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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
526	Salem Investment Counselors Winston Salem, North Carolina	$4.55M	+$3.62M	1	0.19%	Increased
527	Vestmark Advisory Solutions Wakefield, Massachusetts	$4.51M	+$463K	1	0.22%	Increased
528	HCM Hodges Capital Management Dallas, Texas	$4.5M	+$1.09M	2	0.39%	Increased
529	Kennedy Capital Management St Louis, Missouri	$4.5M	-$10.5M	2	0.13%	Reduced
530	CC Criteria Caixa Barcelona, Spain	$4.48M	$0	1	0.57%	Maintained
531	AAIM American Assets Investment Management San Diego, California	$4.47M	+$4.34M	1	0.52%	New
532	HA HHLR Advisors Grand Cayman, Cayman Islands	$4.47M	-$3.26M	1	0.09%	Reduced
533	Carmignac Gestion Paris, France	$4.4M	-$6.1M	1	0.08%	Reduced
534	AP Appleton Partners Boston, Massachusetts	$4.39M	-$1.12M	1	0.42%	Reduced
535	NIMI Natixis Investment Managers International Paris, France	$4.35M	$0	1	0.33%	Maintained
536	RNC Capital Management Los Angeles, California	$4.34M	-$117K	1	0.24%	Reduced
537	TCCM Timber Creek Capital Management Boston, Massachusetts	$4.32M	+$9.26K	1	1.64%	Increased
538	AFG American Financial Group Cincinnati, Ohio	$4.29M	-$12.8M	1	1.43%	Reduced
539	Advisor Partners II Walnut Creek, California	$4.26M	+$924K	2	0.26%	Increased
540	Nishkama Capital LLC Dorado, Puerto Rico	$4.25M	+$4.13M	1	1.42%	New
541	IAIM Industrial Alliance Investment Management Quebec, Quebec, Canada	$4.25M	$0	1	0.12%	Maintained
542	NW Naviter Wealth Little Rock, Arkansas	$4.2M	+$248K	1	1.15%	Increased
543	AMI Amica Mutual Insurance Providence, Rhode Island	$4.2M	$0	1	0.53%	Maintained
544	2C 272 Capital Dallas, Texas	$4.12M	-$18.8M	1	1.85%	Reduced
545	Bleakley Financial Group Fairfield, New Jersey	$4.12M	+$3.99M	2	0.15%	New
546	RCAP Resolute Capital Asset Partners Denver, Colorado	$4.1M	+$3.98M	1	3.66%	New
547	Advisors Asset Management Monument, Colorado	$4.07M	-$1.29M	4	0.08%	Reduced
548	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$4.02M	-$4.46M	1	0.22%	Reduced
549	BBNA Bremer Bank National Association St Paul, Minnesota	$3.98M	+$1.39M	1	0.77%	Increased
550	Advisory Services Network Atlanta, Georgia	$3.98M	+$888K	7	0.12%	Increased