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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	Commonwealth Equity Services Waltham, Massachusetts	$10.8M	-$167K	3	0.03%	Reduced
402	GAM GuardCap Asset Management London, United Kingdom	$10.5M	+$455K	1	0.21%	Increased
403	AG Ashmore Group London, United Kingdom	$10.5M	-$952K	1	0.43%	Reduced
404	VC Vestor Capital Chicago, Illinois	$10.5M	+$5.31M	1	1.27%	Increased
405	Vestcor Inc Fredericton, New Brunswick, Canada	$10.4M	-$1.25M	1	0.43%	Reduced
406	Orbis Allan Gray Hamilton, Bermuda	$10.3M	-$298M	1	0.07%	Reduced
407	CP Cumberland Partners Toronto, Ontario, Canada	$10.3M	+$1.44M	1	0.92%	Increased
408	GIM Grassi Investment Management Santa Clara, California	$10.3M	+$7.13M	1	1.3%	Increased
409	Profund Advisors Bethesda, Maryland	$10.2M	-$1.13M	4	0.45%	Reduced
410	CFSG Community Financial Services Group Newport, Vermont	$10.1M	-$86.4K	1	3.18%	Reduced
411	JGUA John G. Ullman & Associates Corning, New York	$9.93M	-$204K	1	1.54%	Reduced
412	AWCI Alpine Woods Capital Investors Purchase, New York	$9.83M	+$2.26M	1	1.2%	Increased
413	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$9.75M	+$3.39M	1	3.07%	Increased
414	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$9.71M	+$8.44M	1	0.25%	New
415	GS Gagnon Securities New York	$9.67M	+$110K	1	1.54%	Increased
416	RNC Capital Management Los Angeles, California	$9.59M	-$403K	1	0.6%	Reduced
417	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$9.58M	-$7.5M	1	0.13%	Reduced
418	SCA Snowden Capital Advisors New York	$9.51M	+$719K	1	0.63%	Increased
419	Azimuth Capital Management Bloomfield Hills, Michigan	$9.33M	-$2.56M	1	0.46%	Reduced
420	Cambridge Investment Research Advisors Fairfield, Iowa	$9.3M	+$917K	1	0.05%	Increased
421	Lido Advisors Los Angeles, California	$9.3M	+$836K	1	0.19%	Increased
422	Bridgeway Capital Management Houston, Texas	$9.28M	-$1.81M	3	0.2%	Reduced
423	Holocene Advisors New York	$9.26M	-$47.8M	3	0.06%	Reduced
424	SWM Segment Wealth Management Houston, Texas	$9.19M	-$1.71M	1	1.33%	Reduced
425	FBC Fairfield, Bush & Co Darien, Connecticut	$9.19M	-$963K	1	2.68%	Reduced