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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	D.A. Davidson & Co Great Falls, Montana	$1.6M	+$163K	3	0.04%	Increased
452	FDS First Dallas Securities Dallas, Texas	$1.59M	-$100K	1	1.16%	Reduced
453	MM Midas Management New York	$1.57M	$0	1	0.83%	Maintained
454	RCIM Russell Clark Investment Management London, United Kingdom	$1.57M	+$1.56M	1	0.44%	New
455	Martingale Asset Management Boston, Massachusetts	$1.55M	-$2.14M	1	0.02%	Reduced
456	CC Cipher Capital New York	$1.53M	+$644K	2	0.12%	Increased
457	RIL Rothschild Investment LLC Chicago, Illinois	$1.52M	-$291K	1	0.17%	Reduced
458	Tudor Investment Corp Stamford, Connecticut	$1.52M	-$2.48M	3	0.05%	Reduced
459	Van Berkom & Associates Montreal, Quebec, Canada	$1.51M	-$778K	1	0.05%	Reduced
460	MC Menta Capital San Francisco, California	$1.49M	-$1.17M	3	0.18%	Reduced
461	HCM Herndon Capital Management Atlanta, Georgia	$1.49M	+$1.01M	2	0.23%	Increased
462	SIC Schwartz Investment Counsel Plymouth, Michigan	$1.49M	$0	1	0.1%	Maintained
463	SC Skylands Capital Milwaukee, Wisconsin	$1.48M	+$552K	1	0.2%	Increased
464	HC Henshaw Capital Woburn, Massachusetts	$1.41M	$0	2	0.15%	Maintained
465	COI Connable Office Inc Kalamazoo, Michigan	$1.41M	+$232K	1	0.31%	Increased
466	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$1.41M	+$6.01K	3	0.07%	Increased
467	Creative Planning Overland Park, Kansas	$1.4M	+$172K	6	0.01%	Increased
468	RHBC R.H. Bluestein & Co Birmingham, Michigan	$1.4M	$0	1	0.08%	Maintained
469	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$1.39M	$0	1	0.15%	Maintained
470	MCC Malaga Cove Capital Pv Estates, California	$1.39M	-$419	2	0.83%	Reduced
471	Eventide Asset Management Boston, Massachusetts	$1.36M	-$138K	1	0.08%	Reduced
472	NAM NorthCoast Asset Management Greenwich, Connecticut	$1.36M	+$1.51M	1	0.16%	New
473	JA JLB & Associates Plymouth, Michigan	$1.34M	+$1.32M	1	0.34%	New
474	Ladenburg Thalmann Financial Services Miami, Florida	$1.31M	+$76.3K	6	0.02%	Increased
475	Atria Investments Charlotte, North Carolina	$1.3M	+$270K	2	0.08%	Increased