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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
201	Hudson Bay Capital Management Stamford, Connecticut	$8.22M	-$1.03M	1	0.34%	Reduced
202	CC Clearline Capital New York	$8.07M	+$7.88M	1	2.56%	New
203	GH GAM Holding Zurich, Switzerland	$8.04M	+$3.12M	1	0.14%	Increased
204	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$7.9M	+$858K	1	0.46%	Increased
205	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$7.85M	$0	1	1.18%	Maintained
206	Two Sigma Advisers New York	$7.77M	+$1.69M	4	0.08%	Increased
207	HighTower Advisors Chicago, Illinois	$7.77M	+$510K	3	0.16%	Increased
208	BAMCO Inc New York	$7.6M	+$7.33M	1	0.03%	Increased
209	BlackRock Investment Management Wilmington, Delaware	$7.54M	-$80K	5	0.01%	Reduced
210	Bank of Montreal Toronto, Ontario, Canada	$7.51M	+$2.84K	4	0.01%	Increased
211	QS Batterymarch Financial Management New York	$7.48M	-$8.44M	2	0.16%	Reduced
212	Todd Asset Management Louisville, Kentucky	$7.46M	+$52.7K	1	0.22%	Increased
213	SG Americas Securities New York	$7.33M	-$583K	2	0.03%	Reduced
214	PC Pier Capital Stamford, Connecticut	$7.29M	+$6.71M	1	0.97%	New
215	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$7.08M	+$184K	1	0.93%	Increased
216	DVM Dreman Value Management West Palm Beach, Florida	$7.04M	+$2.53M	1	0.53%	Increased
217	Asset Management One Tokyo, Japan	$6.96M	-$1.24M	3	0.11%	Reduced
218	Lockheed Martin Investment Management Bethesda, Maryland	$6.83M	+$639K	1	0.38%	Increased
219	D.A. Davidson & Co Great Falls, Montana	$6.69M	+$744K	2	0.25%	Increased
220	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$6.59M	$0	1	0.72%	Maintained
221	CC Carlson Capital Dallas, Texas	$6.37M	+$6.22M	1	0.07%	New
222	WSA Wall Street Associates Lajolla, California	$6.28M	+$196K	1	0.51%	Increased
223	PIM Progressive Investment Management Lake Oswego, Oregon	$6.26M	+$28.9K	1	2.15%	Increased
224	Profund Advisors Bethesda, Maryland	$6.25M	+$337K	5	0.28%	Increased
225	Capital International Los Angeles, California	$6.2M	-$194K	1	0.38%	Reduced