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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
526	AT Argent Trust San Antonio, Texas	$740K	+$691K	1	0.22%	New
527	Curi RMB Capital Chicago, Illinois	$738K	-$1.1M	1	0.04%	Reduced
528	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$730K	-$32K	1	0.36%	Reduced
529	SPM Symmetry Peak Management Radnor, Pennsylvania	$730K	+$630K	1	0.08%	New
530	LCP Lombardia Capital Partners Pasadena, California	$728K	-$3.83K	1	0.05%	Reduced
531	Nicholas Hoffman & Company Atlanta, Georgia	$721K	-$381K	1	0.39%	Reduced
532	HT HighTower Trust Houston, Texas	$710K	-$32.2K	1	0.08%	Reduced
533	CIM CIM Investment Management Pittsburgh, Pennsylvania	$703K	+$411K	2	0.27%	Increased
534	AR Advisory Research Chicago, Illinois	$694K	-$55.6K	1	0.01%	Reduced
535	Old National Bancorp Evansville, Indiana	$693K	-$32.1K	1	0.04%	Reduced
536	MSA Mason Street Advisors Milwaukee, Wisconsin	$685K	+$49.2K	3	0.02%	Increased
537	Suntrust Banks Atlanta, Georgia	$680K	-$31.5K	2	0%	Reduced
538	PAM Princeton Alpha Management Princeton Junction, New Jersey	$674K	-$26K	2	0.13%	Reduced
539	FNYS First New York Securities New York	$664K	+$629K	2	0.44%	New
540	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$656K	+$53.3K	1	0.25%	Increased
541	CCA Checchi Capital Advisers Beverly Hills, California	$652K	+$8.15K	2	0.07%	Increased
542	UFF USA Financial Formulas Ada, Michigan	$644K	+$371K	1	0.17%	Increased
543	TCM Tanaka Capital Management New York	$642K	$0	1	1.54%	Maintained
544	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$630K	-$21.2K	2	0.08%	Reduced
545	Simplicity Solutions Minneapolis, Minnesota	$628K	-$47K	1	0.31%	Reduced
546	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$619K	-$18.1K	2	0.14%	Reduced
547	Daiwa Securities Group Tokyo, Japan	$612K	$0	1	0%	Maintained
548	Sequoia Financial Advisors Akron, Ohio	$612K	-$89.8K	1	0.11%	Reduced
549	DTL Dynamic Technology Lab Singapore	$611K	-$1.15M	2	0.16%	Reduced
550	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$611K	-$46.9K	3	0.13%	Reduced