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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	AGA Altrinsic Global Advisors Stamford, Connecticut	$2.2M	+$405K	1	0.08%	Increased
402	BAM Bruderman Asset Management Locust Valley, New York	$2.19M	-$125K	1	0.66%	Reduced
403	Bessemer Group Woodbridge, New Jersey	$2.17M	-$928K	3	0.01%	Reduced
404	Verition Fund Management Greenwich, Connecticut	$2.13M	+$1.68M	4	0.18%	Increased
405	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$2.1M	$0	1	0.2%	Maintained
406	Silvercrest Asset Management New York	$2.08M	-$798K	1	0.02%	Reduced
407	BB&T Securities Richmond, Virginia	$2.03M	$0	1	0.03%	Maintained
408	MLIC Mandatum Life Insurance Company Helsinki, Finland	$2.03M	+$617K	1	0.28%	Increased
409	BAC Boys Arnold & Co Asheville, North Carolina	$2.02M	-$71.6K	1	0.34%	Reduced
410	CCMH Cornerstone Capital Management Holdings New York	$2.01M	+$87.7K	3	0.02%	Increased
411	Arizona State Retirement System Phoenix, Arizona	$2.01M	-$6.56K	3	0.03%	Reduced
412	TC TFS Capital West Chester, Pennsylvania	$1.99M	-$1.82M	3	0.53%	Reduced
413	First Manhattan New York	$1.99M	-$22.9K	1	0.01%	Reduced
414	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$1.96M	-$112K	1	0.48%	Reduced
415	NO Ninety One Cape Town, South Africa	$1.95M	$0	1	1.32%	Maintained
416	Stephens Inc Little Rock, Arkansas	$1.95M	-$6.95K	2	0.08%	Reduced
417	BlackRock New York	$1.94M	-$1.32M	6	0%	Reduced
418	MAMU Marathon Asset Management (UK) London, United Kingdom	$1.94M	$0	1	0.04%	Maintained
419	HIM Herald Investment Management London, United Kingdom	$1.93M	-$228K	2	0.84%	Reduced
420	SGA Strategic Global Advisors Newport Beach, California	$1.91M	+$14.4K	1	0.71%	Increased
421	PineBridge Investments New York	$1.9M	+$1.19M	4	0.06%	Increased
422	SM Senvest Management New York	$1.87M	$0	1	0.13%	Maintained
423	RHJA Rice Hall James & Associates San Diego, California	$1.87M	-$6.87K	1	0.09%	Reduced
424	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$1.86M	+$1.17M	2	0.24%	Increased
425	WI Wafra Inc New York	$1.85M	+$679K	1	0.1%	Increased