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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	RAM Ramirez Asset Management New York	$16.2M	+$17.7M	1	3.49%	New
352	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$16.2M	+$111K	1	1.41%	Increased
353	Moran Wealth Management Naples, Florida	$16.1M	-$69.9K	2	0.62%	Reduced
354	TNB Thomasville National Bank Thomasville, Georgia	$15.9M	+$394K	1	1.57%	Increased
355	Oppenheimer Asset Management New York	$15.9M	-$138K	3	0.24%	Reduced
356	London & Capital Asset Management London, United Kingdom	$15.8M	-$129K	1	1.44%	Reduced
357	NONA Ninety One North America New York	$15.8M	+$1.38M	1	0.77%	Increased
358	MGM Manchester Global Management London, United Kingdom	$15.7M	+$946K	1	6.02%	Increased
359	Brinker Capital Investments Berwyn, Pennsylvania	$15.6M	-$978K	4	0.19%	Reduced
360	Orion Portfolio Solutions Omaha, Nebraska	$15.6M	-$978K	4	0.19%	Reduced
361	JLBC J.L. Bainbridge & Co Sarasota, Florida	$15.4M	-$84.5K	1	2.07%	Reduced
362	EN1L Engine No 1 LLC San Francisco, California	$15M	-$8.67M	1	7.91%	Reduced
363	PCM Penn Capital Management Philadelphia, Pennsylvania	$15M	+$1.68M	1	1.54%	Increased
364	Credit Agricole Montrouge Cedex, France	$14.9M	+$4.14M	1	0.24%	Increased
365	PCM Portolan Capital Management Boston, Massachusetts	$14.9M	+$7.61M	2	1.39%	Increased
366	Edmond de Rothschild Holding Chambesy, Switzerland	$14.8M	-$1.18M	1	0.3%	Reduced
367	Cetera Advisor Networks El Segundo, California	$14.6M	+$2.14M	4	0.09%	Increased
368	ABN AMRO Bank Amsterdam, Netherlands	$14.6M	-$28.1M	1	0.26%	Reduced
369	Exchange Traded Concepts Oklahoma City, Oklahoma	$14.5M	+$399K	3	0.41%	Increased
370	KHLMVGHM Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel	$14.5M	+$5.79M	1	1.07%	Increased
371	Nikko Asset Management Americas New York	$14.4M	+$14.4M	1	0.17%	Increased
372	BCM Bares Capital Management Austin, Texas	$14.3M	-$2.97M	1	0.61%	Reduced
373	Todd Asset Management Louisville, Kentucky	$14.3M	-$77.2K	1	0.34%	Reduced
374	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$14.2M	$0	1	1.53%	Maintained
375	Eisler Capital (UK) London, United Kingdom	$14.1M	-$4.12M	1	0.09%	Reduced