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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	Cubist Systematic Strategies Stamford, Connecticut	$10M	-$4.84M	7	0.13%	Reduced
452	Avalon Investment & Advisory Houston, Texas	$9.91M	-$2.47M	1	0.23%	Reduced
453	SWM Segment Wealth Management Houston, Texas	$9.84M	-$139K	1	1.31%	Reduced
454	GA Gagnon Advisors New York	$9.83M	$0	1	4.05%	Maintained
455	AIG American International Group New York	$9.8M	+$3.88M	4	0.03%	Increased
456	PGAM Princeton Global Asset Management Princeton, New Jersey	$9.72M	-$2.48M	1	3.14%	Reduced
457	Simplex Trading Chicago, Illinois	$9.68M	+$7.01M	5	0.02%	Increased
458	Westfield Capital Management Boston, Massachusetts	$9.66M	-$30.4M	1	0.06%	Reduced
459	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$9.6M	+$1.95M	1	0.21%	Increased
460	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$9.58M	-$422K	2	2.22%	Reduced
461	Tidal Investments Milwaukee, Wisconsin	$9.53M	+$2.1M	1	0.45%	Increased
462	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$9.46M	+$9.91M	1	13.77%	New
463	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$9.4M	-$236K	1	1.07%	Reduced
464	FBC Fairfield, Bush & Co Darien, Connecticut	$9.39M	-$607K	1	2.68%	Reduced
465	Glenmede Trust Philadelphia, Pennsylvania	$9.36M	+$644K	3	0.05%	Increased
466	DCM Dupont Capital Management Wilmington, Delaware	$9.25M	+$2M	2	0.22%	Increased
467	RNC Capital Management Los Angeles, California	$9.24M	-$1.21M	1	0.52%	Reduced
468	Van Berkom & Associates Montreal, Quebec, Canada	$9.21M	-$2.46M	1	0.2%	Reduced
469	CCP Clough Capital Partners Boston, Massachusetts	$9.2M	-$32.3M	1	0.41%	Reduced
470	LAM Lapides Asset Management Greenwich, Connecticut	$9.1M	-$7.67M	1	3.81%	Reduced
471	ACM Analog Century Management New York	$9.08M	-$36.4K	1	3.69%	Reduced
472	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$9.07M	+$96.9K	2	1.4%	Increased
473	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$9.07M	+$5.93M	2	0.08%	Increased
474	KIA KCM Investment Advisors Greenbrae, California	$9.05M	+$1.25M	1	0.4%	Increased
475	CC Clearline Capital New York	$9.05M	-$23.7M	1	1.17%	Reduced