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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	Ritholtz Wealth Management New York	$16M	-$524K	3	0.35%	Reduced
602	Tudor Investment Corp Stamford, Connecticut	$15.9M	-$26.5M	3	0.03%	Reduced
603	HCM Horiko Capital Management New York	$15.8M	-$504K	1	4.13%	Reduced
604	PC Port Capital Chicago, Illinois	$15.8M	-$4.01M	1	0.67%	Reduced
605	Generali Asset Management Trieste, Italy	$15.7M	$0	1	0.36%	Maintained
606	FFAM Forge First Asset Management Toronto, Ontario, Canada	$15.7M	-$760K	1	5.67%	Reduced
607	Park Avenue Securities New York	$15.5M	+$413K	2	0.14%	Increased
608	LWM Lyell Wealth Management Menlo Park, California	$15.5M	+$668K	1	1.22%	Increased
609	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$15.5M	+$3.92M	2	0.14%	Increased
610	VHMC Value Holdings Management Company Hampton Bays, New York	$15.4M	+$1.39M	1	2.72%	Increased
611	EIA Edgemoor Investment Advisors Bethesda, Maryland	$15.3M	+$55.9K	1	1.32%	Increased
612	EPIMS Evelyn Partners Investment Management Services London,	$15.2M	+$1.37M	1	2.28%	Increased
613	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$15.2M	$0	1	1.42%	Maintained
614	CWP Cyndeo Wealth Partners St. Petersburg, Florida	$15.2M	-$310K	1	0.9%	Reduced
615	Hudson Bay Capital Management Stamford, Connecticut	$15.1M	-$192M	2	0.05%	Reduced
616	PAMS Pinpoint Asset Management (Singapore) Singapore,	$15.1M	+$13.1M	3	2.64%	New
617	UOIF University of Illinois Foundation Champaign, Illinois	$15.1M	+$3.82M	1	6.02%	Increased
618	Mutual of America Capital Management New York	$15.1M	-$1.24M	5	0.16%	Reduced
619	QI Qtron Investments Boston, Massachusetts	$14.8M	-$271K	1	1.89%	Reduced
620	TCM Thames Capital Management Roseland, New Jersey	$14.8M	+$9.54M	1	3.34%	Increased
621	SignatureFD Atlanta, Georgia	$14.7M	+$127K	7	0.25%	Increased
622	SCM Soros Capital Management New York	$14.6M	-$20.4M	1	4.16%	Reduced
623	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$14.5M	+$373K	2	0.03%	Increased
624	Cambiar Investors Denver, Colorado	$14.4M	-$1.02M	2	0.61%	Reduced
625	Guggenheim Capital Chicago, Illinois	$14.4M	+$386K	6	0.11%	Increased