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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
551	FC Franchise Capital Grand Cayman, Cayman Islands	$5.52M	-$18.3M	1	1.98%	Reduced
552	GAAM Guinness Atkinson Asset Management Pasadena, California	$5.52M	+$81.1K	1	3.07%	Increased
553	LGT Group Foundation Vaduz, Liechtenstein	$5.51M	+$599K	1	0.14%	Increased
554	Schonfeld Strategic Advisors New York	$5.5M	-$4.65M	2	0.04%	Reduced
555	FPFS First Personal Financial Services Charlotte, North Carolina	$5.48M	+$113K	1	1.43%	Increased
556	Academy Capital Management Waco, Texas	$5.42M	-$98.4K	1	1.15%	Reduced
557	Eagle Global Advisors Houston, Texas	$5.42M	+$381K	2	0.35%	Increased
558	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$5.4M	+$4.44K	1	0.24%	Increased
559	DSM Capital Partners Palm Beach Gardens, Florida	$5.4M	-$77.9K	1	0.09%	Reduced
560	CIM Contravisory Investment Management Norwell, Massachusetts	$5.34M	-$140K	1	1.51%	Reduced
561	First Manhattan New York	$5.33M	+$159K	2	0.02%	Increased
562	KCM Kempner Capital Management Galveston, Texas	$5.33M	$0	1	3.21%	Maintained
563	Fuller & Thaler Asset Management San Mateo, California	$5.3M	-$2.4M	1	0.03%	Reduced
564	Boothbay Fund Management New York	$5.26M	+$1.83M	2	0.13%	Increased
565	Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel	$5.23M	+$2.06M	1	1.11%	Increased
566	Oliver Luxxe Assets Gladstone, New Jersey	$5.22M	+$917K	2	1.34%	Increased
567	American Assets Investment Management San Diego, California	$5.21M	$0	1	0.58%	Maintained
568	William Blair & Company Chicago, Illinois	$5.21M	-$103K	1	0.02%	Reduced
569	GCM Gunderson Capital Management Mt. Pleasant, South Carolina	$5.2M	-$273K	1	3.54%	Reduced
570	GuardCap Asset Management London, United Kingdom	$5.2M	-$1.73M	1	0.07%	Reduced
571	Natixis Paris, France	$5.19M	+$1.75M	1	0.04%	Increased
572	BCC Bridge City Capital Lake Oswego, Oregon	$5.13M	+$428K	2	2.59%	Increased
573	Tocqueville Asset Management New York	$5.11M	+$2.99M	2	0.1%	Increased
574	Balentine LLC Atlanta, Georgia	$5.09M	+$51.4K	2	0.17%	Increased
575	Picton Mahoney Asset Management Toronto, Ontario, Canada	$5.08M	+$886K	2	0.15%	Increased