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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
601	CWM Cabot Wealth Management Salem, Massachusetts	$43.1M	-$1.54M	1	4.39%	Reduced
602	SI Sora Investors Bryn Mawr, Pennsylvania	$43M	+$30.3M	1	3.3%	Increased
603	Mondrian Investment Partners London, United Kingdom	$42.9M	+$9.7M	2	0.66%	Increased
604	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$42.7M	-$4.07M	3	0.06%	Reduced
605	Savant Capital Rockford, Illinois	$42.6M	+$26.8M	5	0.13%	Increased
606	MM Monolith Management Hong Kong	$42.2M	-$23.8M	1	19.08%	Reduced
607	Meridian Wealth Management Lexington, Kentucky	$42.1M	+$2.62M	3	1.3%	Increased
608	TIAA Wealth Investment Management New York	$42M	-$168K	2	0.28%	Reduced
609	Oberweis Asset Management Lisle, Illinois	$41.3M	+$5.42M	1	0.85%	Increased
610	Glenmede Trust Philadelphia, Pennsylvania	$41.2M	-$2.5M	3	0.18%	Reduced
611	NC Nipun Capital Foster City, California	$40.7M	+$4.77M	1	18.98%	Increased
612	Global Retirement Partners San Rafael, California	$40.5M	+$33.8M	8	0.62%	New
613	PCMH Polymer Capital Management (HK) Hong Kong	$40.4M	-$19.7M	3	2.05%	Reduced
614	AR Advisory Research Chicago, Illinois	$40.3M	+$1.08M	1	4.02%	Increased
615	TAM Talos Asset Management New York	$40.3M	-$16.7M	1	5.72%	Reduced
616	Vestmark Advisory Solutions Wakefield, Massachusetts	$40.2M	-$2.24M	3	0.38%	Reduced
617	Cresset Asset Management Chicago, Illinois	$40.1M	+$10.9M	3	0.15%	Increased
618	Ritholtz Wealth Management New York	$40.1M	+$1.46M	6	0.6%	Increased
619	Everett Harris & Co Los Angeles, California	$40M	-$653K	1	0.49%	Reduced
620	GAMH Greenwoods Asset Management (HK) Hong Kong	$39.7M	$0	1	1.81%	Maintained
621	Atlantic Union Bankshares Glen Allen, Virginia	$39.5M	+$3M	1	0.66%	Increased
622	Bleakley Financial Group Fairfield, New Jersey	$39.3M	+$4.25M	3	0.5%	Increased
623	Prime Capital Investment Advisors Overland Park, Kansas	$39.1M	+$379K	2	0.38%	Increased
624	HM HCEP Management Hong Kong	$39.1M	+$958K	1	63.7%	Increased
625	Arax Advisory Partners Denver, Colorado	$39M	+$27.1M	8	0.26%	Increased