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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
601	AIM Assured Investment Management New York	$0	-$814K	0	–	Closed
602	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$0	-$26K	0	–	Closed
603	BCM Bluefin Capital Management New York	$0	-$400K	0	–	Closed
604	CO Caldwell & Orkin Norcross, Georgia	$0	-$4.53M	0	–	Closed
605	Capital Fund Management (CFM) Paris, France	$0	-$675K	0	–	Closed
606	CC Carlson Capital Dallas, Texas	$0	-$13.6M	0	–	Closed
607	CAIMH Central Asset Investments & Management Holdings Hong Kong	$0	-$315K	0	–	Closed
608	CIBC World Market Toronto, Ontario, Canada	$0	-$196K	0	–	Closed
609	CI Global Investments Oakland, California	$0	-$6.08M	0	–	Closed
610	CRAM Claren Road Asset Management New York	$0	-$11.9M	0	–	Closed
611	Commerzbank Aktiengesellschaft Frankfurt, Germany	$0	-$345K	0	–	Closed
612	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$0	-$417K	0	–	Closed
613	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$0	-$222K	0	–	Closed
614	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$0	-$302K	0	–	Closed
615	DCM Dean Capital Management Overland Park, Kansas	$0	-$57K	0	–	Closed
616	DIA Dean Investment Associates Beavercreek, Ohio	$0	-$921K	0	–	Closed
617	DWA Dorsey Wright & Associates Pasadena, California	$0	-$83K	0	–	Closed
618	DCM Dynamic Capital Management St. Helier, Jersey	$0	-$135K	0	–	Closed
619	Eagle Global Advisors Houston, Texas	$0	-$44K	0	–	Closed
620	Epoch Investment Partners New York	$0	-$1.02M	0	–	Closed
621	Fidelity International Hamilton, Bermuda	$0	-$766K	0	–	Closed
622	FMP Financial Management Professionals Austin, Texas	$0	$0	1	0%	Maintained
623	FHB First Hawaiian Bank Honolulu, Hawaii	$0	-$113K	0	–	Closed
624	Flow Traders U.S. New York	$0	-$3K	0	–	Closed
625	GIA Gargoyle Investment Advisor Englewood, New Jersey	$0	-$293K	0	–	Closed