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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	Nuveen Charlotte, North Carolina	$1.61M	+$575K	3	0.01%	Increased
452	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$1.61M	$0	1	0.05%	Maintained
453	Mawer Investment Management Calgary, Alberta, Canada	$1.6M	+$1.53M	1	0.02%	New
454	JIR James Investment Research Alpha, Ohio	$1.59M	-$2.58M	3	0.04%	Reduced
455	Candriam SCA Strassen, Luxembourg, Luxembourg	$1.58M	$0	1	0.03%	Maintained
456	FDS First Dallas Securities Dallas, Texas	$1.58M	+$904K	1	1.11%	Increased
457	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$1.58M	+$33.4K	3	0.08%	Increased
458	TCM Tufton Capital Management Hunt Valley, Maryland	$1.58M	-$55.3K	1	0.31%	Reduced
459	Simplicity Solutions Minneapolis, Minnesota	$1.56M	+$23.8K	1	0.24%	Increased
460	FWSM First Wilshire Securities Management Pasadena, California	$1.54M	-$1.53K	1	0.44%	Reduced
461	FRM Fox Run Management Greenwich, Connecticut	$1.53M	+$824K	4	0.62%	Increased
462	SH Svenska Handelsbanken Stockholm, Sweden	$1.52M	+$303K	1	2.04%	Increased
463	MM Midas Management New York	$1.48M	+$1.41M	1	0.78%	New
464	MCC Malaga Cove Capital Pv Estates, California	$1.43M	-$28K	2	0.87%	Reduced
465	WA WESPAC Advisors Orinda, California	$1.43M	-$101K	1	1.65%	Reduced
466	Eventide Asset Management Boston, Massachusetts	$1.41M	+$141K	1	0.09%	Increased
467	First Allied Advisory Services San Diego, California	$1.41M	-$812	1	0.07%	Reduced
468	Maverick Capital Dallas, Texas	$1.4M	+$17.5K	1	0.02%	Increased
469	SIC Schwartz Investment Counsel Plymouth, Michigan	$1.4M	$0	1	0.09%	Maintained
470	D.A. Davidson & Co Great Falls, Montana	$1.36M	-$347K	3	0.03%	Reduced
471	Raymond James Trust St. Petersburg, Florida	$1.36M	-$101K	1	0.1%	Reduced
472	OA Oak Associates Akron, Ohio	$1.35M	-$166K	2	0.11%	Reduced
473	HC Henshaw Capital Woburn, Massachusetts	$1.34M	-$52.1K	2	0.15%	Reduced
474	Janney Montgomery Scott Philadelphia, Pennsylvania	$1.33M	-$165K	3	0.02%	Reduced
475	Ladenburg Thalmann Financial Services Miami, Florida	$1.33M	-$92.8K	6	0.02%	Reduced