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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
626	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$519K	$0	1	0.32%	Maintained
627	RIM Regent Investment Management Louisville, Kentucky	$516K	-$21.8K	1	0.17%	Reduced
628	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$515K	+$39.9K	1	0.08%	Increased
629	Guardian Capital (Canada) Toronto, Ontario, Canada	$510K	+$226K	1	0.01%	Increased
630	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$506K	+$39.3K	1	0.09%	Increased
631	GIA GHP Investment Advisors Denver, Colorado	$506K	$0	1	0.07%	Maintained
632	IFP Advisors Tampa, Florida	$504K	$0	6	0.02%	Maintained
633	CIM CIM Investment Management Pittsburgh, Pennsylvania	$502K	$0	1	0.17%	Maintained
634	Bahl & Gaynor Cincinnati, Ohio	$500K	+$2.57K	1	0.01%	Increased
635	MC Miles Capital West Des Moines, Iowa	$498K	+$134K	1	0.28%	Increased
636	Xact Kapitalforvaltning Stockholm, Sweden	$494K	+$23.7K	2	0.01%	Increased
637	Kingsview Wealth Management Grants Pass, Oregon	$490K	+$6.54K	1	0.12%	Increased
638	OWA One Wealth Advisors San Francisco, California	$490K	-$14.7K	2	0.43%	Reduced
639	Quadrant Capital Group Cincinnati, Ohio	$487K	+$67.1K	4	0.18%	Increased
640	MGO One Seven Beachwood, Ohio	$481K	-$35K	4	0.22%	Reduced
641	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$466K	$0	1	0%	Maintained
642	IC Intersect Capital San Ramon, California	$465K	+$238K	1	0.25%	Increased
643	JGUA John G. Ullman & Associates Corning, New York	$464K	$0	1	0.09%	Maintained
644	LIM Loudon Investment Management West Lebanon, New Hampshire	$461K	$0	1	0.37%	Maintained
645	Adams Diversified Equity Fund Baltimore, Maryland	$460K	$0	1	0.03%	Maintained
646	CONA Capital One National Association New York	$456K	-$17.5K	2	0.03%	Reduced
647	RCM Riverhead Capital Management Wilmington, Delaware	$453K	+$53.5K	3	0.02%	Increased
648	CL CIM LLC Albany, New York	$451K	-$38.3K	1	0.17%	Reduced
649	MCM Mitchell Capital Management Leawood, Kansas	$450K	+$65.6K	1	0.16%	Increased
650	IIM Ironwood Investment Management Boston, Massachusetts	$446K	-$21.3K	1	0.33%	Reduced