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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
401	PM Penbrook Management New York	$1.22M	-$23.8K	1	1.15%	Reduced
402	United Capital Financial Advisors Irving, Texas	$1.2M	+$947K	3	0.03%	Increased
403	DC Deere & Company Moline, Illinois	$1.18M	-$330K	2	0.07%	Reduced
404	VF Virtu Financial New York	$1.16M	+$1.04M	1	0.16%	New
405	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$1.16M	-$3.09K	3	0.06%	Reduced
406	NG NatWest Group Edinburgh, Scotland, United Kingdom	$1.15M	-$89.5K	1	0.05%	Reduced
407	Bailard Foster City, California	$1.11M	-$245K	2	0.18%	Reduced
408	RHBC R.H. Bluestein & Co Birmingham, Michigan	$1.1M	$0	1	0.07%	Maintained
409	HSA Hussman Strategic Advisors Ellicott City, Maryland	$1.1M	$0	1	0.08%	Maintained
410	Loews Corp New York	$1.1M	$0	1	0.01%	Maintained
411	Janney Montgomery Scott Philadelphia, Pennsylvania	$1.08M	$0	1	0.03%	Maintained
412	AMG National Trust Bank Greenwood Village, Colorado	$1.04M	+$3.03K	1	0.11%	Increased
413	Capital International Sarl Los Angeles, California	$1.02M	-$14.6K	1	0.06%	Reduced
414	Nomura Asset Management Tokyo, Japan	$1M	-$124K	1	0.02%	Reduced
415	Jacobs Levy Equity Management Florham Park, New Jersey	$996K	+$873K	2	0.02%	New
416	AssetMark Inc Concord, California	$991K	-$8.97K	1	0.02%	Reduced
417	Algert Global San Francisco, California	$981K	-$1.26M	1	0.39%	Reduced
418	TCM Tanaka Capital Management New York	$963K	$0	1	2.93%	Maintained
419	ALPS Advisors Denver, Colorado	$936K	+$2.81K	2	0.01%	Increased
420	Commerce Bank Kansas City, Missouri	$929K	+$9.85K	1	0.02%	Increased
421	COI Connable Office Inc Kalamazoo, Michigan	$903K	-$73.4K	1	0.25%	Reduced
422	BUB BBVA USA Bancshares Houston, Texas	$900K	+$107K	1	0.04%	Increased
423	SIC Schwartz Investment Counsel Plymouth, Michigan	$891K	$0	1	0.07%	Maintained
424	IIM Ironwood Investment Management Boston, Massachusetts	$887K	+$150K	1	0.13%	Increased
425	LCP Lombardia Capital Partners Pasadena, California	$886K	+$189K	1	0.02%	Increased