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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	SCA Secor Capital Advisors New York	$1.47M	+$891K	1	0.2%	Increased
402	Jane Street New York	$1.47M	-$1.85M	2	0.01%	Reduced
403	Bessemer Group Woodbridge, New Jersey	$1.45M	-$1.8M	2	0.01%	Reduced
404	SCM Stevens Capital Management Radnor, Pennsylvania	$1.45M	-$2.4M	3	0.06%	Reduced
405	GAMA Graticule Asia Macro Advisors New York	$1.42M	+$1.27M	1	0.11%	New
406	MAM Majedie Asset Management London, United Kingdom	$1.42M	+$69K	1	0.21%	Increased
407	Cetera Advisor Networks El Segundo, California	$1.38M	+$70.4K	1	0.09%	Increased
408	Paradigm Capital Management Inc Albany, New York	$1.37M	+$40.6K	1	0.16%	Increased
409	MSI Financial Services Springfield, Massachusetts	$1.36M	+$108K	4	0.06%	Increased
410	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$1.36M	$0	1	0.04%	Maintained
411	Arizona State Retirement System Phoenix, Arizona	$1.36M	+$16.8K	3	0.02%	Increased
412	O'Shaughnessy Asset Management Stamford, Connecticut	$1.34M	-$81.4K	4	0.03%	Reduced
413	PCM Piermont Capital Management St. Louis, Missouri	$1.34M	+$1.25M	1	0.43%	New
414	HC Henshaw Capital Woburn, Massachusetts	$1.34M	+$1.2M	2	0.18%	New
415	JA JLB & Associates Plymouth, Michigan	$1.34M	+$659K	1	0.34%	Increased
416	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$1.34M	+$795K	2	0.27%	Increased
417	AAM Azzad Asset Management Falls Church, Virginia	$1.33M	+$936	1	0.58%	Increased
418	First Manhattan New York	$1.32M	-$16.8K	1	0.01%	Reduced
419	AL Airain Ltd St. Peter Port, Guernsey	$1.32M	-$5.18M	4	0.09%	Reduced
420	RHBC R.H. Bluestein & Co Birmingham, Michigan	$1.31M	$0	1	0.09%	Maintained
421	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.31M	+$208K	1	0.01%	Increased
422	SIC Schwartz Investment Counsel Plymouth, Michigan	$1.31M	$0	1	0.1%	Maintained
423	Jupiter Investment Management London, United Kingdom	$1.26M	+$1.17M	1	0.03%	New
424	Daiwa Securities Group Tokyo, Japan	$1.26M	$0	1	0.01%	Maintained
425	Avalon Investment & Advisory Houston, Texas	$1.25M	-$26K	1	0.05%	Reduced