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Advanced Packaging

Advanced packaging stacks and connects finished dies into a single high-performance part, which has become the main way to add capability now that shrinking transistors is slowing. It is the step where accelerators and memory are joined together.

10 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
326	RI Redwood Investments Boston, Massachusetts	$11.5M	+$1.16M	1	0.97%	Increased
327	Rubric Capital Management (New York) New York	$11.5M	+$11.2M	1	1.07%	Increased
328	MFWM Motley Fool Wealth Management Alexandria, Virginia	$11.5M	+$432K	1	0.6%	Increased
329	BAM Brilliance Asset Management Admiralty, Hong Kong, Hong Kong	$11.4M	$0	1	0.73%	Maintained
330	Flossbach Von Storch Cologne, Germany	$11.3M	-$190K	1	0.06%	Reduced
331	AAM Augustine Asset Management Jacksonville, Florida	$11.3M	-$683K	1	6.63%	Reduced
332	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$11.3M	+$4.22M	2	0.03%	Increased
333	Advisors Asset Management Monument, Colorado	$11.3M	+$300K	3	0.21%	Increased
334	SFM Systematic Financial Management Teaneck, New Jersey	$11.3M	-$368K	2	0.62%	Reduced
335	ET Equitable Trust Nashville, Tennessee	$11.2M	-$320K	1	0.95%	Reduced
336	Asset Management One Tokyo, Japan	$11.2M	-$2.06M	1	0.05%	Reduced
337	FHC First Horizon Corporation Memphis, Tennessee	$11.1M	+$10.4M	4	1.18%	New
338	WC Walthausen & Co Malta, New York	$11M	+$909K	2	2.28%	Increased
339	Cubist Systematic Strategies Stamford, Connecticut	$11M	+$4.57M	6	0.16%	Increased
340	CCM Carderock Capital Management Chevy Chase, Maryland	$10.9M	-$156K	1	3.69%	Reduced
341	OAM Ostrum Asset Management Paris, France	$10.9M	-$8.83M	1	7.03%	Reduced
342	DekaBank Deutsche Girozentrale Frankfurt, Germany	$10.7M	+$1.53M	1	0.05%	Increased
343	Scotia Capital Toronto, Ontario, Canada	$10.7M	+$264K	1	0.12%	Increased
344	IEFM IQ EQ Fund Management Dublin 2, Ireland	$10.6M	+$758K	1	3.17%	Increased
345	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$10.5M	-$1.52M	1	3.46%	Reduced
346	FFA First Foundation Advisors Irvine, California	$10.5M	+$9.87M	1	0.49%	New
347	Oppenheimer & Co New York	$10.5M	-$776K	1	0.26%	Reduced
348	Emerald Advisers Leola, Pennsylvania	$10.4M	-$355K	3	0.43%	Reduced
349	ETrade Capital Management Arlington, Virginia	$10.4M	-$1.29M	1	0.19%	Reduced
350	Perpetual Ltd Sydney, New South Wales, Australia	$10.2M	+$9.53M	1	0.73%	New