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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	OCM Osterweis Capital Management San Francisco, California	$7.75M	+$7.02M	1	0.42%	New
502	Janney Montgomery Scott Philadelphia, Pennsylvania	$7.72M	-$913K	4	0.04%	Reduced
503	VA Verdad Advisers Boston, Massachusetts	$7.71M	$0	1	2.46%	Maintained
504	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$7.7M	+$930K	5	0.09%	Increased
505	Vestcor Inc Fredericton, New Brunswick, Canada	$7.69M	-$3.99M	2	0.29%	Reduced
506	KIM Kestrel Investment Management San Mateo, California	$7.61M	-$560K	1	3.19%	Reduced
507	VFA Voya Financial Advisors Windsor, Connecticut	$7.43M	+$309K	1	0.29%	Increased
508	TCCM Timber Creek Capital Management Boston, Massachusetts	$7.37M	-$167K	1	2.83%	Reduced
509	AL Arnhold LLC New York	$7.37M	-$434K	1	0.88%	Reduced
510	SAM Synergy Asset Management Vancouver, Washington	$7.36M	-$111K	1	2.2%	Reduced
511	Engineers Gate Manager New York	$7.2M	+$3.28M	5	0.36%	Increased
512	Madison Asset Management Madison, Wisconsin	$7.17M	-$466K	1	0.1%	Reduced
513	Scout Investments Kansas City, Missouri	$7.14M	-$89.3K	1	0.11%	Reduced
514	GI Glovista Investments Jersey City, New Jersey	$7.09M	+$703K	1	2.16%	Increased
515	Guggenheim Capital Chicago, Illinois	$7.09M	+$299K	4	0.05%	Increased
516	EGA Evermore Global Advisors Summit, New Jersey	$7.08M	$0	1	4.99%	Maintained
517	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$7.08M	+$612K	1	0.32%	Increased
518	Independent Financial Group San Diego, California	$6.97M	+$944K	1	0.9%	Increased
519	Nicholas Company Milwaukee, Wisconsin	$6.96M	+$6.3M	1	0.13%	New
520	Employees Retirement System of Texas Austin, Texas	$6.93M	+$7.26M	1	0.09%	New
521	OCM Ovata Capital Management Hong Kong	$6.92M	+$7.25M	2	4.31%	Increased
522	KeyBank National Association Cleveland, Ohio	$6.91M	-$1.64M	1	0.03%	Reduced
523	Banque Pictet & Cie Geneva 73, Switzerland	$6.9M	+$4.67M	1	0.09%	Increased
524	BDS Banco de Sabadell Miami, Florida	$6.89M	-$16.5M	2	0.71%	Reduced
525	Erste Asset Management Vienna, Austria	$6.87M	+$7.3M	1	0.17%	Increased