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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	HAM Hammer Asset Management Auburn, California	$2.34M	+$2.19M	1	1.91%	New
427	Cubist Systematic Strategies Stamford, Connecticut	$2.32M	+$669K	4	0.13%	Increased
428	MNBTD Moody National Bank Trust Division Galveston, Texas	$2.31M	+$2.17M	2	0.06%	New
429	SAM Shell Asset Management The Hague, Netherlands	$2.29M	-$486K	3	0.05%	Reduced
430	Tudor Investment Corp Stamford, Connecticut	$2.28M	+$444K	3	0.06%	Increased
431	Commerzbank Aktiengesellschaft Frankfurt, Germany	$2.27M	-$4.23M	1	0.02%	Reduced
432	Jefferies Group New York	$2.26M	+$1.16M	3	0.01%	Increased
433	D.A. Davidson & Co Great Falls, Montana	$2.23M	-$57.1K	1	0.04%	Reduced
434	FCM Firsthand Capital Management San Jose, California	$2.21M	+$2.07M	1	1.04%	New
435	DTL Dynamic Technology Lab Singapore	$2.2M	+$1.2M	4	0.31%	Increased
436	VF Virtu Financial New York	$2.18M	+$1.94M	3	0.13%	Increased
437	NB Northwest Bancshares Warren, Pennsylvania	$2.17M	+$99.2K	1	0.96%	Increased
438	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$2.16M	+$1.04M	1	0.56%	Increased
439	ICP Indus Capital Partners New York	$2.12M	+$642K	1	0.27%	Increased
440	Hawk Ridge Capital Management Los Angeles, California	$2.12M	+$2.3M	1	0.47%	New
441	Commerce Bank Kansas City, Missouri	$2.09M	-$1.2M	1	0.02%	Reduced
442	BAC Boys Arnold & Co Asheville, North Carolina	$2.06M	-$37.9K	1	0.29%	Reduced
443	SH Svenska Handelsbanken Stockholm, Sweden	$2.05M	$0	1	2.64%	Maintained
444	Castleark Management Chicago, Illinois	$2.04M	+$958K	1	0.06%	Increased
445	TPSF Texas Permanent School Fund Austin, Texas	$2.04M	-$75.3K	3	0.03%	Reduced
446	AIM Assured Investment Management New York	$2.03M	+$500K	4	0.04%	Increased
447	Thornburg Investment Management Santa Fe, New Mexico	$2.02M	-$711K	1	0.02%	Reduced
448	Hotchkis & Wiley Capital Management Los Angeles, California	$2M	+$619K	1	0.01%	Increased
449	MM Midas Management New York	$1.99M	$0	1	0.89%	Maintained
450	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$1.98M	-$51.7K	1	0.39%	Reduced