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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	CAS CTC Alternative Strategies Chicago, Illinois	$209K	+$173K	1	0.18%	New
602	AP Advisor Partners Walnut Creek, California	$209K	+$201K	1	0.1%	New
603	STIA Stone Toro Investment Advisers Princeton, New Jersey	$209K	-$13.3K	1	0.6%	Reduced
604	BII Bainco International Investors Boston, Massachusetts	$205K	$0	1	0.05%	Maintained
605	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$204K	+$197K	1	0.16%	New
606	WRM Westport Resources Management Westport, Connecticut	$199K	$0	1	0.05%	Maintained
607	Capital Guardian Trust Los Angeles, California	$189K	+$29.5K	1	0%	Increased
608	M&T Bank Buffalo, New York	$188K	+$167K	3	0.01%	Increased
609	NIMI Natixis Investment Managers International Paris, France	$181K	+$174K	1	0.02%	New
610	WTB Washington Trust Bank Spokane, Washington	$180K	$0	1	0.04%	Maintained
611	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$171K	$0	1	0.03%	Maintained
612	SLG Stanley-Laman Group Berwyn, Pennsylvania	$171K	+$165K	1	0.03%	New
613	Barings Charlotte, North Carolina	$160K	+$132K	1	0%	New
614	CEP Chicago Equity Partners Chicago, Illinois	$153K	+$127K	1	0%	New
615	IRS Invictus RG (Singapore) Singapore	$153K	+$147K	1	0.16%	New
616	Bartlett & Co Cincinnati, Ohio	$152K	$0	2	0.01%	Maintained
617	CC Cipher Capital New York	$152K	+$125K	1	0.05%	New
618	MAM Mizuho Asset Management Tokyo, Japan	$150K	$0	1	0.03%	Maintained
619	Teacher Retirement System of Texas Austin, Texas	$146K	+$6.38K	4	0%	Increased
620	AR Advisory Research Chicago, Illinois	$145K	-$136K	1	0%	Reduced
621	CIM CIM Investment Management Pittsburgh, Pennsylvania	$144K	-$309K	1	0.07%	Reduced
622	Parnassus Investments San Francisco, California	$139K	+$30.9K	1	0%	Increased
623	LCM Landscape Capital Management Englewood, New Jersey	$132K	+$109K	1	0.09%	New
624	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$132K	+$109K	1	0.01%	New
625	SC Saiers Capital New York	$127K	-$5.78M	1	0.04%	Reduced