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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
426	ICMC Intrepid Capital Management (Connecticut) Greenwich, Connecticut	$863K	$0	1	1.2%	Maintained
427	Parallax Volatility Advisers San Francisco, California	$849K	-$2.02M	3	0.01%	Reduced
428	Los Angeles Capital Management Los Angeles, California	$838K	+$730K	1	0.01%	New
429	Oppenheimer & Co New York	$838K	$0	1	0.03%	Maintained
430	HPCM High Pointe Capital Management Chicago, Illinois	$836K	$0	1	0.32%	Maintained
431	Horizon Kinetics New York	$833K	+$176K	1	0.01%	Increased
432	Atria Investments Charlotte, North Carolina	$807K	-$178K	1	0.08%	Reduced
433	CHAM Clear Harbor Asset Management Stamford, Connecticut	$806K	-$2.51K	1	0.19%	Reduced
434	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$792K	+$746K	1	0.07%	New
435	Commonwealth Equity Services Waltham, Massachusetts	$788K	-$16.4K	2	0.01%	Reduced
436	ZCM Zebra Capital Management Stamford, Connecticut	$781K	+$176K	1	0.33%	Increased
437	SAM Shell Asset Management The Hague, Netherlands	$780K	+$735K	1	0.01%	New
438	Victory Capital Management San Antonio, Texas	$778K	+$380K	1	0.01%	Increased
439	PAAMCP Pacific Alternative Asset Management Company (PAAMCO) Irvine, California	$758K	+$678K	1	0.13%	New
440	Rafferty Asset Management New York	$746K	+$362K	1	0.15%	Increased
441	SIA SeaBridge Investment Advisors Summit, New Jersey	$738K	-$1.97K	1	0.16%	Reduced
442	First Citizens Bank & Trust Raleigh, North Carolina	$731K	-$232K	1	0.07%	Reduced
443	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$725K	-$8.95K	1	0.24%	Reduced
444	Suntrust Banks Atlanta, Georgia	$724K	-$9.78K	1	0%	Reduced
445	Creative Planning Overland Park, Kansas	$717K	+$10.2K	6	0.01%	Increased
446	FIM Freedom Investment Management Hartford, Connecticut	$714K	+$506K	3	0.15%	Increased
447	ID Integral Derivatives New York	$704K	+$622K	2	0.01%	New
448	AGF Investments Inc Toronto, Ontario, Canada	$686K	+$12.5K	1	0.01%	Increased
449	Wolverine Asset Management Chicago, Illinois	$678K	-$584K	1	0.01%	Reduced
450	FCI Financial Counselors Inc Overland Park, Kansas	$665K	+$13.1K	1	0.05%	Increased