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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	Capital Wealth Planning Naples, Florida	$20.3M	+$5.24M	2	0.14%	Increased
602	Mutual of America Capital Management New York	$20.2M	+$1.02M	5	0.21%	Increased
603	SI Symmetry Investments St Helier, Jersey	$20.1M	+$4.21M	1	0.97%	Increased
604	SP SIH Partners Wilmington, Delaware	$20.1M	+$5.73M	1	0.57%	Increased
605	J. Safra Sarasin Holding	$19.9M	+$2.58M	1	0.32%	Increased
606	GGS Galvin Gaustad & Stein Scottsdale, Arizona	$19.9M	-$2.24M	1	1.62%	Reduced
607	Callan Family Office Radnor, Pennsylvania	$19.9M	-$904K	3	0.63%	Reduced
608	NO Ninety One Cape Town, South Africa	$19.8M	-$21.5M	1	0.89%	Reduced
609	Ritholtz Wealth Management New York	$19.8M	+$138K	3	0.39%	Increased
610	HCM Horiko Capital Management New York	$19.8M	+$271K	1	4.69%	Increased
611	F.L. Putnam Investment Management Lynnfield, Massachusetts	$19.7M	-$136K	1	0.29%	Reduced
612	ICP Ironvine Capital Partners Omaha, Nebraska	$19.7M	-$56.5K	1	1.96%	Reduced
613	VHMC Value Holdings Management Company Hampton Bays, New York	$19.7M	$0	1	3.16%	Maintained
614	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$19.6M	+$17.2M	1	0.57%	New
615	Robeco Schweiz Zurich, Switzerland	$19.6M	+$2.14M	1	0.44%	Increased
616	D.A. Davidson & Co Great Falls, Montana	$19.5M	+$2.18M	3	0.13%	Increased
617	Antipodes Partners Royal Exchange, Australia	$19.5M	-$1.89M	1	0.44%	Reduced
618	RP Ravenswood Partners Mclean, Virginia	$19.5M	+$17M	1	6.15%	New
619	PAMS Pinpoint Asset Management (Singapore) Singapore,	$19.4M	+$638K	4	3.46%	Increased
620	Generali Asset Management Trieste, Italy	$19.4M	$0	1	0.41%	Maintained
621	Fifth Third Bancorp Cincinnati, Ohio	$19.3M	-$408K	6	0.06%	Reduced
622	CWP Cyndeo Wealth Partners St. Petersburg, Florida	$19.3M	+$567K	1	1.08%	Increased
623	LWM Lyell Wealth Management Menlo Park, California	$19.2M	+$108K	1	1.43%	Increased
624	Zurich Cantonal Bank Zurich, Switzerland	$19.2M	-$687K	6	0.04%	Reduced
625	STP Science & Technology Partners New York	$19.2M	+$12.4M	1	5.34%	Increased