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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	SSA South Street Advisors New York	$10.2M	-$2.8M	1	2.03%	Reduced
452	OCM Olstein Capital Management Purchase, New York	$10.2M	-$516K	1	1.64%	Reduced
453	Marshall Wace London, United Kingdom	$10.1M	-$28.9M	1	0.02%	Reduced
454	TCMG TSP Capital Management Group Summit, New Jersey	$10M	+$541K	1	3.62%	Increased
455	HCM Hillman Capital Management Bethesda, Maryland	$10M	+$558	1	3.53%	Increased
456	MFS Mirabella Financial Services London, United Kingdom	$9.97M	+$8.72M	3	1.09%	New
457	Brandywine Global Investment Management Philadelphia, Pennsylvania	$9.94M	-$7.28M	2	0.08%	Reduced
458	Davenport & Co Richmond, Virginia	$9.93M	-$36.4K	1	0.07%	Reduced
459	SIA SeaBridge Investment Advisors Summit, New Jersey	$9.72M	+$1.61M	1	3.19%	Increased
460	CGA Compound Global Advisors Mercer Island, Washington	$9.69M	-$8.43M	1	2.24%	Reduced
461	Fuller & Thaler Asset Management San Mateo, California	$9.69M	-$20.2M	1	0.06%	Reduced
462	State of Tennessee, Department of Treasury Nashville, Tennessee	$9.6M	+$159K	5	0.04%	Increased
463	Salem Investment Counselors Winston Salem, North Carolina	$9.58M	+$506K	2	0.35%	Increased
464	IEFM IQ EQ Fund Management Dublin 2, Ireland	$9.46M	+$145K	1	1.8%	Increased
465	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$9.45M	-$447K	1	0.5%	Reduced
466	Cetera Investment Advisers Schaumburg, Illinois	$9.43M	+$74.4K	2	0.08%	Increased
467	Ethic Inc New York	$9.3M	-$236K	3	0.34%	Reduced
468	PCM Portolan Capital Management Boston, Massachusetts	$9.27M	+$5.32M	1	0.82%	Increased
469	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$9.16M	+$287K	2	1.91%	Increased
470	SCGE Management Menlo Park, California	$9.16M	+$8.45M	1	0.22%	New
471	Bank of Nova Scotia Toronto, Ontario, Canada	$9.09M	+$30.2K	1	0.02%	Increased
472	Profund Advisors Bethesda, Maryland	$9.07M	+$198K	4	0.49%	Increased
473	Douglass Winthrop Advisors New York	$9.04M	-$157K	1	0.22%	Reduced
474	MKA M. Kulyk & Associates Decatur, Georgia	$8.98M	+$219K	1	2.51%	Increased
475	Vanguard Personalized Indexing Management Oakland, California	$8.97M	+$844K	6	0.27%	Increased