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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	Penserra Capital Management Orinda, California	$631K	-$17.2K	2	0.05%	Reduced
602	CAM Cozad Asset Management Champaign, Illinois	$628K	-$16.5K	1	0.18%	Reduced
603	MFG Magnus Financial Group New York	$625K	+$309K	2	0.12%	Increased
604	1832 Asset Management Toronto, Ontario, Canada	$624K	+$766K	1	0%	Increased
605	CB Cadence Bank Tupelo, Mississippi	$622K	+$13.7K	1	0.06%	Increased
606	Verition Fund Management Greenwich, Connecticut	$617K	-$782K	3	0.02%	Reduced
607	Veritable Wilmington, Delaware	$615K	+$1.6K	1	0.01%	Increased
608	LAM Lingohr Asset Management Duesseldorf, Germany	$613K	$0	1	0.6%	Maintained
609	Needham Investment Management New York	$607K	+$82.3K	1	0.2%	Increased
610	RG Rikoon Group Santa Fe, New Mexico	$600K	-$76.6K	1	0.22%	Reduced
611	Synovus Financial Columbus, Georgia	$598K	+$12.1K	2	0.01%	Increased
612	FSC Full Sail Capital Oklahoma City, Oklahoma	$594K	-$26.3K	1	0.17%	Reduced
613	TA Teton Advisors Rye, New York	$590K	$0	1	0.06%	Maintained
614	WhitTier Trust Company Reno, Nevada	$589K	-$26.8K	1	0.04%	Reduced
615	RHBC R.H. Bluestein & Co Birmingham, Michigan	$588K	$0	1	0.03%	Maintained
616	RCM Riverhead Capital Management Wilmington, Delaware	$581K	+$37.1K	3	0.02%	Increased
617	TSS Two Sigma Securities New York	$577K	+$555K	3	0.01%	Increased
618	AIM Anchor Investment Management Columbia, South Carolina	$569K	-$4.12K	1	0.14%	Reduced
619	CG Cutler Group San Francisco, California	$561K	+$484K	4	0.05%	Increased
620	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$557K	+$200K	1	0.01%	Increased
621	BOTW Bank of the West Monterey Park, California	$552K	$0	1	0.06%	Maintained
622	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$551K	+$81.5K	1	0.06%	Increased
623	Everett Harris & Co Los Angeles, California	$550K	-$69.7K	1	0.01%	Reduced
624	MCIM Meadow Creek Investment Management Atlanta, Georgia	$549K	+$56.3K	3	0.01%	Increased
625	IWA Intercontinental Wealth Advisors San Antonio, Texas	$548K	-$13.5K	1	0.28%	Reduced