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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	State of Wisconsin Investment Board Madison, Wisconsin	$7.16M	-$14.1M	4	0.02%	Reduced
402	BHB Bank Hapoalim BM Tel Aviv, Israel	$7.13M	+$523K	4	0.9%	Increased
403	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$7.13M	-$1.72M	1	0.21%	Reduced
404	KM Kabouter Management Chicago, Illinois	$7.1M	+$2.71K	1	3.88%	Increased
405	SSA South Street Advisors New York	$7.09M	-$75.2K	1	1.75%	Reduced
406	SIGI Susquehanna International Group (Ireland) Dublin, Ireland	$7.05M	-$21.7M	1	2.28%	Reduced
407	MIC Meridian Investment Counsel Lafayette, California	$7.04M	-$8.27K	1	3.13%	Reduced
408	HCM Hillman Capital Management Bethesda, Maryland	$7.02M	+$8.46M	1	2.91%	New
409	Jump Financial Chicago, Illinois	$7.01M	+$5.47M	2	0.27%	Increased
410	CM Cartica Management Washington, District of Columbia	$6.99M	+$992K	1	3.68%	Increased
411	Davenport & Co Richmond, Virginia	$6.97M	-$307K	1	0.06%	Reduced
412	NCM Noesis Capital Mangement Boca Raton, Florida	$6.96M	+$50.8K	1	2.11%	Increased
413	Old National Bancorp Evansville, Indiana	$6.93M	-$43K	1	0.24%	Reduced
414	Tocqueville Asset Management New York	$6.9M	-$668K	2	0.14%	Reduced
415	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$6.86M	$0	1	1.95%	Maintained
416	SM SG3 Management Dorado, Puerto Rico	$6.86M	+$8.27M	1	0.92%	New
417	Employees Retirement System of Texas Austin, Texas	$6.85M	+$4.44M	1	0.1%	Increased
418	LOAMU Lombard Odier Asset Management (USA) New York	$6.83M	+$8.24M	1	0.2%	New
419	State of Tennessee, Department of Treasury Nashville, Tennessee	$6.82M	-$747K	4	0.03%	Reduced
420	Sequoia Financial Advisors Akron, Ohio	$6.79M	-$323K	2	0.21%	Reduced
421	WI Wafra Inc New York	$6.68M	$0	1	0.26%	Maintained
422	Janney Montgomery Scott Philadelphia, Pennsylvania	$6.66M	+$602K	6	0.03%	Increased
423	Bank of Nova Scotia Toronto, Ontario, Canada	$6.65M	+$1.09M	1	0.02%	Increased
424	IEFM IQ EQ Fund Management Dublin 2, Ireland	$6.61M	-$92.7K	1	1.48%	Reduced
425	MAM Mark Asset Management New York	$6.61M	-$2.02M	1	1.63%	Reduced