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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	HighTower Advisors Chicago, Illinois	$17.9M	+$2.61M	4	0.1%	Increased
202	Mirae Asset Global Investments Seoul, South Korea	$17.4M	-$507K	1	0.12%	Reduced
203	CCP Clough Capital Partners Boston, Massachusetts	$17.4M	+$15.9M	1	1.44%	New
204	VCM Vigilant Capital Management Portland, Maine	$17M	+$392K	1	2.21%	Increased
205	Oribel Capital Management New York	$16.9M	+$8.81M	1	2.05%	Increased
206	DZ Bank Frankfurt Am Main, Germany	$16.7M	-$1.3M	1	0.05%	Reduced
207	Comerica Bank Dallas, Texas	$16.4M	-$606K	5	0.13%	Reduced
208	Jupiter Investment Management London, United Kingdom	$15.9M	+$3.14M	1	0.21%	Increased
209	M&T Bank Buffalo, New York	$15.8M	-$252K	2	0.08%	Reduced
210	RG Renaissance Group Covington, Kentucky	$15.7M	-$3.84M	2	0.67%	Reduced
211	SC Shellback Capital Boston, Massachusetts	$15.6M	+$14.3M	1	1.63%	New
212	Caxton Associates (New York) New York	$15.3M	+$14.1M	4	3.04%	New
213	Calamos Advisors Naperville, Illinois	$14.6M	+$8.97M	1	0.08%	Increased
214	NPIC Neumeier Poma Investment Counsel Carmel, California	$14.3M	+$69.2K	1	1.2%	Increased
215	Advisors Asset Management Monument, Colorado	$14.3M	-$1.01M	4	0.26%	Reduced
216	HCM Hollencrest Capital Management Newport Beach, California	$14.2M	+$10.1K	1	1.73%	Increased
217	Covington Capital Management Los Angeles, California	$14.2M	+$230K	1	0.82%	Increased
218	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$14.1M	+$145K	1	1.13%	Increased
219	CIBC Private Wealth Group Atlanta, Georgia	$14.1M	+$1.51M	1	0.05%	Increased
220	Tocqueville Asset Management New York	$14M	+$11.3M	2	0.19%	Increased
221	Mariner Overland Park, Kansas	$13.8M	-$70.5K	2	0.16%	Reduced
222	California Public Employees Retirement System Sacramento, California	$13.7M	+$1.7M	5	0.01%	Increased
223	OMERS Administration Corp Toronto, Ontario, Canada	$13.7M	+$4.25M	2	0.14%	Increased
224	Cullen Capital Management New York	$13.6M	-$1.68M	2	0.55%	Reduced
225	Nomura Holdings Tokyo, Japan	$13.5M	+$10.1M	1	0.05%	Increased