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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
776	GIM Greylin Investment Management Orange, Virginia	$834K	+$782K	1	0.22%	New
777	Engineers Gate Manager New York	$824K	-$804K	2	0.04%	Reduced
778	MCM Mitchell Capital Management Leawood, Kansas	$824K	+$21.9K	1	0.24%	Increased
779	NFG Nations Financial Group Cedar Rapids, Iowa	$819K	+$19K	1	0.25%	Increased
780	Bahl & Gaynor Cincinnati, Ohio	$818K	+$8.13K	1	0.01%	Increased
781	CAM Cozad Asset Management Champaign, Illinois	$812K	+$25.1K	2	0.15%	Increased
782	EMG ETF Managers Group Summit, New Jersey	$812K	+$61.3K	1	0.03%	Increased
783	AFM Anson Funds Management Dallas, Texas	$811K	+$760K	1	0.43%	New
784	HS HighVista Strategies Boston, Massachusetts	$811K	+$83.6K	1	0.59%	Increased
785	RHBC R.H. Bluestein & Co Birmingham, Michigan	$811K	$0	1	0.04%	Maintained
786	APA American Portfolios Advisors Holbrook, New York	$811K	+$190K	2	0.05%	Increased
787	AT Arden Trust Wilmington, Delaware	$805K	+$19.9K	1	0.14%	Increased
788	WA Wambolt & Associates Littleton, Colorado	$800K	+$48.1K	1	0.6%	Increased
789	Advisory Services Network Atlanta, Georgia	$795K	-$2.16M	8	0.04%	Reduced
790	Brown Brothers Harriman & Co New York	$794K	-$7.84K	5	0.01%	Reduced
791	CCP Corient Capital Partners Newport Beach, California	$794K	-$48.1K	2	0.09%	Reduced
792	SEC Seven Eight Capital New York	$794K	-$38K	1	0.17%	Reduced
793	Kayne Anderson Rudnick Investment Management Los Angeles, California	$780K	-$378K	1	0%	Reduced
794	IFP Advisors Tampa, Florida	$776K	-$109K	3	0.05%	Reduced
795	DJSG D.J. St. Germain Springfield, Massachusetts	$765K	$0	1	0.06%	Maintained
796	HPCM High Pointe Capital Management Chicago, Illinois	$765K	$0	1	0.93%	Maintained
797	SFA Semmax Financial Advisors Winston Salem, North Carolina	$759K	+$712K	1	0.36%	New
798	ECM Everence Capital Management Goshen, Indiana	$757K	+$259K	3	0.08%	Increased
799	Maverick Capital Dallas, Texas	$757K	+$837K	1	0.01%	New
800	Sequoia Financial Advisors Akron, Ohio	$755K	-$116K	1	0.04%	Reduced