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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
576	ST Somerset Trust Somerset, Pennsylvania	$426K	$0	1	0.26%	Maintained
577	PP PDT Partners New York	$420K	-$8.55K	1	0.03%	Reduced
578	ALPS Advisors Denver, Colorado	$419K	-$16.2K	1	0%	Reduced
579	Ballentine Partners Waltham, Massachusetts	$414K	-$21.2K	1	0.03%	Reduced
580	Horizon Kinetics New York	$411K	-$102K	1	0.01%	Reduced
581	AW Alpha Windward Westwood, Massachusetts	$408K	-$27.6K	1	0.29%	Reduced
582	IFS Ifrah Financial Services Little Rock, Arkansas	$405K	-$2.94K	1	0.16%	Reduced
583	Victory Capital Management San Antonio, Texas	$398K	+$59.7K	1	0%	Increased
584	IR Invictus RG Hamilton, Bermuda	$396K	+$121K	2	0.42%	Increased
585	OA Oak Associates Akron, Ohio	$393K	+$8.84K	1	0.05%	Increased
586	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$391K	$0	1	0.06%	Maintained
587	SG Swarthmore Group Philadelphia, Pennsylvania	$387K	+$279K	2	0.07%	Increased
588	CWA Cypress Wealth Advisors San Francisco, California	$386K	+$10.8K	1	0.19%	Increased
589	AIM Anchor Investment Management Columbia, South Carolina	$383K	-$1.87K	1	0.15%	Reduced
590	CS Comerica Securities Detroit, Michigan	$379K	+$22.6K	1	0.08%	Increased
591	CCP Centaur Capital Partners Southlake, Texas	$365K	+$349K	1	0.53%	New
592	WesBanco Bank Wheeling, West Virginia	$363K	-$1.62K	1	0.02%	Reduced
593	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$360K	+$350K	1	0.08%	New
594	Cetera Advisors Denver, Colorado	$359K	+$342K	1	0.03%	New
595	Fred Alger Management New York	$357K	-$53.4K	2	0%	Reduced
596	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$356K	-$32.5K	1	0.08%	Reduced
597	LA Lucus Advisors New York	$353K	-$163K	1	0.29%	Reduced
598	CONA Capital One National Association New York	$352K	+$1.92K	1	0.03%	Increased
599	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$350K	+$56.4K	1	0.04%	Increased
600	FWM FFT Wealth Management Philadelphia, Pennsylvania	$346K	-$201K	1	0.14%	Reduced