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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	AL Airain Ltd St. Peter Port, Guernsey	$662K	-$156K	2	0.12%	Reduced
452	SAM Silphium Asset Management London, United Kingdom	$659K	+$574K	1	0.48%	New
453	LIM Loudon Investment Management West Lebanon, New Hampshire	$653K	-$63.8K	1	0.47%	Reduced
454	Segall Bryant & Hamill Chicago, Illinois	$652K	+$568K	1	0.02%	New
455	SR Sloane Robinson London, United Kingdom	$633K	+$75.2K	1	0.38%	Increased
456	PP Paloma Partners Greenwich, Connecticut	$624K	-$404K	1	0.04%	Reduced
457	Coldstream Capital Management Bellevue, Washington	$622K	$0	1	0.2%	Maintained
458	Johnson Investment Counsel Cincinnati, Ohio	$620K	+$18.1K	1	0.02%	Increased
459	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$613K	+$548K	1	0.29%	New
460	Calamos Wealth Management Naperville, Illinois	$610K	+$55.4K	1	0.18%	Increased
461	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$610K	+$562K	3	0.05%	New
462	CCS Crosspoint Capital Strategies Orinda, California	$605K	+$22.2K	2	0.24%	Increased
463	Shelton Capital Management Denver, Colorado	$601K	$0	1	0.09%	Maintained
464	SCM Stevens Capital Management Radnor, Pennsylvania	$597K	-$549K	1	0.02%	Reduced
465	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$596K	-$62.3K	1	0.07%	Reduced
466	Bessemer Group Woodbridge, New Jersey	$594K	+$24.9K	2	0%	Increased
467	Stephens Inc Little Rock, Arkansas	$574K	+$3.24K	1	0.03%	Increased
468	CL CSS LLC Chicago, Illinois	$573K	+$329K	2	0.03%	Increased
469	Old National Bancorp Evansville, Indiana	$572K	+$78.7K	1	0.05%	Increased
470	Walleye Trading New York	$556K	-$3.35M	3	0.01%	Reduced
471	BOK Financial Tulsa, Oklahoma	$555K	-$30.3K	1	0.02%	Reduced
472	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$552K	-$7.65K	1	0.24%	Reduced
473	P Pitcairn Conshohocken, Pennsylvania	$549K	+$129K	1	0.06%	Increased
474	Pictet Asset Management (UK) London, United Kingdom	$542K	$0	1	0%	Maintained
475	BB&T Securities Richmond, Virginia	$541K	-$16.8K	1	0.01%	Reduced