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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	Bridgeway Capital Management Houston, Texas	$8.84M	-$1.1M	2	0.25%	Reduced
202	BCM Breithorn Capital Management New York	$8.68M	+$20.8K	1	4.62%	Increased
203	WI WHV Investments San Francisco, California	$8.65M	-$26.1M	1	0.11%	Reduced
204	Todd Asset Management Louisville, Kentucky	$8.64M	+$69.1K	1	0.25%	Increased
205	BlackRock Investment Management Wilmington, Delaware	$8.63M	+$215K	4	0.01%	Increased
206	HighTower Advisors Chicago, Illinois	$8.4M	-$18.6K	3	0.16%	Reduced
207	DL Delta Lloyd Amsterdam, Netherlands	$8.35M	+$3.51M	1	0.28%	Increased
208	SCM Signia Capital Management Spokane, Washington	$8.27M	-$13.7K	1	3%	Reduced
209	PIM Progressive Investment Management Lake Oswego, Oregon	$8.2M	+$904K	1	2.63%	Increased
210	NFA Nationwide Fund Advisors Columbus, Ohio	$8.08M	+$1.88M	4	0.04%	Increased
211	TC TFS Capital West Chester, Pennsylvania	$7.99M	-$970K	4	0.53%	Reduced
212	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$7.85M	+$9.85M	1	0.23%	New
213	ACM Alistair Capital Management Dallas, Texas	$7.78M	-$2.23M	1	3.15%	Reduced
214	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$7.56M	-$27.1M	1	0.61%	Reduced
215	Raymond James & Associates St Petersburg, Florida	$7.37M	+$865K	2	0.05%	Increased
216	D.A. Davidson & Co Great Falls, Montana	$7.23M	+$640K	2	0.26%	Increased
217	CCM Connective Capital Management Palo Alto, California	$6.96M	+$801K	2	11.14%	Increased
218	DVM Dreman Value Management West Palm Beach, Florida	$6.87M	+$208K	2	0.53%	Increased
219	Asset Management One Tokyo, Japan	$6.83M	-$584K	4	0.11%	Reduced
220	MFAM Motley Fool Asset Management Alexandria, Virginia	$6.82M	+$6.1M	1	1.58%	New
221	Panagora Asset Management Boston, Massachusetts	$6.76M	+$20.5K	3	0.03%	Increased
222	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$6.69M	-$754K	1	0.39%	Reduced
223	Brandywine Global Investment Management Philadelphia, Pennsylvania	$6.67M	+$638K	2	0.06%	Increased
224	Capital International Los Angeles, California	$6.49M	-$560K	1	0.41%	Reduced
225	FBC Fairfield, Bush & Co Darien, Connecticut	$6.41M	-$2.69K	1	3.02%	Reduced