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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	SCP Seafarer Capital Partners Larkspur, California	$17.9M	$0	1	7.26%	Maintained
202	United Capital Financial Advisors Irving, Texas	$17.5M	+$2.29M	2	0.15%	Increased
203	VIMU Veritas Investment Management (UK) London, United Kingdom	$17.5M	+$10M	1	6.18%	Increased
204	SRFM Shannon River Fund Management New York	$17.4M	+$19.1M	1	5.68%	New
205	PFM Parsec Financial Management Asheville, North Carolina	$16.8M	-$160K	1	1.22%	Reduced
206	Peregrine Capital Management Minneapolis, Minnesota	$16.4M	+$510K	1	0.39%	Increased
207	PNC Financial Services Group Pittsburgh, Pennsylvania	$16.1M	-$5.1M	6	0.02%	Reduced
208	Cookson Peirce & Co Pittsburgh, Pennsylvania	$15.8M	-$9.12K	1	1.63%	Reduced
209	EGA Evermore Global Advisors Summit, New Jersey	$15.7M	+$17.3M	1	2.43%	New
210	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$15.5M	-$5.01M	2	0.24%	Reduced
211	BNP Paribas Financial Markets Paris, France	$15.3M	+$2.7M	6	0.04%	Increased
212	Nordea Investment Management Stockholm, Sweden	$15.1M	-$438K	3	0.04%	Reduced
213	AssetMark Inc Concord, California	$14.5M	+$7.96M	3	0.16%	Increased
214	CIBC Asset Management Toronto, Ontario, Canada	$13.8M	-$3.43M	1	0.09%	Reduced
215	NP NS Partners London, United Kingdom	$13.4M	+$6.29M	1	1.6%	Increased
216	Putnam Investments Boston, Massachusetts	$13.2M	-$4.67M	2	0.03%	Reduced
217	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$12.9M	+$408K	1	0.57%	Increased
218	Guggenheim Capital Chicago, Illinois	$12.8M	-$2.92M	6	0.03%	Reduced
219	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$12.4M	$0	1	0.2%	Maintained
220	Stifel Financial St. Louis, Missouri	$12.4M	+$745K	3	0.04%	Increased
221	DZ Bank Frankfurt Am Main, Germany	$12.3M	+$54.8K	1	0.05%	Increased
222	Jupiter Asset Management London, United Kingdom	$12.2M	+$168K	1	0.42%	Increased
223	ZAM Zevin Asset Management Boston, Massachusetts	$11.9M	+$79.4K	1	2.8%	Increased
224	HighTower Advisors Chicago, Illinois	$11.8M	-$13.8K	1	0.1%	Reduced
225	Westwood Holdings Group Dallas, Texas	$11.8M	+$726K	1	0.09%	Increased