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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
451	SCA Secor Capital Advisors New York	$859K	+$416K	2	0.49%	Increased
452	Evercore Wealth Management New York	$851K	+$354K	1	0.04%	Increased
453	RIL Rothschild Investment LLC Chicago, Illinois	$851K	+$879K	1	0.1%	New
454	Commonwealth Equity Services Waltham, Massachusetts	$850K	+$43.6K	2	0.01%	Increased
455	HPCM High Pointe Capital Management Chicago, Illinois	$842K	$0	1	0.36%	Maintained
456	Thrivent Financial for Lutherans Minneapolis, Minnesota	$840K	-$1.42M	2	0%	Reduced
457	Algert Global San Francisco, California	$832K	+$220K	2	0.62%	Increased
458	Capital Fund Management (CFM) Paris, France	$809K	+$829K	3	0.01%	New
459	Oberweis Asset Management Lisle, Illinois	$794K	+$800K	1	0.22%	New
460	RAM RWC Asset Management London, United Kingdom	$794K	+$244K	1	0.08%	Increased
461	Nisa Investment Advisors St. Louis, Missouri	$791K	$0	1	0.01%	Maintained
462	PAAMCP Pacific Alternative Asset Management Company (PAAMCO) Irvine, California	$790K	+$796K	1	0.09%	New
463	DTL Dynamic Technology Lab Singapore	$787K	-$53.2K	3	0.38%	Reduced
464	Horizon Kinetics New York	$774K	+$210K	1	0.01%	Increased
465	WA WealthTrust Axiom Wayne, Pennsylvania	$771K	-$14.3K	1	0.27%	Reduced
466	RCIM Russell Clark Investment Management London, United Kingdom	$757K	$0	1	0.27%	Maintained
467	AssetMark Inc Concord, California	$745K	-$17.7K	1	0.02%	Reduced
468	IPC Independent Portfolio Consultants Boca Raton, Florida	$742K	+$748K	1	0.2%	Increased
469	SAM Silphium Asset Management London, United Kingdom	$742K	$0	1	0.73%	Maintained
470	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$732K	-$2.87K	1	0.16%	Reduced
471	Guardian Capital (Canada) Toronto, Ontario, Canada	$732K	+$756K	1	0.01%	New
472	BC Banced Corp Edwardsville, Illinois	$731K	+$18.9K	1	0.84%	Increased
473	Jane Street New York	$731K	-$7.65M	2	0.01%	Reduced
474	FIM Freedom Investment Management Hartford, Connecticut	$729K	+$34.6K	3	0.13%	Increased
475	ICMC Intrepid Capital Management (Connecticut) Greenwich, Connecticut	$725K	$0	1	0.86%	Maintained