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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	Tokio Marine Asset Management Tokyo, Japan	$10.3M	-$566K	1	0.72%	Reduced
427	NGA Naples Global Advisors Naples, Florida	$10.3M	+$10.8K	1	1.28%	Increased
428	Peregrine Capital Management Minneapolis, Minnesota	$10.1M	-$1.03M	1	0.29%	Reduced
429	Harvard Management Company Boston, Massachusetts	$9.98M	$0	1	1.05%	Maintained
430	OCM Osterweis Capital Management San Francisco, California	$9.92M	+$671K	1	0.67%	Increased
431	EAM Eschler Asset Management London, United Kingdom	$9.88M	+$5.54M	1	7.81%	Increased
432	MIC Meridian Investment Counsel Lafayette, California	$9.87M	-$15.8K	1	3.75%	Reduced
433	AIG American International Group New York	$9.77M	-$31.9K	4	0.06%	Reduced
434	TPSF Texas Permanent School Fund Austin, Texas	$9.76M	+$2.37M	4	0.1%	Increased
435	CA CapWealth Advisors Franklin, Tennessee	$9.73M	+$2.52M	1	1.21%	Increased
436	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$9.73M	+$2.17M	2	0.48%	Increased
437	GH GAM Holding Zurich, Switzerland	$9.68M	+$79.4K	1	0.67%	Increased
438	OCM Olstein Capital Management Purchase, New York	$9.54M	-$1.51M	1	1.49%	Reduced
439	Granahan Investment Management Waltham, Massachusetts	$9.38M	-$268K	1	0.29%	Reduced
440	Guggenheim Capital Chicago, Illinois	$9.38M	+$1.76M	4	0.08%	Increased
441	Aquatic Capital Management Chicago, Illinois	$9.34M	+$2.6M	3	0.58%	Increased
442	TAM Telemark Asset Management Boston, Massachusetts	$9.3M	+$8.98M	1	1.38%	New
443	BCM Barrier Capital Management San Francisco, California	$9.25M	+$1.62M	1	10.91%	Increased
444	Simplex Trading Chicago, Illinois	$9.25M	+$7.42M	5	0.01%	Increased
445	HCM Hillman Capital Management Bethesda, Maryland	$9.22M	-$62.7K	1	3.49%	Reduced
446	Davenport & Co Richmond, Virginia	$9.19M	+$101K	1	0.07%	Increased
447	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$9.16M	$0	1	0.52%	Maintained
448	Ethic Inc New York	$9.13M	+$709K	3	0.37%	Increased
449	Old National Bancorp Evansville, Indiana	$9.04M	+$114K	1	0.28%	Increased
450	ACB Aristotle Capital Boston Boston, Massachusetts	$8.87M	+$1.23M	1	0.27%	Increased