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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
3201	VARA Value Aligned Research Advisors Princeton, New Jersey	$230K	$0	1	0%	Maintained
3202	V ViaWealth Leawood, Kansas	$230K	$0	1	0.13%	Maintained
3203	TCM Triumph Capital Management Denver, Colorado	$230K	+$106K	2	0.05%	Increased
3204	PSA Plum Street Advisors New Orleans, Louisiana	$229K	$0	1	0.08%	Maintained
3205	ASCM Adkins Seale Capital Management Shreveport, Louisiana	$229K	-$10.3K	1	0.23%	Reduced
3206	MF Montis Financial Waltham, Massachusetts	$229K	$0	1	0.05%	Maintained
3207	TC TownSquare Capital Provo, Utah	$229K	+$2.06K	1	0.05%	Increased
3208	SWM SK Wealth Management Providence, Rhode Island	$229K	-$3.44K	1	0.06%	Reduced
3209	BWS Buck Wealth Strategies Denver, Colorado	$228K	-$41.3K	1	0.03%	Reduced
3210	CA COFG Advisors Oak Brook, Illinois	$228K	-$1.03K	1	0.06%	Reduced
3211	GGI Godsey & Gibb Inc Richmond, Virginia	$228K	+$3.44K	1	0.02%	Increased
3212	Associated Banc-Corp Green Bay, Wisconsin	$226K	+$226K	1	0.01%	New
3213	PWM Palumbo Wealth Management Great Neck, New York	$226K	+$230K	1	0.06%	New
3214	MC Machina Capital Paris, France	$226K	+$225K	1	0.04%	New
3215	LG LaFleur & Godfrey Grand Rapids, Michigan	$225K	-$155K	1	0.03%	Reduced
3216	AW Alchemi Wealth Essex, Connecticut	$225K	$0	1	0.13%	Maintained
3217	LW Linscomb Wealth Houston, Texas	$224K	-$98.8K	1	0.01%	Reduced
3218	GC GatePass Capital Independence, Ohio	$224K	+$228K	1	0.1%	New
3219	BWM BlackDiamond Wealth Management New York	$224K	+$228K	1	0.11%	New
3220	SVCP Silicon Valley Capital Partners San Jose, California	$223K	-$839K	1	0.02%	Reduced
3221	RCA Ranch Capital Advisors Sarasota, Florida	$223K	+$344	1	0.08%	Increased
3222	OCM Objective Capital Management Pepper Pike, Ohio	$223K	+$227K	1	0.22%	New
3223	TFA Trinity Financial Advisors Columbus, Ohio	$222K	-$20.3K	1	0.06%	Reduced
3224	TWM Tortuga Wealth Management Torrance, California	$221K	+$225K	1	0.21%	New
3225	PRP Peak Retirement Planning Columbus, Ohio	$221K	+$225K	1	0.04%	New