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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	ACM Adalta Capital Management New York	$439K	+$474K	1	0.31%	New
627	HPCM High Pointe Capital Management Chicago, Illinois	$434K	-$11.1K	1	0.62%	Reduced
628	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$434K	$0	1	0.26%	Maintained
629	Synovus Financial Columbus, Georgia	$426K	+$17.2K	2	0.01%	Increased
630	Penserra Capital Management Orinda, California	$425K	+$165K	1	0.03%	Increased
631	GIA GHP Investment Advisors Denver, Colorado	$423K	$0	1	0.06%	Maintained
632	AA AlphaMark Advisors Ft. Wright, Kentucky	$421K	+$394K	1	0.17%	Increased
633	TAM Tyers Asset Management Austin, Texas	$421K	$0	3	0.01%	Maintained
634	PWM Paulson Wealth Management Wheaton, Illinois	$416K	-$21.5K	1	0.41%	Reduced
635	Bahl & Gaynor Cincinnati, Ohio	$414K	-$4.86K	1	0%	Reduced
636	OCG Opus Capital Group Cincinnati, Ohio	$414K	+$99.1K	1	0.1%	Increased
637	IIM Ironwood Investment Management Boston, Massachusetts	$413K	-$11.7K	1	0.29%	Reduced
638	MC Miles Capital West Des Moines, Iowa	$413K	-$2.81K	1	0.25%	Reduced
639	MCIM Meadow Creek Investment Management Atlanta, Georgia	$412K	$0	3	0.01%	Maintained
640	OWA One Wealth Advisors San Francisco, California	$409K	-$1.01K	2	0.33%	Reduced
641	PTC Petrus Trust Company Dallas, Texas	$409K	+$414K	2	0.09%	New
642	MC Moors & Cabot Boston, Massachusetts	$404K	-$62.2K	1	0.05%	Reduced
643	Wedbush Securities Los Angeles, California	$400K	-$62.1K	1	0.05%	Reduced
644	SSG Summit Securities Group New York	$395K	+$427K	1	0.06%	New
645	Brown Brothers Harriman & Co New York	$392K	-$11.3K	3	0%	Reduced
646	IFP Advisors Tampa, Florida	$392K	-$75.1K	7	0.02%	Reduced
647	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$391K	-$34.7K	1	0.07%	Reduced
648	EMG Ellington Management Group Old Greenwich, Connecticut	$390K	-$1.14M	1	0.03%	Reduced
649	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$390K	$0	1	0%	Maintained
650	Horizon Kinetics New York	$388K	+$77.5K	1	0.01%	Increased