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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	NGA Naples Global Advisors Naples, Florida	$6.38M	+$84.5K	1	1.38%	Increased
377	Shelton Capital Management Denver, Colorado	$6.37M	+$675K	1	0.35%	Increased
378	NCM Noesis Capital Mangement Boca Raton, Florida	$6.35M	-$61.1K	1	2.01%	Reduced
379	SIA SeaBridge Investment Advisors Summit, New Jersey	$6.32M	-$9.96K	1	2.46%	Reduced
380	Los Angeles Capital Management Los Angeles, California	$6.27M	+$1.76M	3	0.03%	Increased
381	Laird Norton Wetherby Wealth Management San Francisco, California	$6.24M	-$5.71K	2	0.59%	Reduced
382	SWM Segment Wealth Management Houston, Texas	$6.22M	+$61.7K	1	1.15%	Increased
383	Cubist Systematic Strategies Stamford, Connecticut	$6.17M	-$6.81M	6	0.11%	Reduced
384	LAM Lapides Asset Management Greenwich, Connecticut	$6.17M	+$1.71M	1	3.56%	Increased
385	OCM Olstein Capital Management Purchase, New York	$6.14M	+$208K	1	1.15%	Increased
386	FBC Fairfield, Bush & Co Darien, Connecticut	$6.1M	+$1.11K	1	2.18%	Increased
387	William Blair & Company Chicago, Illinois	$5.97M	+$1.1M	2	0.03%	Increased
388	Scout Investments Kansas City, Missouri	$5.96M	-$176K	1	0.14%	Reduced
389	Brandes Investment Partners La Jolla, California	$5.93M	+$4.11M	2	0.18%	Increased
390	DAM Deltec Asset Management New York	$5.92M	$0	1	1.24%	Maintained
391	Point72 Asset Management Stamford, Connecticut	$5.9M	-$23M	1	0.04%	Reduced
392	MML Investors Services Springfield, Massachusetts	$5.9M	+$739K	2	0.08%	Increased
393	Profund Advisors Bethesda, Maryland	$5.72M	+$98.7K	3	0.32%	Increased
394	CFSG Community Financial Services Group Newport, Vermont	$5.62M	-$2.37M	1	2.14%	Reduced
395	GAM GuardCap Asset Management London, United Kingdom	$5.52M	-$1.21M	1	0.21%	Reduced
396	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$5.52M	-$362K	1	0.18%	Reduced
397	JGUA John G. Ullman & Associates Corning, New York	$5.51M	+$142K	1	1.35%	Increased
398	Tokio Marine Asset Management Tokyo, Japan	$5.51M	+$1.25M	1	0.78%	Increased
399	Parallax Volatility Advisers San Francisco, California	$5.46M	-$32.6M	1	0.01%	Reduced
400	Winton Group London, United Kingdom	$5.31M	-$7.38M	3	0.14%	Reduced