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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	Absolute Gestao de Investimentos Sao Paulo, Brazil	$12.9M	+$5.71M	1	4.22%	Increased
577	Sequoia Financial Advisors Akron, Ohio	$12.8M	+$367K	3	0.14%	Increased
578	Silvercrest Asset Management New York	$12.8M	-$17.1M	1	0.09%	Reduced
579	M. Kulyk & Associates Decatur, Georgia	$12.8M	-$69.7K	1	2.57%	Reduced
580	CIBC Asset Management Toronto, Ontario, Canada	$12.7M	-$959K	3	0.04%	Reduced
581	Atria Wealth Solutions New York	$12.7M	+$16.5K	2	0.14%	Increased
582	ERP Eldred Rock Partners San Antonio, Texas	$12.6M	+$6.72M	1	4.21%	Increased
583	NZS Capital Denver, Colorado	$12.5M	-$1.11M	1	0.49%	Reduced
584	HJIM Henry James International Management New York	$12.4M	-$10.8K	2	4.34%	Reduced
585	Tocqueville Asset Management New York	$12.4M	-$2.74M	2	0.19%	Reduced
586	Trexquant Investment Stamford, Connecticut	$12.4M	-$4.53M	3	0.16%	Reduced
587	HCM Horiko Capital Management New York	$12.3M	+$307K	1	3.56%	Increased
588	IAM Impact Asset Management Vienna,	$12.3M	+$12.1M	1	4.73%	New
589	TCMG TSP Capital Management Group Summit, New Jersey	$12.3M	+$296K	1	3.8%	Increased
590	Fifth Third Bancorp Cincinnati, Ohio	$12.3M	-$1.03M	6	0.04%	Reduced
591	Roundview Capital Princeton, New Jersey	$12.2M	+$480K	1	0.89%	Increased
592	GAM Holding Zurich, Switzerland	$12.1M	-$5M	1	0.97%	Reduced
593	RFMS RWQ Financial Management Services Naples, Florida	$12.1M	+$11.9M	1	4.21%	New
594	JTC Employer Solutions Trustee St Helier, Jersey	$12.1M	$0	1	0.79%	Maintained
595	Caprock Group Boise, Idaho	$12.1M	+$124K	3	0.44%	Increased
596	JCM Jag Capital Management St Louis, Missouri	$12M	+$1.2M	1	1.44%	Increased
597	PC Pelham Capital London, United Kingdom	$11.9M	+$4.76M	1	7.12%	Increased
598	Natixis Paris, France	$11.9M	+$10.6M	2	0.07%	Increased
599	iA Global Asset Management Quebec, Quebec, Canada	$11.8M	+$6.84M	1	0.21%	Increased
600	AA Altrafin AG Zurich,	$11.8M	-$32.4K	1	4.25%	Reduced