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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	Weiss Asset Management Boston, Massachusetts	$5.11M	+$5.39M	1	0.21%	New
502	Amalgamated Bank New York	$5M	-$1.3M	4	0.04%	Reduced
503	SignatureFD Atlanta, Georgia	$4.99M	+$358K	7	0.15%	Increased
504	PAMI Perseverance Asset Management International George Town, Cayman Islands	$4.93M	-$1.09M	1	2.21%	Reduced
505	BPCA Bank Pictet & Cie (Asia) Singapore	$4.93M	+$481K	1	1.77%	Increased
506	CIBC Asset Management Toronto, Ontario, Canada	$4.88M	+$1.56M	1	0.02%	Increased
507	GAAM Guinness Atkinson Asset Management Pasadena, California	$4.84M	-$154K	1	3.05%	Reduced
508	First Manhattan New York	$4.82M	+$8.89K	2	0.02%	Increased
509	Fifth Third Bancorp Cincinnati, Ohio	$4.79M	-$551K	6	0.02%	Reduced
510	Prospera Financial Services Dallas, Texas	$4.79M	+$3.12M	2	0.24%	Increased
511	AA Altrafin AG Zurich,	$4.77M	+$66.6K	1	2.79%	Increased
512	SGI Summit Global Investments Bountiful, Utah	$4.76M	+$201K	1	0.4%	Increased
513	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$4.7M	-$7.23K	1	0.27%	Reduced
514	State Board of Administration of Florida Retirement System Tallahassee, Florida	$4.7M	-$1.64M	4	0.01%	Reduced
515	D.A. Davidson & Co Great Falls, Montana	$4.68M	-$149K	3	0.06%	Reduced
516	BCC Biglari Capital Corp San Antonio, Texas	$4.65M	-$5.87M	1	0.8%	Reduced
517	DSM Capital Partners Palm Beach Gardens, Florida	$4.65M	-$1.76M	1	0.08%	Reduced
518	NB Northwest Bancshares Warren, Pennsylvania	$4.65M	+$942K	1	0.93%	Increased
519	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$4.64M	+$728K	2	0.03%	Increased
520	F.L. Putnam Investment Management Lynnfield, Massachusetts	$4.62M	+$99.7K	1	0.17%	Increased
521	TD Waterhouse Canada Toronto, Ontario, Canada	$4.61M	-$328K	2	0.05%	Reduced
522	LI LMCG Investments Boston, Massachusetts	$4.58M	-$288K	1	0.32%	Reduced
523	SSCM Summit Street Capital Management New York	$4.57M	-$1.63M	1	2.88%	Reduced
524	KCM Kempner Capital Management Galveston, Texas	$4.57M	+$928K	1	2.77%	Increased
525	FPFS First Personal Financial Services Charlotte, North Carolina	$4.55M	+$385K	1	1.23%	Increased