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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
351	MC Menta Capital San Francisco, California	$3.13M	-$702K	4	0.4%	Reduced
352	First Eagle Investment Management New York	$3.13M	+$1.23M	1	0.01%	Increased
353	SCM SG Capital Management Chicago, Illinois	$3.12M	+$2.99M	1	0.91%	New
354	LCP LGT Capital Partners Pfaeffikon, Switzerland	$3.1M	+$30.6K	1	0.8%	Increased
355	Westwood Holdings Group Dallas, Texas	$3.1M	+$3.11M	1	0.02%	New
356	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$3.07M	+$3.08M	1	0.06%	New
357	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$3.05M	-$879K	5	0%	Reduced
358	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$3.02M	-$22.9K	2	1.27%	Reduced
359	GL GLG LLC New York	$3M	-$211K	1	0.09%	Reduced
360	MIC Meridian Investment Counsel Lafayette, California	$3M	+$125K	1	2.08%	Increased
361	Old Mission Capital Chicago, Illinois	$2.98M	+$2.98M	2	0.7%	New
362	Stephens Inc Little Rock, Arkansas	$2.94M	+$448K	1	0.13%	Increased
363	EI EAM Investors Solana Beach, California	$2.89M	-$146K	1	0.33%	Reduced
364	MCM Matarin Capital Management New York	$2.87M	+$612K	1	0.87%	Increased
365	Veritable Wilmington, Delaware	$2.87M	+$179K	1	0.06%	Increased
366	Spot Trading Chicago, Illinois	$2.85M	+$1.7M	5	0.03%	Increased
367	SCM Stevens Capital Management Radnor, Pennsylvania	$2.81M	+$241K	4	0.1%	Increased
368	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$2.74M	-$221K	1	0.04%	Reduced
369	AGA Altrinsic Global Advisors Stamford, Connecticut	$2.69M	+$1.2M	1	0.06%	Increased
370	Regions Financial Corp Birmingham, Alabama	$2.61M	+$424K	2	0.03%	Increased
371	EMG Ellington Management Group Old Greenwich, Connecticut	$2.6M	+$1.47M	3	0.54%	Increased
372	Whittier Trust South Pasadena, California	$2.58M	-$112K	1	0.12%	Reduced
373	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$2.52M	-$518K	1	0.08%	Reduced
374	Flossbach Von Storch Cologne, Germany	$2.5M	+$330K	1	0.06%	Increased
375	NGA Naples Global Advisors Naples, Florida	$2.45M	+$71.7K	1	1.16%	Increased