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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	MIC Maxi Investments CY Limassol, Cyprus	$14.6M	+$2.71M	1	3.28%	Increased
552	Cambiar Investors Denver, Colorado	$14.6M	-$14.5M	1	0.57%	Reduced
553	Choate Investment Advisors Boston, Massachusetts	$14.6M	+$7.11M	1	0.38%	Increased
554	SCM Stevens Capital Management Radnor, Pennsylvania	$14.5M	+$12.6M	1	4.89%	New
555	Capital Fund Management (CFM) Paris, France	$14.4M	-$21.2M	3	0.04%	Reduced
556	HM Payson & Co Portland, Maine	$14.4M	-$1.11M	1	0.26%	Reduced
557	EP Edgestream Partners Princeton, New Jersey	$14.4M	-$1.33M	2	0.69%	Reduced
558	Prime Capital Investment Advisors Overland Park, Kansas	$14.4M	+$2.09M	1	0.21%	Increased
559	NW Naviter Wealth Little Rock, Arkansas	$14M	-$679K	1	2.09%	Reduced
560	Stonegate Investment Group Birmingham, Alabama	$14M	+$197K	1	0.4%	Increased
561	William Blair & Company Chicago, Illinois	$13.8M	+$2.35M	1	0.04%	Increased
562	ACM Atika Capital Management New York	$13.8M	+$12.1M	1	1.35%	New
563	CIBC Asset Management Toronto, Ontario, Canada	$13.8M	-$180K	3	0.05%	Reduced
564	NZS Capital Denver, Colorado	$13.7M	-$680K	1	0.56%	Reduced
565	VWM Valley Wealth Managers Paramus, New Jersey	$13.6M	+$11.3M	2	1.09%	New
566	KCM Kingdon Capital Management New York	$13.5M	-$379K	1	1.44%	Reduced
567	Jacobs Levy Equity Management Florham Park, New Jersey	$13.4M	-$4.09M	2	0.06%	Reduced
568	Fifth Third Bancorp Cincinnati, Ohio	$13.3M	-$440K	6	0.05%	Reduced
569	PAS Point72 Asia (Singapore) Singapore	$13.2M	+$11.5M	2	2.76%	Increased
570	PCMH Polymer Capital Management (HK) Hong Kong	$13.2M	+$9.1M	2	2.68%	Increased
571	PCM Penn Capital Management Philadelphia, Pennsylvania	$13.2M	-$1.79M	1	1.25%	Reduced
572	Advisory Services Network Atlanta, Georgia	$13.2M	+$2.01M	1	0.27%	Increased
573	MIRAE ASSET SECURITIES (USA) INC. New York	$13.2M	+$11.5M	1	0.62%	New
574	Farmers & Merchants Investments Inc Lincoln, Nebraska	$13.1M	+$3.93M	5	0.44%	Increased
575	Focus Partners Wealth Boston, Massachusetts	$13.1M	+$8.79M	1	0.04%	Increased