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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	QIM Quantitative Investment Management Charlottesville, Virginia	$8.62M	+$4.07M	1	1.64%	Increased
402	CHAM Clear Harbor Asset Management Stamford, Connecticut	$8.44M	-$60.5K	1	1.05%	Reduced
403	Oppenheimer & Co New York	$8.35M	-$277K	1	0.19%	Reduced
404	ACB Aristotle Capital Boston Boston, Massachusetts	$8.33M	-$26.3M	1	0.26%	Reduced
405	NGA Naples Global Advisors Naples, Florida	$8.23M	+$151K	1	1.05%	Increased
406	1832 Asset Management Toronto, Ontario, Canada	$8.22M	-$15.8M	1	0.01%	Reduced
407	Harvard Management Company Boston, Massachusetts	$7.99M	$0	1	0.99%	Maintained
408	TCMG TSP Capital Management Group Summit, New Jersey	$7.99M	+$8.57M	1	2.99%	New
409	PC Pier Capital Stamford, Connecticut	$7.98M	+$1.27M	1	1.31%	Increased
410	SSA South Street Advisors New York	$7.92M	+$408K	1	1.75%	Increased
411	MIC Meridian Investment Counsel Lafayette, California	$7.92M	+$258K	1	3.16%	Increased
412	NCM Noesis Capital Mangement Boca Raton, Florida	$7.77M	+$204K	1	2.21%	Increased
413	Tocqueville Asset Management New York	$7.73M	+$163K	3	0.15%	Increased
414	GH GAM Holding Zurich, Switzerland	$7.68M	-$1.17M	1	0.62%	Reduced
415	Boothbay Fund Management New York	$7.62M	-$676K	2	0.18%	Reduced
416	CM Cartica Management Washington, District of Columbia	$7.6M	$0	1	4.08%	Maintained
417	BHB Bank Hapoalim BM Tel Aviv, Israel	$7.53M	-$496K	3	0.94%	Reduced
418	Granahan Investment Management Waltham, Massachusetts	$7.5M	-$19.3M	1	0.23%	Reduced
419	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$7.45M	$0	1	4.15%	Maintained
420	HCM Hillman Capital Management Bethesda, Maryland	$7.44M	-$180K	1	2.92%	Reduced
421	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$7.34M	+$347K	1	0.18%	Increased
422	AssetMark Inc Concord, California	$7.32M	+$1.71M	3	0.03%	Increased
423	Profund Advisors Bethesda, Maryland	$7.32M	+$1.99M	4	0.48%	Increased
424	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$7.32M	+$831K	2	1.58%	Increased
425	DAM Deltec Asset Management New York	$7.29M	-$738K	1	2.09%	Reduced