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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
2576	TCM Teza Capital Management Chicago, Illinois	$880K	+$694K	2	1.7%	New
2577	HP Haven Private Orlando, Florida	$878K	+$11.8K	1	0.33%	Increased
2578	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$877K	$0	1	0.15%	Maintained
2579	SFO Stokes Family Office New Orleans, Louisiana	$876K	-$326K	1	0.1%	Reduced
2580	M Mirova Paris, France	$874K	+$76.7K	1	0.03%	Increased
2581	First Command Advisory Services Fort Worth, Texas	$874K	+$62.2K	4	0.01%	Increased
2582	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$874K	-$291K	1	0.03%	Reduced
2583	ATI ARK & TLK Investments Oklahoma City, Oklahoma	$874K	$0	1	0.22%	Maintained
2584	DP DDD Partners Bellevue, Washington	$873K	+$416K	1	0.05%	Increased
2585	EFG Elm3 Financial Group Alpharetta, Georgia	$873K	-$2.84K	1	0.6%	Reduced
2586	SIS Sound Income Strategies Ft Lauderdale, Florida	$873K	+$169K	1	0.04%	Increased
2587	LRIA Leonard Rickey Investment Advisors Yakima, Washington	$872K	-$15.4K	1	0.14%	Reduced
2588	EC EntryPoint Capital New York	$871K	-$449K	2	0.21%	Reduced
2589	LWM LJI Wealth Management Indianapolis, Indiana	$870K	+$116K	1	0.12%	Increased
2590	PCM Pincus Capital Management New York	$869K	$0	1	0.52%	Maintained
2591	LCM Lazari Capital Management Woodland Hills, California	$867K	-$812	1	0.27%	Reduced
2592	NFG Nadler Financial Group Deerfield, Illinois	$866K	+$83.2K	1	0.07%	Increased
2593	SWM StoneCrest Wealth Management Chandler, Arizona	$865K	+$227K	1	0.28%	Increased
2594	MPPHD Maloon Powers Pitre Higgins & Dennehy San Ramon, California	$864K	+$734K	1	0.3%	New
2595	SAM Stansberry Asset Management Westlake, Texas	$863K	-$7.71K	1	0.08%	Reduced
2596	I InceptionR Lafayette, California	$862K	-$30.6K	1	0.21%	Reduced
2597	TBT Texas Bank & Trust Longview, Texas	$861K	-$448K	1	0.28%	Reduced
2598	AIP Almanack Investment Partners Wayne, Pennsylvania	$860K	+$730K	1	0.11%	New
2599	OPWM Oregon Pacific Wealth Management Medford, Oregon	$859K	-$144K	1	0.81%	Reduced
2600	MTC Matrix Trust Company Denver, Colorado	$858K	-$29.6K	1	0.12%	Reduced