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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	SCA Snowden Capital Advisors New York	$12.3M	-$269K	2	0.47%	Reduced
452	Congress Wealth Management Boston, Massachusetts	$12.3M	-$920K	2	0.23%	Reduced
453	Mizuho Markets Americas New York	$12.2M	+$11.2M	1	0.34%	New
454	Greenleaf Trust Kalamazoo, Michigan	$12.1M	-$141K	2	0.13%	Reduced
455	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$12M	+$3.02M	1	0.54%	Increased
456	CGA Compound Global Advisors Mercer Island, Washington	$11.9M	+$1.76M	1	2.21%	Increased
457	Comerica Bank Dallas, Texas	$11.9M	+$3.87M	5	0.05%	Increased
458	Fayez Sarofim & Co Houston, Texas	$11.9M	-$3.72K	1	0.04%	Reduced
459	HM Payson & Co Portland, Maine	$11.8M	-$32.1M	2	0.25%	Reduced
460	SG Americas Securities New York	$11.7M	-$11.3M	5	0.11%	Reduced
461	Ethic Inc New York	$11.7M	+$160K	3	0.35%	Increased
462	NGA Naples Global Advisors Naples, Florida	$11.7M	+$116K	1	1.28%	Increased
463	Veritas Asset Management London, United Kingdom	$11.7M	-$10.8M	1	0.08%	Reduced
464	Glenmede Trust Philadelphia, Pennsylvania	$11.5M	+$6.73M	5	0.06%	Increased
465	CTC (Chicago Trading Company) Chicago, Illinois	$11.5M	+$10.3M	1	0.01%	Increased
466	Jefferies Financial Group New York	$11.5M	+$8.41M	2	0.08%	Increased
467	NCM Noesis Capital Mangement Boca Raton, Florida	$11.5M	-$118K	1	2.71%	Reduced
468	Old National Bancorp Evansville, Indiana	$11.4M	+$252K	1	0.3%	Increased
469	QRG Capital Management Chicago, Illinois	$11.4M	+$2.5M	5	0.17%	Increased
470	Salem Investment Counselors Winston Salem, North Carolina	$11.3M	+$402K	1	0.39%	Increased
471	NP NS Partners London, United Kingdom	$11.2M	-$9.34M	1	0.55%	Reduced
472	Atria Investments Charlotte, North Carolina	$11.2M	-$581K	2	0.17%	Reduced
473	MIC Meridian Investment Counsel Lafayette, California	$11.2M	+$28.6K	1	3.84%	Increased
474	Factory Mutual Insurance Waltham, Massachusetts	$11.1M	$0	1	0.14%	Maintained
475	Thompson Siegel & Walmsley Richmond, Virginia	$11.1M	-$1.07M	1	0.18%	Reduced