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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	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$11.9M	-$1.11M	2	0.47%	Reduced
602	AA Altrafin AG Zurich,	$11.9M	+$367K	1	4.38%	Increased
603	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$11.8M	+$4.45M	1	0.19%	Increased
604	RC Roundview Capital Princeton, New Jersey	$11.8M	+$456K	1	0.93%	Increased
605	SignatureFD Atlanta, Georgia	$11.7M	+$273K	8	0.24%	Increased
606	QI Qtron Investments Boston, Massachusetts	$11.7M	+$262K	1	1.69%	Increased
607	NewEdge Wealth Pittsburgh, Pennsylvania	$11.7M	+$2.24M	3	0.25%	Increased
608	HA HHLR Advisors Grand Cayman, Cayman Islands	$11.6M	-$4.75M	1	0.29%	Reduced
609	EI EAM Investors Solana Beach, California	$11.6M	+$3.49M	3	1.89%	Increased
610	EIP Easterly Investment Partners Beverly, Massachusetts	$11.6M	-$2.28M	1	1.02%	Reduced
611	UAM UAS Asset Management New York	$11.6M	+$6.43M	1	2.77%	Increased
612	E. Ohman J:or Asset Management Stockholm, Sweden	$11.5M	+$1.33M	1	0.29%	Increased
613	MFS Mirabella Financial Services London, United Kingdom	$11.5M	+$1.2M	5	0.84%	Increased
614	State of Alaska Department of Revenue Juneau, Alaska	$11.4M	-$100K	4	0.13%	Reduced
615	Pzena Investment Management New York	$11.4M	-$1.62M	1	0.04%	Reduced
616	First Manhattan New York	$11.3M	+$308K	2	0.04%	Increased
617	TCMG TSP Capital Management Group Summit, New Jersey	$11.3M	-$214K	1	3.53%	Reduced
618	NCA Newbrook Capital Advisors New York	$11.2M	+$9.74M	1	1.64%	New
619	Quadrant Capital Group Cincinnati, Ohio	$11.2M	+$465K	7	0.83%	Increased
620	UBS O'Connor Chicago, Illinois	$11.1M	+$3.34M	1	0.31%	Increased
621	F.L. Putnam Investment Management Lynnfield, Massachusetts	$11M	+$508K	1	0.21%	Increased
622	PIP Palisades Investment Partners Santa Monica, California	$10.8M	+$8.93M	2	5.35%	New
623	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$10.8M	+$13.7K	1	0.51%	Increased
624	JCM Jag Capital Management St Louis, Missouri	$10.8M	-$36.9K	1	1.47%	Reduced
625	EIA Edgemoor Investment Advisors Bethesda, Maryland	$10.7M	+$576K	1	1%	Increased