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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	NC Nokomis Capital Dallas, Texas	$5.3M	$0	1	2.41%	Maintained
402	KeyBank National Association Cleveland, Ohio	$5.24M	+$39.3K	1	0.03%	Increased
403	Moore Capital Management New York	$5.21M	+$5.66M	1	0.14%	New
404	LWM Lenox Wealth Management Cincinnati, Ohio	$5.17M	-$4.43K	1	1.58%	Reduced
405	DCM Dupont Capital Management Wilmington, Delaware	$5.13M	+$31.1K	2	0.11%	Increased
406	CAM Crown Advisors Management Larkspur, California	$5.11M	-$3.13M	1	3.5%	Reduced
407	Segall Bryant & Hamill Chicago, Illinois	$5.09M	-$1.29M	2	0.09%	Reduced
408	GA Gagnon Advisors New York	$5.09M	-$2.2M	1	3.67%	Reduced
409	Chartwell Investment Partners Berywn, Pennsylvania	$5.06M	+$186K	2	0.2%	Increased
410	Jane Street New York	$5.05M	-$240K	5	0%	Reduced
411	FP Foundry Partners Minneapolis, Minnesota	$5.05M	-$1.43M	2	0.25%	Reduced
412	EGA Evermore Global Advisors Summit, New Jersey	$5.01M	-$4.29M	1	2.46%	Reduced
413	FAS Formuepleje A/S Aarhus C, Denmark	$4.9M	-$10.5M	1	0.25%	Reduced
414	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$4.76M	+$477K	2	0.01%	Increased
415	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$4.74M	-$144K	1	0.92%	Reduced
416	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$4.74M	-$612K	2	1.5%	Reduced
417	HP Harvey Partners Tarrytown, New York	$4.72M	-$1.12M	1	5.69%	Reduced
418	Hillsdale Investment Management Toronto, Ontario, Canada	$4.71M	+$912K	2	0.43%	Increased
419	NMC Nine Masts Capital Central, Hong Kong	$4.57M	-$2.12M	1	2.98%	Reduced
420	FA FDx Advisors Chicago, Illinois	$4.55M	-$1.01M	1	0.24%	Reduced
421	Employees Retirement System of Texas Austin, Texas	$4.54M	-$269K	1	0.07%	Reduced
422	Janney Montgomery Scott Philadelphia, Pennsylvania	$4.52M	-$898K	4	0.03%	Reduced
423	AC AMS Capital Sao Paulo, Brazil	$4.49M	-$527K	1	1.79%	Reduced
424	GI Glovista Investments Jersey City, New Jersey	$4.49M	+$273K	1	1.74%	Increased
425	HGI Hansberger Growth Investors Madison, Wisconsin	$4.47M	-$333K	1	5.37%	Reduced