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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	SAM Shell Asset Management The Hague, Netherlands	$1.96M	+$1.68M	2	0.04%	New
402	D.A. Davidson & Co Great Falls, Montana	$1.94M	+$113K	1	0.05%	Increased
403	SR Sloane Robinson London, United Kingdom	$1.94M	-$1.06M	1	1.01%	Reduced
404	DC Deere & Company Moline, Illinois	$1.94M	-$824K	3	0.1%	Reduced
405	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$1.94M	$0	1	0.7%	Maintained
406	AGA Altrinsic Global Advisors Stamford, Connecticut	$1.93M	$0	1	0.07%	Maintained
407	SGA Strategic Global Advisors Newport Beach, California	$1.92M	$0	1	0.72%	Maintained
408	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$1.92M	+$1.79M	1	0.04%	New
409	O'Shaughnessy Asset Management Stamford, Connecticut	$1.89M	+$911K	4	0.04%	Increased
410	Cubist Systematic Strategies Stamford, Connecticut	$1.89M	-$3.48M	4	0.12%	Reduced
411	Guardian Capital (Canada) Toronto, Ontario, Canada	$1.85M	+$484K	1	0.03%	Increased
412	WSA Wall Street Associates Lajolla, California	$1.83M	+$346K	1	0.62%	Increased
413	FHC Forest Hill Capital Little Rock, Arkansas	$1.8M	$0	1	0.89%	Maintained
414	First Manhattan New York	$1.8M	-$6.29K	1	0.01%	Reduced
415	HP Holowesko Partners Nassau, Bahamas	$1.78M	+$718K	1	0.16%	Increased
416	BlueCrest Capital Management St Helier, Jersey	$1.77M	-$293K	2	0.06%	Reduced
417	LMR Partners London, United Kingdom	$1.76M	+$1.65M	1	0.17%	New
418	Thornburg Investment Management Santa Fe, New Mexico	$1.76M	+$22.4K	1	0.01%	Increased
419	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$1.75M	+$1.7M	1	0.11%	New
420	NCIM New Century Investment Management Southfield, Michigan	$1.74M	-$1.36M	2	1.52%	Reduced
421	CCMH Cornerstone Capital Management Holdings New York	$1.73M	-$335K	3	0.01%	Reduced
422	Arizona State Retirement System Phoenix, Arizona	$1.72M	+$41.5K	3	0.03%	Increased
423	Janney Montgomery Scott Philadelphia, Pennsylvania	$1.72M	+$175K	1	0.03%	Increased
424	MAG Millrace Asset Group Berwyn, Pennsylvania	$1.72M	-$600K	1	2.08%	Reduced
425	SM Senvest Management New York	$1.71M	-$722K	1	0.12%	Reduced