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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	FHC Forest Hill Capital Little Rock, Arkansas	$1.7M	$0	1	0.23%	Maintained
402	First Manhattan New York	$1.68M	-$44.1K	1	0.01%	Reduced
403	AHL Partners London, United Kingdom	$1.67M	-$1.24M	1	0.09%	Reduced
404	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$1.66M	-$1.22M	1	0.63%	Reduced
405	FHAM Folger Hill Asset Management New York	$1.66M	+$1.59M	1	0.13%	New
406	AGA Altrinsic Global Advisors Stamford, Connecticut	$1.65M	-$23.4K	1	0.05%	Reduced
407	Curi RMB Capital Chicago, Illinois	$1.64M	-$651K	1	0.09%	Reduced
408	DAM Deltec Asset Management New York	$1.58M	-$499K	1	0.4%	Reduced
409	D.A. Davidson & Co Great Falls, Montana	$1.56M	-$11.1K	2	0.05%	Reduced
410	BB&T Securities Richmond, Virginia	$1.54M	-$75.9K	1	0.02%	Reduced
411	Bessemer Group Woodbridge, New Jersey	$1.53M	+$72.7K	1	0.01%	Increased
412	BNP Paribas Financial Markets Paris, France	$1.52M	+$344K	6	0.01%	Increased
413	Thornburg Investment Management Santa Fe, New Mexico	$1.49M	-$80.9K	1	0.01%	Reduced
414	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$1.48M	+$112K	1	0.04%	Increased
415	Veritable Wilmington, Delaware	$1.48M	-$14.7K	1	0.04%	Reduced
416	Paradigm Capital Management Inc Albany, New York	$1.47M	-$2.04K	1	0.18%	Reduced
417	Vident Investment Advisory Alpharetta, Georgia	$1.45M	-$1.08M	1	0.2%	Reduced
418	Arizona State Retirement System Phoenix, Arizona	$1.44M	+$1.9K	3	0.02%	Increased
419	AFA Abacus FCF Advisors Orlando, Florida	$1.44M	-$168K	1	0.93%	Reduced
420	TCM Twin Capital Management Mcmurray, Pennsylvania	$1.44M	+$1.44M	1	0.11%	New
421	MAM Majedie Asset Management London, United Kingdom	$1.42M	$0	1	0.23%	Maintained
422	HC Henshaw Capital Woburn, Massachusetts	$1.39M	+$48.3K	2	0.18%	Increased
423	Squarepoint New York	$1.39M	+$694K	3	0.09%	Increased
424	CCMH Cornerstone Capital Management Holdings New York	$1.38M	+$362K	2	0.01%	Increased
425	TCM Tufton Capital Management Hunt Valley, Maryland	$1.37M	-$129K	1	0.28%	Reduced