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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
3051	EL Essex LLC Deer Park, Illinois	$454K	$0	1	0.07%	Maintained
3052	DCM Dimension Capital Management Coral Gables, Florida	$453K	-$43.4K	1	0.05%	Reduced
3053	MVF Markin Volterra Fund Rye, New York	$453K	+$29.2K	1	0.31%	Increased
3054	TAM Townsend Asset Management Raleigh, North Carolina	$452K	+$29.6K	1	0.15%	Increased
3055	PWP Pursue Wealth Partners Clayton, California	$452K	-$207K	1	0.25%	Reduced
3056	FF Francis Financial	$451K	+$4.06K	1	0.07%	Increased
3057	NRI NFP Retirement Inc Aliso Viejo, California	$451K	+$132K	1	0.02%	Increased
3058	EWM Echo Wealth Management Plymouth, Minnesota	$450K	$0	1	0.23%	Maintained
3059	VPW Vaquero Private Wealth Dallas, Texas	$449K	+$382K	1	0.09%	New
3060	API Asset Planning Inc Cypress, California	$449K	-$50.7K	2	0.29%	Reduced
3061	MAM McLean Asset Management Tysons, Virginia	$446K	-$12.2K	1	0.06%	Reduced
3062	AIM Aspen Investment Management Grand Rapids, Michigan	$445K	+$378K	1	0.12%	New
3063	BFC Blue Fin Capital Warren, Rhode Island	$445K	+$378K	1	0.06%	New
3064	First Financial Bankshares Abilene, Texas	$445K	-$58K	1	0.01%	Reduced
3065	IA IFC Advisors Los Angeles, California	$445K	+$44.2K	1	0.06%	Increased
3066	CA COFG Advisors Oak Brook, Illinois	$443K	+$103K	1	0.08%	Increased
3067	TF Tompkins Financial Ithaca, New York	$443K	-$64.9K	1	0.03%	Reduced
3068	PS Planned Solutions Folsom, California	$442K	+$33.7K	1	0.13%	Increased
3069	ACA Ascension Capital Advisors Houston, Texas	$442K	-$812	1	0.12%	Reduced
3070	MWP Madison Wealth Partners Madison, Wisconsin	$442K	+$83.6K	1	0.06%	Increased
3071	CCA Corps Capital Advisors Southlake, Texas	$440K	$0	1	0.36%	Maintained
3072	UCB United Community Bank Greenville, South Carolina	$440K	-$58.8K	1	0.14%	Reduced
3073	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$438K	$0	1	0.1%	Maintained
3074	SGI Swan Global Investments Durango, Colorado	$438K	+$372K	1	0.01%	New
3075	SSC Syverson Strege & Co West Des Moines, Iowa	$437K	+$36.9K	1	0.1%	Increased