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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	TAM Tealwood Asset Management Minneapolis, Minnesota	$3.19M	+$3.45M	1	1.25%	New
377	FA FDx Advisors Chicago, Illinois	$3.19M	-$1.82M	1	0.12%	Reduced
378	SFM Systematic Financial Management Teaneck, New Jersey	$3.18M	+$232K	2	0.08%	Increased
379	VCA Verdence Capital Advisors Hunt Valley, Maryland	$3M	+$972K	1	0.73%	Increased
380	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$2.99M	-$326K	1	0.2%	Reduced
381	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$2.94M	-$165K	1	0.45%	Reduced
382	FWSM First Wilshire Securities Management Pasadena, California	$2.92M	$0	1	0.87%	Maintained
383	DAM Deltec Asset Management New York	$2.9M	-$680K	1	0.59%	Reduced
384	SSCM Summit Street Capital Management New York	$2.87M	-$954K	1	2.78%	Reduced
385	First Manhattan New York	$2.86M	+$79K	2	0.02%	Increased
386	SAM Shell Asset Management The Hague, Netherlands	$2.83M	-$153K	3	0.06%	Reduced
387	PM Penbrook Management New York	$2.83M	-$185K	1	2.72%	Reduced
388	FPFS First Personal Financial Services Charlotte, North Carolina	$2.81M	+$280K	2	0.94%	Increased
389	Commerce Bank Kansas City, Missouri	$2.79M	+$62.6K	1	0.04%	Increased
390	Tokio Marine Asset Management Tokyo, Japan	$2.77M	$0	1	0.51%	Maintained
391	Virginia Retirement Systems Richmond, Virginia	$2.72M	-$315K	2	0.03%	Reduced
392	IAS IMA Advisory Services Denver, Colorado	$2.71M	-$456K	3	1.13%	Reduced
393	Advisor Group Phoenix, Arizona	$2.69M	-$55.2K	7	0.04%	Reduced
394	FIM Freedom Investment Management Hartford, Connecticut	$2.67M	-$246K	3	0.16%	Reduced
395	CT Coastline Trust Providence, Rhode Island	$2.63M	-$151K	1	0.4%	Reduced
396	Capital International Inc Los Angeles, California	$2.63M	+$364K	1	0.4%	Increased
397	Bessemer Group Woodbridge, New Jersey	$2.62M	-$1.1M	2	0.01%	Reduced
398	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$2.58M	-$99.8K	1	0.22%	Reduced
399	Diversified Trust Memphis, Tennessee	$2.5M	-$126K	1	0.16%	Reduced
400	Candriam SCA Strassen, Luxembourg, Luxembourg	$2.46M	+$585K	1	0.04%	Increased