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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	PM Parametrica Management Wanchai, Hong Kong	$206K	+$242K	1	1.2%	New
602	BII Bainco International Investors Boston, Massachusetts	$205K	$0	1	0.05%	Maintained
603	Old National Bancorp Evansville, Indiana	$201K	-$322K	1	0.01%	Reduced
604	Ladenburg Thalmann Financial Services Miami, Florida	$198K	-$71.2K	6	0.01%	Reduced
605	WRM Westport Resources Management Westport, Connecticut	$183K	-$5.21K	1	0.05%	Reduced
606	CIM CIM Investment Management Pittsburgh, Pennsylvania	$175K	+$31.9K	1	0.09%	Increased
607	CAS CTC Alternative Strategies Chicago, Illinois	$172K	+$17.8K	1	0.32%	Increased
608	Capital Guardian Trust Los Angeles, California	$171K	-$7.86K	1	0%	Reduced
609	NIMI Natixis Investment Managers International Paris, France	$171K	$0	1	0.02%	Maintained
610	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$171K	$0	1	0.03%	Maintained
611	WTB Washington Trust Bank Spokane, Washington	$170K	$0	1	0.05%	Maintained
612	Ingalls & Snyder LLC New York	$163K	+$165K	1	0.01%	New
613	SSG Summit Securities Group New York	$163K	+$169K	1	0.05%	New
614	CCS Crosspoint Capital Strategies Orinda, California	$161K	-$461K	1	0.12%	Reduced
615	ACM Ativo Capital Management Chicago, Illinois	$160K	+$170K	1	0.06%	New
616	Parallax Volatility Advisers San Francisco, California	$160K	-$312K	2	0%	Reduced
617	RCM Reynolds Capital Management Las Vegas, Nevada	$159K	-$50.2K	1	0.15%	Reduced
618	AR Advisory Research Chicago, Illinois	$145K	$0	1	0%	Maintained
619	SIM Strategic Investment Management Arlington, Virginia	$143K	-$49.9K	1	0.04%	Reduced
620	Bartlett & Co Cincinnati, Ohio	$141K	$0	2	0.01%	Maintained
621	AHL Partners London, United Kingdom	$140K	+$165K	1	0.01%	New
622	Teacher Retirement System of Texas Austin, Texas	$135K	-$2.27K	4	0%	Reduced
623	LCM Landscape Capital Management Englewood, New Jersey	$126K	+$31.6K	1	0.09%	Increased
624	MAM Mizuho Asset Management Tokyo, Japan	$125K	-$16.7K	1	0.03%	Reduced
625	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$121K	+$20.9K	1	0.03%	Increased