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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	KBC Group Brussels, Belgium	$2.38M	-$3.55M	3	0.02%	Reduced
402	Maverick Capital Dallas, Texas	$2.37M	+$871K	1	0.03%	Increased
403	Diversified Trust Memphis, Tennessee	$2.36M	$0	1	0.19%	Maintained
404	AIG American International Group New York	$2.35M	+$529K	4	0.01%	Increased
405	Shelton Capital Management Denver, Colorado	$2.35M	+$48.4K	1	0.17%	Increased
406	Sterling Capital Management Charlotte, North Carolina	$2.35M	+$960K	3	0.02%	Increased
407	Cambridge Investment Research Advisors Fairfield, Iowa	$2.33M	+$158K	1	0.03%	Increased
408	BA Boston Advisors Boston, Massachusetts	$2.31M	-$2.01M	1	0.05%	Reduced
409	FIM Freedom Investment Management Hartford, Connecticut	$2.31M	-$242K	2	0.13%	Reduced
410	Algert Global San Francisco, California	$2.25M	-$592K	1	0.63%	Reduced
411	SGAM Smith Group Asset Management Dallas, Texas	$2.25M	+$2.48M	2	0.07%	Increased
412	PP PDT Partners New York	$2.22M	+$1.31M	2	0.09%	Increased
413	Asset Management One Tokyo, Japan	$2.22M	-$54.1K	2	0.01%	Reduced
414	Dana Investment Advisors Waukesha, Wisconsin	$2.21M	+$2.45M	1	0.1%	New
415	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$2.19M	$0	1	0.05%	Maintained
416	AGA Altrinsic Global Advisors Stamford, Connecticut	$2.19M	-$483K	1	0.08%	Reduced
417	PineBridge Investments New York	$2.18M	-$755K	4	0.06%	Reduced
418	Whittier Trust South Pasadena, California	$2.17M	$0	1	0.08%	Maintained
419	MLICM Metropolitan Life Insurance Company (MetLife) New York	$2.15M	$0	3	0.01%	Maintained
420	Advisor Group Phoenix, Arizona	$2.14M	+$378K	6	0.04%	Increased
421	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$2.14M	-$859K	1	0.12%	Reduced
422	FMT First Mercantile Trust Cordova, Tennessee	$2.13M	-$135K	2	0.38%	Reduced
423	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$2.1M	-$157K	1	0.48%	Reduced
424	Nuveen Charlotte, North Carolina	$2.07M	+$502K	3	0.01%	Increased
425	LWM Lenox Wealth Management Cincinnati, Ohio	$2.05M	+$1.99M	1	0.83%	New