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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
501	AC Andromeda Capital White Plains, New York	$612K	+$616K	1	0.04%	New
502	Shelton Capital Management Denver, Colorado	$605K	$0	1	0.08%	Maintained
503	Coldstream Capital Management Bellevue, Washington	$598K	$0	1	0.17%	Maintained
504	OA OFI Advisors Philadelphia, Pennsylvania	$588K	+$60K	5	0.04%	Increased
505	SCA Stonebridge Capital Advisors St Paul, Minnesota	$582K	$0	1	0.26%	Maintained
506	CEP Chicago Equity Partners Chicago, Illinois	$576K	+$418K	1	0.02%	Increased
507	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$555K	$0	1	0.23%	Maintained
508	SIA SeaBridge Investment Advisors Summit, New Jersey	$553K	-$181K	1	0.13%	Reduced
509	LNB Ledyard National Bank	$543K	-$4.83M	1	0.1%	Reduced
510	AHC Anderson Hoagland & Co St Louis, Missouri	$535K	$0	1	0.33%	Maintained
511	Bailard Foster City, California	$532K	$0	1	0.08%	Maintained
512	V1I Victoria 1522 Investments San Francisco, California	$530K	-$5.4M	1	5.59%	Reduced
513	IB Intrust Bank Wichita, Kansas	$528K	+$65K	1	0.2%	Increased
514	Avalon Investment & Advisory Houston, Texas	$514K	+$289K	1	0.03%	Increased
515	B BancorpSouth Tupelo, Mississippi	$512K	$0	2	0.06%	Maintained
516	First Allied Advisory Services San Diego, California	$510K	+$176K	1	0.04%	Increased
517	Flossbach Von Storch Cologne, Germany	$505K	+$62.6K	1	0.01%	Increased
518	Fred Alger Management New York	$499K	$0	1	0%	Maintained
519	SR Sloane Robinson London, United Kingdom	$498K	+$133K	1	0.71%	Increased
520	IFS Ifrah Financial Services Little Rock, Arkansas	$496K	+$588	1	0.19%	Increased
521	Fulton Bank Lancaster, Pennsylvania	$495K	-$33.1K	2	0.06%	Reduced
522	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$492K	$0	1	0.15%	Maintained
523	Pictet Asset Management (UK) London, United Kingdom	$489K	-$59.3K	1	0%	Reduced
524	MPA Marvin & Palmer Associates Wilmington, Delaware	$482K	-$75.1K	1	0.49%	Reduced
525	Brinker Capital Berwyn, Pennsylvania	$478K	+$5.09K	1	0.04%	Increased