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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	Guggenheim Capital Chicago, Illinois	$6.3M	+$230K	5	0.06%	Increased
452	TPSF Texas Permanent School Fund Austin, Texas	$6.28M	-$2.57M	4	0.1%	Reduced
453	Mercer Global Advisors Denver, Colorado	$6.23M	+$217K	4	0.03%	Increased
454	Avalon Investment & Advisory Houston, Texas	$6.23M	-$329K	1	0.18%	Reduced
455	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$6.23M	+$940K	1	0.11%	Increased
456	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$6.22M	-$9.36M	2	0.76%	Reduced
457	Thompson Siegel & Walmsley Richmond, Virginia	$6.21M	-$23.1M	1	0.1%	Reduced
458	MKA M. Kulyk & Associates Decatur, Georgia	$6.18M	+$238K	1	2.06%	Increased
459	PGAM Princeton Global Asset Management Princeton, New Jersey	$6.17M	-$12.5K	1	2%	Reduced
460	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$6.16M	+$1.91M	1	0.38%	Increased
461	BCM Barrier Capital Management San Francisco, California	$6.07M	+$5.89M	1	8.99%	New
462	Ritholtz Wealth Management New York	$6.04M	+$2.61M	4	0.34%	Increased
463	ERIC Eagle Rock Investment Company Atlanta, Georgia	$6.01M	+$19.2K	1	1.39%	Increased
464	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$5.99M	-$276K	1	0.68%	Reduced
465	CC Clearline Capital New York	$5.97M	-$53.2M	1	1.07%	Reduced
466	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$5.97M	+$1.43M	2	0.31%	Increased
467	Erste Asset Management Vienna, Austria	$5.95M	+$5.14M	1	0.13%	Increased
468	Edmond de Rothschild Holding Chambesy, Switzerland	$5.94M	+$1.14M	4	0.14%	Increased
469	Atria Investments Charlotte, North Carolina	$5.93M	-$373K	1	0.12%	Reduced
470	OWP Old Well Partners Charlotte, North Carolina	$5.92M	+$1.89M	2	5.13%	Increased
471	Cetera Investment Advisers Schaumburg, Illinois	$5.92M	+$3.52M	2	0.05%	Increased
472	California Public Employees Retirement System Sacramento, California	$5.9M	+$576K	1	0.01%	Increased
473	KBC Group Brussels, Belgium	$5.86M	-$863K	5	0.03%	Reduced
474	QI Qtron Investments Boston, Massachusetts	$5.79M	+$5.01M	1	1.22%	Increased
475	Congress Wealth Management Boston, Massachusetts	$5.77M	-$742K	2	0.15%	Reduced