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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	$13.7M	-$1.92M	1	1.13%	Reduced
202	M&T Bank Buffalo, New York	$13.6M	+$441K	3	0.07%	Increased
203	Advisors Asset Management Monument, Colorado	$13.5M	-$2.53M	4	0.24%	Reduced
204	Cullen Capital Management New York	$13M	-$1.11M	2	0.51%	Reduced
205	HighTower Advisors Chicago, Illinois	$12.8M	+$26.6K	2	0.08%	Increased
206	OAM Oxford Asset Management Oxford, United Kingdom	$12.4M	+$3.04M	4	0.27%	Increased
207	Mariner Overland Park, Kansas	$12.3M	+$67K	2	0.15%	Increased
208	Prudential plc London, England, United Kingdom	$12.2M	+$536K	1	0.04%	Increased
209	HCM Hollencrest Capital Management Newport Beach, California	$12M	+$51.1K	1	1.49%	Increased
210	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$11.7M	+$899K	1	1.02%	Increased
211	Covington Capital Management Los Angeles, California	$11.7M	+$1.05M	1	0.7%	Increased
212	AssetMark Inc Concord, California	$11.3M	-$90.3K	5	0.09%	Reduced
213	Robeco Institutional Asset Management Rotterdam, Netherlands	$11.3M	+$2.29M	3	0.04%	Increased
214	Hood River Capital Management Palm Beach Gardens, Florida	$11.1M	-$7.82M	1	0.52%	Reduced
215	Aviva London, United Kingdom	$11.1M	+$857K	1	0.08%	Increased
216	Putnam Investments Boston, Massachusetts	$11M	-$2.07M	1	0.02%	Reduced
217	California Public Employees Retirement System Sacramento, California	$10.9M	-$5.94M	5	0.01%	Reduced
218	Point72 Asset Management Stamford, Connecticut	$10.7M	+$10.9M	5	0.06%	Increased
219	QS Investors New York	$10.6M	+$985K	4	0.11%	Increased
220	Jupiter Investment Management London, United Kingdom	$10.5M	+$366K	1	0.11%	Increased
221	CIBC Private Wealth Group Atlanta, Georgia	$10.5M	+$1.07M	1	0.04%	Increased
222	Capital International Inc Los Angeles, California	$10.4M	+$7.45M	1	0.73%	Increased
223	DWM Doyle Wealth Management St. Petersburg, Florida	$10.2M	+$53.1K	1	1.4%	Increased
224	JCM Janney Capital Management Pittsburgh, Pennsylvania	$10.1M	-$586K	1	0.55%	Reduced
225	PPCM Pillar Pacific Capital Management Pacifica, California	$10M	+$118K	1	1.12%	Increased