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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
426	RHBC R.H. Bluestein & Co Birmingham, Michigan	$1.18M	$0	1	0.07%	Maintained
427	HSA Hussman Strategic Advisors Ellicott City, Maryland	$1.18M	$0	1	0.09%	Maintained
428	AMG National Trust Bank Greenwood Village, Colorado	$1.11M	+$968	1	0.11%	Increased
429	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.1M	+$389K	3	0.12%	Increased
430	BCM Bluefin Capital Management New York	$1.1M	+$991K	2	0.05%	New
431	PineBridge Investments New York	$1.1M	-$537K	4	0.04%	Reduced
432	Capital International Sarl Los Angeles, California	$1.09M	$0	1	0.06%	Maintained
433	MCC Malaga Cove Capital Pv Estates, California	$1.08M	+$424K	2	0.9%	Increased
434	Nomura Asset Management Tokyo, Japan	$1.07M	$0	1	0.02%	Maintained
435	First Eagle Investment Management New York	$1.05M	+$463K	1	0%	Increased
436	ALPS Advisors Denver, Colorado	$1M	-$5.46K	2	0.01%	Reduced
437	Private Advisor Group Morristown, New Jersey	$1M	+$578K	2	0.09%	Increased
438	Tudor Investment Corp Stamford, Connecticut	$980K	+$315K	2	0.04%	Increased
439	Oppenheimer & Co New York	$970K	+$54.6K	2	0.03%	Increased
440	BUB BBVA USA Bancshares Houston, Texas	$966K	+$4.59K	1	0.04%	Increased
441	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$960K	+$239K	1	0.41%	Increased
442	SIC Schwartz Investment Counsel Plymouth, Michigan	$952K	$0	1	0.07%	Maintained
443	COI Connable Office Inc Kalamazoo, Michigan	$943K	-$20.8K	1	0.24%	Reduced
444	WhitTier Trust Company Reno, Nevada	$935K	-$547K	1	0.1%	Reduced
445	Creative Planning Overland Park, Kansas	$918K	+$124K	6	0.01%	Increased
446	Twin Tree Management Dallas, Texas	$898K	-$492K	1	0.02%	Reduced
447	HPCM High Pointe Capital Management Chicago, Illinois	$893K	$0	1	0.33%	Maintained
448	Janney Montgomery Scott Philadelphia, Pennsylvania	$892K	-$685K	2	0.02%	Reduced
449	Gotham Asset Management New York	$889K	+$734K	1	0.01%	New
450	ICMC Intrepid Capital Management (Connecticut) Greenwich, Connecticut	$876K	$0	1	0.76%	Maintained