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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
476	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$8.17M	-$987K	2	0.41%	Reduced
477	MKA M. Kulyk & Associates Decatur, Georgia	$8.15M	+$457K	1	2.26%	Increased
478	AR Advisory Research Chicago, Illinois	$8.15M	+$1.77M	3	1.13%	Increased
479	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$8.14M	$0	1	0.44%	Maintained
480	Douglass Winthrop Advisors New York	$8.1M	+$352K	1	0.2%	Increased
481	PGAM Princeton Global Asset Management Princeton, New Jersey	$8.1M	+$647K	1	2.3%	Increased
482	GIPM G2 Investment Partners Management New York	$8.06M	+$6.4M	1	1.97%	New
483	HJIM Henry James International Management New York	$8.06M	+$808K	2	3.49%	Increased
484	TC Tenere Capital New York	$8.06M	+$1.95M	1	3.1%	Increased
485	Vident Advisory Alpharetta, Georgia	$8.03M	+$8.57M	6	0.25%	New
486	Mercer Global Advisors Denver, Colorado	$8.02M	+$535K	4	0.03%	Increased
487	OCM Osterweis Capital Management San Francisco, California	$7.99M	-$4.04M	1	0.59%	Reduced
488	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$7.98M	+$227K	2	1.65%	Increased
489	SCGE Management Menlo Park, California	$7.89M	$0	1	0.21%	Maintained
490	State Board of Administration of Florida Retirement System Tallahassee, Florida	$7.87M	+$1.94M	5	0.02%	Increased
491	Illinois Municipal Retirement Fund Oak Brook, Illinois	$7.85M	+$5.9M	4	0.15%	Increased
492	Everett Harris & Co Los Angeles, California	$7.85M	+$218K	1	0.12%	Increased
493	Advisor Partners II Walnut Creek, California	$7.82M	+$1.29M	3	0.31%	Increased
494	MetLife Investment Management Whippany, New Jersey	$7.82M	-$58K	4	0.06%	Reduced
495	Fayez Sarofim & Co Houston, Texas	$7.78M	+$5.23M	1	0.03%	Increased
496	TFS Thoroughbred Financial Services Brentwood, Tennessee	$7.74M	+$1.83M	1	0.76%	Increased
497	BPCA Bank Pictet & Cie (Asia) Singapore	$7.69M	+$167K	1	2.28%	Increased
498	Armistice Capital New York	$7.65M	+$1.51M	1	0.12%	Increased
499	Chartwell Investment Partners Berywn, Pennsylvania	$7.49M	+$900K	2	0.29%	Increased
500	KI Kapitalo Investimentos Sao Paulo, Brazil	$7.46M	+$6.18M	2	1.01%	Increased