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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
351	Walleye Trading New York	$5.45M	-$1.03M	4	0.04%	Reduced
352	Kennedy Capital Management St Louis, Missouri	$5.42M	+$2.63M	1	0.2%	Increased
353	NCM Noesis Capital Mangement Boca Raton, Florida	$5.4M	+$6.18M	1	1.99%	New
354	LPL Financial San Diego, California	$5.39M	+$679K	1	0.01%	Increased
355	SIA SeaBridge Investment Advisors Summit, New Jersey	$5.33M	+$267K	1	2.44%	Increased
356	NGA Naples Global Advisors Naples, Florida	$5.3M	-$140K	1	1.39%	Reduced
357	Laird Norton Wetherby Wealth Management San Francisco, California	$5.25M	+$183K	2	0.59%	Increased
358	Wolverine Asset Management Chicago, Illinois	$5.24M	+$4.4M	2	0.08%	Increased
359	Tower Research Capital (TRC) New York	$5.23M	+$4.96M	6	0.32%	Increased
360	FP Foundry Partners Minneapolis, Minnesota	$5.21M	+$378K	2	0.29%	Increased
361	DekaBank Deutsche Girozentrale Frankfurt, Germany	$5.19M	-$345K	1	0.04%	Reduced
362	SWM Segment Wealth Management Houston, Texas	$5.18M	+$131K	1	1.15%	Increased
363	Scout Investments Kansas City, Missouri	$5.17M	-$984K	1	0.15%	Reduced
364	FBC Fairfield, Bush & Co Darien, Connecticut	$5.13M	-$534K	1	2.13%	Reduced
365	NC Nokomis Capital Dallas, Texas	$4.99M	+$5.78M	1	2.4%	New
366	DAM Deltec Asset Management New York	$4.99M	+$990K	1	1.38%	Increased
367	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$4.97M	+$2.52M	1	0.18%	Increased
368	LFDLE La Financiere de L'Echiquier Paris, France	$4.83M	+$5.53M	1	0.58%	New
369	ACM Alight Capital Management New York	$4.78M	$0	1	4.13%	Maintained
370	CC Clearline Capital New York	$4.76M	+$5.51M	1	2.2%	New
371	Shelton Capital Management Denver, Colorado	$4.75M	+$502K	1	0.34%	Increased
372	FA FDx Advisors Chicago, Illinois	$4.75M	-$489K	1	0.31%	Reduced
373	Profund Advisors Bethesda, Maryland	$4.73M	-$3.28M	2	0.36%	Reduced
374	Nomura Holdings Tokyo, Japan	$4.72M	+$5.24M	3	0.02%	Increased
375	SCM Schneider Capital Management Berwyn, Pennsylvania	$4.7M	-$7.3M	1	2.68%	Reduced