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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
501	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$850K	$0	1	0.27%	Maintained
502	Brinker Capital Berwyn, Pennsylvania	$849K	-$64.2K	1	0.08%	Reduced
503	BOK Financial Tulsa, Oklahoma	$839K	+$119K	1	0.03%	Increased
504	MI Montage Investments Leawood, Kansas	$834K	-$25.2K	1	0.46%	Reduced
505	EMG Ellington Management Group Old Greenwich, Connecticut	$833K	+$733K	2	0.23%	New
506	Rathbones Group Liverpool, United Kingdom	$833K	+$22.4K	1	0.04%	Increased
507	SCA Salient Capital Advisors Houston, Texas	$825K	+$37K	1	0.02%	Increased
508	Cambridge Investment Research Advisors Fairfield, Iowa	$822K	+$520K	2	0.02%	Increased
509	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$822K	+$9.66K	3	0.04%	Increased
510	Group One Trading Chicago, Illinois	$821K	+$475K	3	0.01%	Increased
511	Creative Planning Overland Park, Kansas	$818K	-$9.64K	5	0.01%	Reduced
512	Atria Investments Charlotte, North Carolina	$812K	+$279K	2	0.07%	Increased
513	Johnson Investment Counsel Cincinnati, Ohio	$800K	-$67.3K	1	0.03%	Reduced
514	IPC Independent Portfolio Consultants Boca Raton, Florida	$789K	+$39.3K	1	0.25%	Increased
515	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$788K	$0	1	0.34%	Maintained
516	Ronald Blue & Co Roswell, Georgia	$787K	-$249K	2	0.03%	Reduced
517	AHC Anderson Hoagland & Co St Louis, Missouri	$782K	$0	1	0.45%	Maintained
518	BOTW Bank of the West Monterey Park, California	$775K	$0	1	0.11%	Maintained
519	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$774K	+$623K	3	0.1%	Increased
520	MCC Malaga Cove Capital Pv Estates, California	$768K	-$18.1K	1	0.55%	Reduced
521	BPM Bowling Portfolio Management Cincinnati, Ohio	$753K	+$650K	1	0.11%	New
522	SH Svenska Handelsbanken Stockholm, Sweden	$753K	$0	1	0.06%	Maintained
523	Oppenheimer & Co New York	$752K	$0	1	0.02%	Maintained
524	MCM Matterhorn Capital Management San Antonio, Texas	$747K	-$314K	1	0.5%	Reduced
525	Ladenburg Thalmann Financial Services Miami, Florida	$743K	-$23.1K	7	0.01%	Reduced