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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
376	Sit Investment Associates Minneapolis, Minnesota	$1.7M	-$8.95K	1	0.03%	Reduced
377	First Manhattan New York	$1.63M	-$100K	1	0.01%	Reduced
378	1919 Investment Counsel Baltimore, Maryland	$1.62M	$0	1	0.03%	Maintained
379	LCM Leonard Capital Management Vero Beach, Florida	$1.59M	+$103K	1	0.57%	Increased
380	Picton Mahoney Asset Management Toronto, Ontario, Canada	$1.59M	$0	1	0.09%	Maintained
381	Moore Capital Management New York	$1.58M	+$1.49M	1	0.03%	New
382	PineBridge Investments New York	$1.57M	-$56.5K	4	0.05%	Reduced
383	AGA Altrinsic Global Advisors Stamford, Connecticut	$1.57M	$0	1	0.03%	Maintained
384	Laird Norton Wetherby Wealth Management San Francisco, California	$1.57M	+$87.3K	2	0.45%	Increased
385	CCM Carderock Capital Management Chevy Chase, Maryland	$1.54M	-$2.71K	2	0.78%	Reduced
386	MCM Matarin Capital Management New York	$1.53M	+$262K	1	0.9%	Increased
387	Capital International Inc Los Angeles, California	$1.52M	-$89.5K	1	0.07%	Reduced
388	Van Berkom & Associates Montreal, Quebec, Canada	$1.43M	+$259K	1	0.08%	Increased
389	Capstone Investment Advisors New York	$1.41M	+$1.35K	1	0.02%	Increased
390	WhitTier Trust Company Reno, Nevada	$1.41M	-$146K	1	0.16%	Reduced
391	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$1.39M	+$769K	3	0.16%	Increased
392	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.38M	+$940K	1	0.19%	Increased
393	SFP Santa Fe Partners Santa Fe, New Mexico	$1.33M	-$362K	1	0.19%	Reduced
394	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$1.33M	+$1.19M	1	0.01%	New
395	Twin Tree Management Dallas, Texas	$1.32M	+$903K	1	0.03%	Increased
396	Ronald Blue & Co Roswell, Georgia	$1.31M	+$180K	2	0.1%	Increased
397	AIA AGF Investments America Toronto, Ontario, Canada	$1.3M	+$17.9K	1	0.51%	Increased
398	Nuveen Charlotte, North Carolina	$1.29M	$0	2	0.01%	Maintained
399	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$1.25M	+$357K	1	0.19%	Increased
400	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$1.24M	+$1.17M	1	0.55%	New