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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	SFM Systematic Financial Management Teaneck, New Jersey	$4.32M	+$1.4M	3	0.1%	Increased
352	HL Financial Services Louisville, Kentucky	$4.22M	+$380K	2	0.07%	Increased
353	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$4.14M	$0	2	0.17%	Maintained
354	CWA Asset Management Group Naples, Florida	$4.13M	+$82.1K	1	0.91%	Increased
355	Mackenzie Financial Toronto Ontario, Ontario, Canada	$4.11M	+$2.52M	1	0.01%	Increased
356	HP Harvey Partners Tarrytown, New York	$4.08M	+$4.42M	1	5.68%	New
357	Silvercrest Asset Management New York	$4.03M	-$1.12K	1	0.04%	Reduced
358	VOYA Investment Management Atlanta, Georgia	$4.03M	-$36.5K	4	0.01%	Reduced
359	Congress Asset Management Boston, Massachusetts	$4.02M	+$432K	1	0.05%	Increased
360	Bridgeway Capital Management Houston, Texas	$4.01M	$0	2	0.04%	Maintained
361	HIM Herald Investment Management London, United Kingdom	$4M	+$1.81M	3	1.02%	Increased
362	Nomura Holdings Tokyo, Japan	$3.98M	-$262K	2	0.01%	Reduced
363	NMC Nine Masts Capital Central, Hong Kong	$3.95M	-$26.8M	1	1.08%	Reduced
364	VCA Verdence Capital Advisors Hunt Valley, Maryland	$3.94M	+$297K	1	0.98%	Increased
365	VHMC Value Holdings Management Company Hampton Bays, New York	$3.93M	+$519K	2	1.23%	Increased
366	SWM Segment Wealth Management Houston, Texas	$3.92M	+$31.7K	1	0.85%	Increased
367	FA FDx Advisors Chicago, Illinois	$3.82M	-$30.5K	2	0.14%	Reduced
368	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$3.8M	+$175K	1	0.24%	Increased
369	TAM Tealwood Asset Management Minneapolis, Minnesota	$3.76M	-$95.6K	1	1.41%	Reduced
370	EGI EAM Global Investors Solana Beach, California	$3.75M	+$2.35M	2	1.52%	Increased
371	BDS Banco de Sabadell Miami, Florida	$3.73M	+$1.43M	2	0.41%	Increased
372	Capital International Inc Los Angeles, California	$3.61M	+$410K	1	0.47%	Increased
373	State Board of Administration of Florida Retirement System Tallahassee, Florida	$3.61M	$0	3	0.01%	Maintained
374	Tocqueville Asset Management New York	$3.57M	-$89.3K	1	0.05%	Reduced
375	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$3.57M	+$543	3	0.01%	Increased