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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	NPIC Neumeier Poma Investment Counsel Carmel, California	$13.2M	-$5.27M	1	1.25%	Reduced
202	FIA FNY Investment Advisers New York	$13.1M	+$13.5M	3	4.6%	Increased
203	DZ Bank Frankfurt Am Main, Germany	$13.1M	-$948K	1	0.05%	Reduced
204	FP Foundry Partners Minneapolis, Minnesota	$12.8M	+$1.52M	2	0.58%	Increased
205	EGA Evermore Global Advisors Summit, New Jersey	$12.7M	-$9.01M	1	2.08%	Reduced
206	VCM Vigilant Capital Management Portland, Maine	$12.6M	+$2.02M	1	2%	Increased
207	Capital International Sarl Los Angeles, California	$12.6M	-$1.22M	1	1.52%	Reduced
208	WC Walthausen & Co Malta, New York	$12.6M	-$10.8M	2	1.74%	Reduced
209	Foresters Investment Management New York	$12.4M	-$9.08M	1	0.23%	Reduced
210	M&T Bank Buffalo, New York	$12.3M	-$4.96K	3	0.07%	Reduced
211	Impax Asset Management Group London, United Kingdom	$12.1M	+$12.5M	1	0.2%	New
212	Jupiter Investment Management London, United Kingdom	$12.1M	-$5.41M	1	0.11%	Reduced
213	HighTower Advisors Chicago, Illinois	$12M	+$312K	2	0.09%	Increased
214	Cullen Capital Management New York	$11.7M	-$3.18M	2	0.51%	Reduced
215	AG Ashmore Group London, United Kingdom	$11.7M	+$11.3M	1	5.82%	Increased
216	AI Atom Investors Austin, Texas	$11.7M	+$9.34M	1	1.15%	New
217	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$11.3M	-$33.8K	4	0.16%	Reduced
218	HCM Hollencrest Capital Management Newport Beach, California	$11.2M	-$11.6M	1	1.68%	Reduced
219	CC Carlson Capital Dallas, Texas	$11M	-$4.06M	1	0.17%	Reduced
220	Putnam Investments Boston, Massachusetts	$10.9M	-$35.7K	1	0.03%	Reduced
221	Jupiter Asset Management London, United Kingdom	$10.7M	-$323K	1	0.37%	Reduced
222	AssetMark Inc Concord, California	$10.6M	-$2.06M	4	0.1%	Reduced
223	JCM Janney Capital Management Pittsburgh, Pennsylvania	$10.6M	-$692K	1	0.57%	Reduced
224	Generation Investment Management London, United Kingdom	$10.5M	-$146K	1	0.09%	Reduced
225	AL AJO LP Philadelphia, Pennsylvania	$10.4M	-$14.8M	2	0.06%	Reduced