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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
551	OWP Old Well Partners Charlotte, North Carolina	$3.66M	+$4.41M	1	3.04%	New
552	CCM Carderock Capital Management Chevy Chase, Maryland	$3.64M	-$1.22M	1	1.86%	Reduced
553	Pathstone Family Office Englewood, New Jersey	$3.63M	-$98.9K	1	0.07%	Reduced
554	CEI Clark Estates Inc New York	$3.63M	+$1.51M	1	0.8%	Increased
555	KeyBank National Association Cleveland, Ohio	$3.62M	-$338K	2	0.02%	Reduced
556	Prime Capital Investment Advisors Overland Park, Kansas	$3.58M	-$128K	1	0.21%	Reduced
557	HSA Hussman Strategic Advisors Ellicott City, Maryland	$3.55M	-$1.19M	2	0.61%	Reduced
558	SSB Sandy Spring Bank Olney, Maryland	$3.54M	+$113K	1	0.22%	Increased
559	LWM Lyell Wealth Management Menlo Park, California	$3.5M	+$35.5K	1	0.6%	Increased
560	IFO Independent Family Office Albany, New York	$3.48M	+$710K	1	1.72%	Increased
561	DA Denali Advisors San Diego, California	$3.45M	+$2.89M	1	1.63%	Increased
562	Glenmede Trust Philadelphia, Pennsylvania	$3.42M	-$1.08M	4	0.02%	Reduced
563	TVWM Tower View Wealth Management Shorewood, Wisconsin	$3.42M	+$13.6K	1	2.6%	Increased
564	Commerce Bank Kansas City, Missouri	$3.39M	+$622K	1	0.03%	Increased
565	NB Northwest Bancshares Warren, Pennsylvania	$3.39M	+$30.6K	1	0.79%	Increased
566	LSWM Lorne Steinberg Wealth Management Montreal, Quebec, Canada	$3.38M	-$55K	1	1.64%	Reduced
567	FIM Freedom Investment Management Hartford, Connecticut	$3.37M	-$620K	3	0.39%	Reduced
568	Graham Capital Management Rowayton, Connecticut	$3.36M	-$1.44M	2	0.13%	Reduced
569	KCM Kempner Capital Management Galveston, Texas	$3.33M	+$772K	1	2.2%	Increased
570	Jefferies Group New York	$3.29M	+$2.97M	1	0.03%	Increased
571	TCM Tufton Capital Management Hunt Valley, Maryland	$3.28M	-$4.13K	1	0.79%	Reduced
572	Aquatic Capital Management Chicago, Illinois	$3.27M	+$3.7M	2	0.32%	Increased
573	SCM Soros Capital Management New York	$3.26M	+$2.5M	2	2.23%	Increased
574	BCC Bridge City Capital Lake Oswego, Oregon	$3.24M	+$124K	1	1.78%	Increased
575	UBS O'Connor Chicago, Illinois	$3.17M	-$77.7M	1	0.04%	Reduced