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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	1GA 1st Global Advisors Dallas, Texas	$2.47M	-$902K	1	0.29%	Reduced
402	FIM Freedom Investment Management Hartford, Connecticut	$2.46M	+$30.5K	3	0.14%	Increased
403	First Manhattan New York	$2.42M	$0	1	0.01%	Maintained
404	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$2.4M	$0	1	0.21%	Maintained
405	Brinker Capital Berwyn, Pennsylvania	$2.4M	-$296K	1	0.11%	Reduced
406	Jane Street New York	$2.37M	-$12.6M	5	0.01%	Reduced
407	HIM Herald Investment Management London, United Kingdom	$2.36M	$0	2	0.87%	Maintained
408	Van Berkom & Associates Montreal, Quebec, Canada	$2.36M	-$950K	1	0.09%	Reduced
409	SWM Segment Wealth Management Houston, Texas	$2.34M	+$2.23M	1	0.76%	New
410	HSA Hussman Strategic Advisors Ellicott City, Maryland	$2.32M	-$1.03M	1	0.51%	Reduced
411	NO Ninety One Cape Town, South Africa	$2.28M	+$65.9K	1	1.48%	Increased
412	Hillsdale Investment Management Toronto, Ontario, Canada	$2.24M	-$918K	2	0.44%	Reduced
413	SGA Strategic Global Advisors Newport Beach, California	$2.22M	+$34.7K	1	0.8%	Increased
414	Diversified Trust Memphis, Tennessee	$2.21M	+$2.1M	1	0.17%	New
415	FMT First Mercantile Trust Cordova, Tennessee	$2.2M	-$161K	2	0.33%	Reduced
416	RHJA Rice Hall James & Associates San Diego, California	$2.19M	-$70.4K	1	0.11%	Reduced
417	TI TT International London, United Kingdom	$2.17M	+$822K	1	0.61%	Increased
418	AIG American International Group New York	$2.17M	-$464K	3	0.01%	Reduced
419	SM Senvest Management New York	$2.16M	$0	1	0.16%	Maintained
420	Shelton Capital Management Denver, Colorado	$2.16M	-$1.3M	1	0.15%	Reduced
421	Asset Management One Tokyo, Japan	$2.14M	-$580K	2	0.01%	Reduced
422	Trexquant Investment Stamford, Connecticut	$2.13M	+$1.5M	2	0.27%	Increased
423	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$2.12M	-$108K	1	0.5%	Reduced
424	ACM Alethea Capital Management Mercer Island, Washington	$2.06M	+$1.96M	1	2.48%	New
425	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$2.06M	+$2.5K	1	0.04%	Increased