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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	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$282K	-$15.3K	1	0.07%	Reduced
602	TCW Group Los Angeles, California	$280K	$0	1	0%	Maintained
603	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$279K	$0	1	0.07%	Maintained
604	MC Moors & Cabot Boston, Massachusetts	$275K	-$10.4K	1	0.05%	Reduced
605	NAM Nichols Asset Management Sudbury, Massachusetts	$274K	-$41.8K	1	0.05%	Reduced
606	Brown Advisory Baltimore, Maryland	$271K	+$263K	1	0%	New
607	SR Sloane Robinson London, United Kingdom	$269K	-$277K	1	0.47%	Reduced
608	Glenmede Trust Philadelphia, Pennsylvania	$266K	-$171K	2	0%	Reduced
609	Wasatch Advisors Salt Lake City, Utah	$266K	-$3.51M	1	0%	Reduced
610	GC Globeflex Capital San Diego, California	$259K	-$533	2	0.05%	Reduced
611	CG Clinton Group New York	$258K	+$225K	1	0.08%	New
612	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$258K	-$320K	1	0%	Reduced
613	RCM Rotella Capital Management Bellevue, Washington	$252K	+$234K	1	0.22%	New
614	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$250K	-$10.8K	1	0.11%	Reduced
615	GVT Genesee Valley Trust Pittsford, New York	$250K	-$114K	1	0.16%	Reduced
616	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$245K	+$2.18K	1	0%	Increased
617	LAM Lingohr Asset Management Duesseldorf, Germany	$242K	+$227K	1	0.06%	New
618	BA Boston Advisors Boston, Massachusetts	$241K	$0	1	0.01%	Maintained
619	DCM Dynamic Capital Management St. Helier, Jersey	$239K	+$233K	1	0.13%	New
620	Cornerstone Investment Partners Atlanta, Georgia	$234K	+$228K	1	0%	New
621	FL Fort LP Chevy Chase, Maryland	$231K	+$202K	1	0.18%	New
622	CC Courier Capital Buffalo, New York	$229K	$0	1	0.05%	Maintained
623	CCMH Cornerstone Capital Management Holdings New York	$223K	-$134K	2	0%	Reduced
624	STIA Stone Toro Investment Advisers Princeton, New Jersey	$219K	+$213K	1	0.57%	New
625	AP Advisor Partners Walnut Creek, California	$218K	+$215K	1	0.1%	New