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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	Virginia Retirement Systems Richmond, Virginia	$761K	+$731K	1	0.01%	New
502	SAM Symphony Asset Management San Francisco, California	$751K	+$524K	1	0.09%	Increased
503	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$733K	$0	3	0.57%	Maintained
504	BAM Bruderman Asset Management Locust Valley, New York	$728K	+$731K	1	0.28%	New
505	PCM Price Capital Management Lafayette, Louisiana	$726K	-$1.5M	1	0.45%	Reduced
506	P Pitcairn Conshohocken, Pennsylvania	$711K	-$43.1K	1	0.08%	Reduced
507	Avalon Investment & Advisory Houston, Texas	$707K	+$10.5K	1	0.03%	Increased
508	BUB BBVA USA Bancshares Houston, Texas	$707K	-$371K	1	0.03%	Reduced
509	Daiwa Securities Group Tokyo, Japan	$704K	+$683K	1	0%	Increased
510	HSA Hussman Strategic Advisors Ellicott City, Maryland	$704K	-$589K	1	0.07%	Reduced
511	Shelton Capital Management Denver, Colorado	$704K	$0	1	0.08%	Maintained
512	Maverick Capital Dallas, Texas	$702K	+$674K	1	0.01%	New
513	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$699K	+$36.9K	1	0.48%	Increased
514	SIM Sterling Investment Management Tucson, Arizona	$692K	-$143K	1	0.49%	Reduced
515	MSU Maple Securities USA Jersey City, New Jersey	$686K	+$688K	1	0.06%	New
516	TGI Tradewinds Global Investors Los Angeles, California	$681K	-$284K	1	0.03%	Reduced
517	AR Advisory Research Chicago, Illinois	$680K	$0	2	0.01%	Maintained
518	Private Advisor Group Morristown, New Jersey	$680K	+$317K	2	0.04%	Increased
519	Los Angeles Capital Management Los Angeles, California	$672K	-$8.78K	1	0.01%	Reduced
520	SCA Stonebridge Capital Advisors St Paul, Minnesota	$668K	-$10K	1	0.26%	Reduced
521	DCM Dynamic Capital Management St. Helier, Jersey	$658K	+$406K	2	0.24%	Increased
522	AAM Azzad Asset Management Falls Church, Virginia	$658K	-$61.3K	1	0.32%	Reduced
523	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$657K	-$237K	3	0.05%	Reduced
524	PCM Prelude Capital Management New York	$651K	+$403K	5	0.09%	Increased
525	Creative Planning Overland Park, Kansas	$648K	-$613K	4	0.01%	Reduced