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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	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$1.16M	-$80K	1	0.54%	Reduced
452	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.15M	+$25.5K	2	0.01%	Increased
453	LCM Landscape Capital Management Englewood, New Jersey	$1.14M	+$976K	3	0.3%	Increased
454	CS Comerica Securities Detroit, Michigan	$1.13M	+$649K	1	0.29%	Increased
455	Clark Capital Management Group Philadelphia, Pennsylvania	$1.13M	+$200K	1	0.1%	Increased
456	HCM Hodges Capital Management Dallas, Texas	$1.13M	-$4.28M	1	0.04%	Reduced
457	First Allied Advisory Services San Diego, California	$1.12M	+$305K	2	0.07%	Increased
458	Commerce Bank Kansas City, Missouri	$1.11M	+$4.99K	1	0.02%	Increased
459	Rafferty Asset Management New York	$1.11M	-$620K	1	0.08%	Reduced
460	People's United Financial Bridgeport, Connecticut	$1.1M	-$1.39M	1	0.06%	Reduced
461	ClearBridge Investments New York	$1.1M	$0	2	0%	Maintained
462	HIP Hatteras Investment Partners Raleigh, North Carolina	$1.1M	-$518K	1	0.59%	Reduced
463	Regents of the University of California Oakland, California	$1.08M	-$266K	1	1.09%	Reduced
464	Hudson Bay Capital Management Stamford, Connecticut	$1.06M	+$1.06M	1	0.03%	New
465	SAM Shell Asset Management The Hague, Netherlands	$1.05M	-$3.08K	1	0.02%	Reduced
466	CC Cipher Capital New York	$1.04M	+$465K	3	0.17%	Increased
467	NG NatWest Group Edinburgh, Scotland, United Kingdom	$1.03M	-$236K	1	0.01%	Reduced
468	PAM Paradigm Asset Management New York	$1.02M	+$19.5K	3	0.11%	Increased
469	COI Connable Office Inc Kalamazoo, Michigan	$1M	$0	1	0.26%	Maintained
470	FPFS First Personal Financial Services Charlotte, North Carolina	$997K	-$14.4K	1	0.6%	Reduced
471	PineBridge Investments New York	$996K	+$94.6K	4	0.04%	Increased
472	LCP Lombardia Capital Partners Pasadena, California	$988K	-$106K	1	0.03%	Reduced
473	PP Paloma Partners Greenwich, Connecticut	$974K	-$73.7K	1	0.03%	Reduced
474	HPCM High Pointe Capital Management Chicago, Illinois	$966K	-$13.9K	1	0.35%	Reduced
475	First Citizens Bank & Trust Raleigh, North Carolina	$962K	+$23.8K	1	0.07%	Increased