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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	JGC J. Goldman & Co New York	$4.1M	+$3.81M	1	0.23%	New
352	Thrivent Financial for Lutherans Minneapolis, Minnesota	$4.08M	+$204K	3	0.01%	Increased
353	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$4.06M	$0	2	0.17%	Maintained
354	SWM Segment Wealth Management Houston, Texas	$3.91M	+$77.1K	1	0.83%	Increased
355	PGAM Princeton Global Asset Management Princeton, New Jersey	$3.84M	+$130K	1	2.63%	Increased
356	BOK Financial Tulsa, Oklahoma	$3.83M	-$241K	1	0.09%	Reduced
357	Congress Asset Management Boston, Massachusetts	$3.82M	-$63.5K	1	0.05%	Reduced
358	Chartwell Investment Partners Berywn, Pennsylvania	$3.79M	-$34.1M	2	0.12%	Reduced
359	HL Financial Services Louisville, Kentucky	$3.76M	+$34.7K	1	0.06%	Increased
360	HIM Herald Investment Management London, United Kingdom	$3.73M	$0	3	0.95%	Maintained
361	VHMC Value Holdings Management Company Hampton Bays, New York	$3.73M	+$177K	2	1.25%	Increased
362	Calamos Advisors Naperville, Illinois	$3.71M	+$39.1K	1	0.02%	Increased
363	ACM Aviance Capital Management Sarasota, Florida	$3.71M	+$3.45M	1	0.55%	New
364	State of Tennessee, Department of Treasury Nashville, Tennessee	$3.59M	+$134K	4	0.02%	Increased
365	SSCM Summit Street Capital Management New York	$3.59M	+$44.2K	1	3.44%	Increased
366	ARK Investment Management St. Petersburg, Florida	$3.53M	-$6.46M	2	0.1%	Reduced
367	Commerzbank Aktiengesellschaft Frankfurt, Germany	$3.52M	+$480K	1	0.03%	Increased
368	FIA FNY Investment Advisers New York	$3.5M	-$10.4M	2	1.2%	Reduced
369	SCA Secor Capital Advisors New York	$3.5M	-$659K	2	0.72%	Reduced
370	HJIM Henry James International Management New York	$3.48M	+$241K	2	1.58%	Increased
371	FWSM First Wilshire Securities Management Pasadena, California	$3.47M	+$9.31K	1	1.18%	Increased
372	MetLife Investment Management Whippany, New Jersey	$3.47M	+$2.21M	3	0.01%	Increased
373	Pictet Asset Management (UK) London, United Kingdom	$3.47M	-$15.1M	1	0.01%	Reduced
374	CIBC World Market Toronto, Ontario, Canada	$3.47M	-$2.29M	1	0.02%	Reduced
375	Capital International Inc Los Angeles, California	$3.44M	-$32.8K	1	0.41%	Reduced