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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
626	Davenport & Co Richmond, Virginia	$38.9M	-$323K	1	0.19%	Reduced
627	Voleon Capital Management Berkeley, California	$38.8M	+$15.7M	5	0.71%	Increased
628	VHMC Value Holdings Management Company Hampton Bays, New York	$38.7M	-$13.4M	1	6.46%	Reduced
629	MVIP Mar Vista Investment Partners Los Angeles, California	$38.5M	-$3.98M	1	3.83%	Reduced
630	Modern Wealth Management Lenexa, Kansas	$38.4M	-$7.54M	1	0.46%	Reduced
631	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$38.4M	-$16.3M	2	0.89%	Reduced
632	Salem Investment Counselors Winston Salem, North Carolina	$38.4M	-$1.23M	2	0.95%	Reduced
633	MIC Meridian Investment Counsel Lafayette, California	$38.3M	-$1.8M	1	8.22%	Reduced
634	CS Central Securities New York	$38.2M	$0	1	2.85%	Maintained
635	D.A. Davidson & Co Great Falls, Montana	$37.7M	+$143K	4	0.21%	Increased
636	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$37.6M	-$2.18M	2	3.83%	Reduced
637	CP CenterBook Partners Greenwich, Connecticut	$37.5M	-$3.79M	4	1.84%	Reduced
638	SCM Soros Capital Management New York	$37.5M	+$29.7M	1	6.7%	Increased
639	MAMU Marathon Asset Management (UK) London, United Kingdom	$37.3M	+$10.1M	1	1.52%	Increased
640	Groupama Asset Management Paris, France	$37.3M	-$2.01M	1	0.47%	Reduced
641	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$36.9M	-$1.48M	1	1.32%	Reduced
642	Beacon Pointe Advisors Newport Beach, California	$36.8M	-$795K	2	0.17%	Reduced
643	AHC Adell Harriman & Carpenter Houston, Texas	$36.6M	+$1.61M	1	1.87%	Increased
644	GIP Gavilan Investment Partners Burlingame, California	$36.3M	+$30.8M	1	8.84%	New
645	RC Roundview Capital Princeton, New Jersey	$36.2M	-$319K	1	1.98%	Reduced
646	OneDigital Investment Advisors Overland Park, Kansas	$36.2M	+$199K	4	0.31%	Increased
647	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$36.2M	+$18.2M	1	2.11%	Increased
648	Retirement Systems of Alabama Montgomery, Alabama	$36.1M	-$4.2M	2	0.11%	Reduced
649	Impax Asset Management Group London, United Kingdom	$35.8M	-$16.5M	2	0.23%	Reduced
650	PAMS Pinpoint Asset Management (Singapore) Singapore,	$35.8M	-$37.2K	3	7.26%	Reduced