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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	BFS Baskin Financial Services Toronto, Ontario, Canada	$37.8M	+$1.88M	1	2.78%	Increased
452	JGUA John G. Ullman & Associates Corning, New York	$37.8M	-$821K	1	5.09%	Reduced
453	Lansforsakringar Fondforvaltning Stockholm, Sweden	$37.6M	-$245K	1	0.19%	Reduced
454	TAM Telemark Asset Management Boston, Massachusetts	$36.7M	+$2.69M	2	3.48%	Increased
455	GAMH Greenwoods Asset Management (HK) Hong Kong	$36.7M	$0	1	0.83%	Maintained
456	Vanguard Personalized Indexing Management Oakland, California	$36.4M	+$2.64M	7	0.37%	Increased
457	Oppenheimer & Co New York	$36.3M	-$204K	2	0.44%	Reduced
458	Diversify Advisory Services Sandy, Utah	$36.3M	-$3.38M	1	1.22%	Reduced
459	Modern Wealth Management Lenexa, Kansas	$36.3M	+$29M	1	0.72%	Increased
460	UBS AM Chicago, Illinois	$36M	-$577M	4	0.01%	Reduced
461	Kornitzer Capital Management Shawnee Mission, Kansas	$35.6M	-$403K	2	0.72%	Reduced
462	SCM SG Capital Management Chicago, Illinois	$35M	+$29M	1	3.12%	New
463	Glenview Capital Management New York	$35M	+$29M	1	0.78%	New
464	Greenleaf Trust Kalamazoo, Michigan	$34.9M	-$15.3K	2	0.32%	Reduced
465	PC Promethos Capital Boston, Massachusetts	$34.7M	+$9.47M	1	9.31%	Increased
466	Choate Investment Advisors Boston, Massachusetts	$34.6M	+$1.34M	1	0.72%	Increased
467	Hotchkis & Wiley Capital Management Los Angeles, California	$34.6M	+$1.12M	2	0.11%	Increased
468	TCM Tran Capital Management San Rafael, California	$34.5M	-$2.75M	1	4.13%	Reduced
469	IEQ Capital Foster City, California	$34.4M	+$12.1M	4	0.1%	Increased
470	PIM Provident Investment Management Novi, Michigan	$34.2M	+$30M	1	3.02%	New
471	Parallax Volatility Advisers San Francisco, California	$33.8M	+$29.6M	1	0.05%	New
472	JPG Jordan Park Group San Francisco, California	$33.7M	+$63.5M	1	1.92%	Increased
473	JCM Janney Capital Management Pittsburgh, Pennsylvania	$33.6M	-$4.42M	1	2.09%	Reduced
474	FC Franchise Capital Grand Cayman, Cayman Islands	$33.4M	$0	1	14.54%	Maintained
475	Quadrant Capital Group Cincinnati, Ohio	$33.1M	+$1.76M	7	1.08%	Increased