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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	Commerce Bank Kansas City, Missouri	$1.05M	-$185K	1	0.02%	Reduced
452	Scotia Capital Toronto, Ontario, Canada	$1.04M	-$310K	2	0.03%	Reduced
453	ClearBridge Investments New York	$1.04M	-$1.83K	2	0%	Reduced
454	BUB BBVA USA Bancshares Houston, Texas	$1.03M	+$24.2K	1	0.05%	Increased
455	LCP Lombardia Capital Partners Pasadena, California	$1.01M	-$157K	1	0.03%	Reduced
456	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.01M	+$10.2K	2	0.01%	Increased
457	DTL Dynamic Technology Lab Singapore	$1M	+$97.9K	4	0.51%	Increased
458	PP Paloma Partners Greenwich, Connecticut	$981K	-$434K	2	0.04%	Reduced
459	EMG Ellington Management Group Old Greenwich, Connecticut	$979K	+$492K	3	0.32%	Increased
460	SAM Shell Asset Management The Hague, Netherlands	$975K	$0	1	0.02%	Maintained
461	FPFS First Personal Financial Services Charlotte, North Carolina	$963K	+$938K	1	0.56%	New
462	COI Connable Office Inc Kalamazoo, Michigan	$953K	-$32.4K	1	0.26%	Reduced
463	RIL Rothschild Investment LLC Chicago, Illinois	$937K	-$6.01K	1	0.11%	Reduced
464	APCM Arbiter Partners Capital Management New York	$935K	$0	1	0.09%	Maintained
465	HPCM High Pointe Capital Management Chicago, Illinois	$934K	$0	1	0.41%	Maintained
466	CCP Clough Capital Partners Boston, Massachusetts	$932K	+$907K	1	0.03%	New
467	Guinness Asset Management London, United Kingdom	$932K	+$907K	1	0.46%	New
468	TGI Tradewinds Global Investors Los Angeles, California	$919K	+$447K	1	0.04%	Increased
469	RAM RWC Asset Management London, United Kingdom	$906K	+$25.3K	1	0.07%	Increased
470	WhitTier Trust Company Reno, Nevada	$900K	-$63.4K	1	0.1%	Reduced
471	Clark Capital Management Group Philadelphia, Pennsylvania	$885K	+$163K	1	0.08%	Increased
472	Horizon Kinetics New York	$885K	+$225K	1	0.01%	Increased
473	PAM Paradigm Asset Management New York	$880K	+$372K	3	0.11%	Increased
474	OA OFI Advisors Philadelphia, Pennsylvania	$879K	+$226K	4	0.06%	Increased
475	First Citizens Bank & Trust Raleigh, North Carolina	$868K	-$805K	1	0.07%	Reduced