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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
451	Johnson Investment Counsel Cincinnati, Ohio	$523K	+$47.6K	1	0.02%	Increased
452	Shelton Capital Management Denver, Colorado	$523K	$0	1	0.08%	Maintained
453	BOK Financial Tulsa, Oklahoma	$513K	+$10K	1	0.02%	Increased
454	ZCM Zebra Capital Management Stamford, Connecticut	$513K	+$292K	1	0.27%	Increased
455	DekaBank Deutsche Girozentrale Frankfurt, Germany	$502K	+$249K	1	0.01%	Increased
456	SCA Secor Capital Advisors New York	$500K	+$435K	1	0.2%	New
457	Stephens Inc Little Rock, Arkansas	$497K	-$3.02K	1	0.02%	Reduced
458	Bessemer Group Woodbridge, New Jersey	$494K	-$7.84M	2	0%	Reduced
459	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$488K	$0	1	0.22%	Maintained
460	BB&T Securities Richmond, Virginia	$488K	+$149K	1	0.01%	Increased
461	SCA Stonebridge Capital Advisors St Paul, Minnesota	$484K	+$493K	1	0.25%	New
462	SR Sloane Robinson London, United Kingdom	$478K	-$270K	1	0.28%	Reduced
463	Calamos Wealth Management Naperville, Illinois	$477K	-$24.7K	1	0.15%	Reduced
464	AW Alpha Windward Westwood, Massachusetts	$473K	+$38.1K	1	0.33%	Increased
465	Pictet Asset Management (UK) London, United Kingdom	$472K	-$642K	1	0%	Reduced
466	IFS Ifrah Financial Services Little Rock, Arkansas	$467K	-$4.97K	1	0.19%	Reduced
467	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$466K	$0	1	0.04%	Maintained
468	LG Laidlaw Group Bedford Hills, New York	$466K	+$4.14K	1	0.25%	Increased
469	OA OFI Advisors Philadelphia, Pennsylvania	$461K	-$1.48K	4	0.04%	Reduced
470	NA Navellier & Associates Reno, Nevada	$455K	+$92.4K	1	0.02%	Increased
471	Cetera Advisor Networks El Segundo, California	$449K	+$29.3K	1	0.03%	Increased
472	AHC Anderson Hoagland & Co St Louis, Missouri	$446K	$0	1	0.31%	Maintained
473	DTL Dynamic Technology Lab Singapore	$444K	+$188K	2	0.3%	Increased
474	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$443K	-$234K	1	0.04%	Reduced
475	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$425K	$0	1	0.14%	Maintained