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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
401	Guggenheim Capital Chicago, Illinois	$11.8M	+$406K	5	0.1%	Increased
402	EIP Easterly Investment Partners Beverly, Massachusetts	$11.5M	-$4.97M	1	1.26%	Reduced
403	Laird Norton Wetherby Wealth Management San Francisco, California	$11.5M	+$1.83K	2	0.65%	Increased
404	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$11.4M	+$213K	1	0.26%	Increased
405	CWM Cabot Wealth Management Salem, Massachusetts	$11.4M	+$159K	1	1.74%	Increased
406	Evergreen Capital Management Bellevue, Washington	$11.3M	-$39.6K	2	0.5%	Reduced
407	TSS Two Sigma Securities New York	$11.3M	+$244K	1	0.12%	Increased
408	California Public Employees Retirement System Sacramento, California	$11.3M	-$9.15K	1	0.01%	Reduced
409	SSA South Street Advisors New York	$11.3M	+$43.4K	1	2.26%	Increased
410	Alyeska Investment Group Chicago, Illinois	$11.2M	-$4.42M	1	0.08%	Reduced
411	MFWM Motley Fool Wealth Management Alexandria, Virginia	$11.2M	+$39.1K	1	0.65%	Increased
412	Nishkama Capital LLC Dorado, Puerto Rico	$11.2M	-$27.1M	1	3.64%	Reduced
413	Congress Wealth Management Boston, Massachusetts	$11.1M	+$460K	2	0.23%	Increased
414	HLCM Hi-Line Capital Management Watertown, South Dakota	$11M	-$19.9K	1	4.07%	Reduced
415	MBA Maple-Brown Abbott Barangaroo, Australia	$11M	-$171K	1	1.26%	Reduced
416	Leonteq Securities AG Zurich, Switzerland	$10.8M	+$4.28M	1	0.6%	Increased
417	State of Alaska Department of Revenue Juneau, Alaska	$10.8M	-$354K	4	0.14%	Reduced
418	Oppenheimer & Co New York	$10.8M	-$538K	1	0.22%	Reduced
419	HIM Herald Investment Management London, United Kingdom	$10.8M	$0	3	2.3%	Maintained
420	Mackenzie Financial Toronto Ontario, Ontario, Canada	$10.8M	+$2.34M	6	0.02%	Increased
421	Thompson Siegel & Walmsley Richmond, Virginia	$10.7M	-$117K	1	0.18%	Reduced
422	TCMG TSP Capital Management Group Summit, New Jersey	$10.7M	+$997K	1	4.14%	Increased
423	Cresset Asset Management Chicago, Illinois	$10.7M	+$1.15M	3	0.04%	Increased
424	MC Maplelane Capital New York	$10.6M	-$10.8M	1	0.53%	Reduced
425	Twin Tree Management Dallas, Texas	$10.6M	-$38.4M	1	0.02%	Reduced