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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	MIC Meridian Investment Counsel Lafayette, California	$8.4M	-$23.1K	1	3.46%	Reduced
427	Sequoia Financial Advisors Akron, Ohio	$8.37M	+$221K	2	0.24%	Increased
428	Old National Bancorp Evansville, Indiana	$8.31M	-$1.33M	1	0.28%	Reduced
429	NCM Noesis Capital Mangement Boca Raton, Florida	$8.25M	-$353K	1	2.45%	Reduced
430	Mutual of America Capital Management New York	$8.21M	-$79.9K	4	0.11%	Reduced
431	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$8.18M	+$925K	1	4.42%	Increased
432	NPIC Neumeier Poma Investment Counsel Carmel, California	$8.11M	-$1.33M	1	0.63%	Reduced
433	State of Tennessee, Department of Treasury Nashville, Tennessee	$8.07M	-$494K	5	0.04%	Reduced
434	Advisors Asset Management Monument, Colorado	$8.02M	-$1.69M	7	0.14%	Reduced
435	IEFM IQ EQ Fund Management Dublin 2, Ireland	$7.97M	-$350K	1	1.58%	Reduced
436	WI Wafra Inc New York	$7.97M	+$284K	1	0.3%	Increased
437	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$7.81M	+$3.11M	1	0.12%	Increased
438	SSA South Street Advisors New York	$7.79M	-$105K	1	1.77%	Reduced
439	Schonfeld Strategic Advisors New York	$7.77M	-$27.7M	4	0.08%	Reduced
440	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$7.7M	+$215K	1	0.28%	Increased
441	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$7.69M	-$1.46M	1	0.33%	Reduced
442	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$7.67M	$0	1	0.27%	Maintained
443	CMG Cavalry Management Group San Francisco, California	$7.64M	-$646K	1	0.71%	Reduced
444	AIG American International Group New York	$7.64M	-$453K	4	0.05%	Reduced
445	Janney Montgomery Scott Philadelphia, Pennsylvania	$7.61M	+$382K	5	0.03%	Increased
446	TD Waterhouse Canada Toronto, Ontario, Canada	$7.56M	-$1.16M	2	0.09%	Reduced
447	ICM Invenomic Capital Management Boston, Massachusetts	$7.56M	+$40.8K	1	0.54%	Increased
448	Trexquant Investment Stamford, Connecticut	$7.55M	+$3.89M	4	0.34%	Increased
449	Avalon Investment & Advisory Houston, Texas	$7.5M	-$382K	1	0.21%	Reduced
450	GIM Grassi Investment Management Santa Clara, California	$7.49M	-$194K	1	0.99%	Reduced