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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
651	Kestra Private Wealth Services Austin, Texas	$35.7M	+$505K	1	0.39%	Increased
652	MP Maestria Partners Atlanta, Georgia	$35.3M	-$4.46M	1	12.29%	Reduced
653	SSA South Street Advisors New York	$35.3M	-$405K	2	4.6%	Reduced
654	Principal Securities Des Moines, Iowa	$35.2M	+$1.04M	2	0.42%	Increased
655	First Manhattan New York	$35M	-$588K	2	0.09%	Reduced
656	Elo Mutual Pension Insurance Espoo, Finland	$34.7M	+$8.73M	3	0.45%	Increased
657	7CM 7G Capital Management New York	$34.6M	-$15.2M	1	15.84%	Reduced
658	Guggenheim Capital Chicago, Illinois	$34.6M	+$1.96M	7	0.22%	Increased
659	California Public Employees Retirement System Sacramento, California	$34.5M	+$2.03M	1	0.02%	Increased
660	UI Untitled Investments New York	$34.4M	-$7.84M	1	13.37%	Reduced
661	CAM Cozad Asset Management Champaign, Illinois	$34.2M	-$533K	2	2.21%	Reduced
662	SBI Securities Tokyo, Japan	$34.1M	+$141K	9	0.78%	Increased
663	MCM Makena Capital Management Menlo Park, California	$34.1M	-$4.98M	1	3.59%	Reduced
664	SignatureFD Atlanta, Georgia	$34M	+$147K	7	0.45%	Increased
665	J. Safra Sarasin Holding	$33.9M	+$22.3M	3	0.49%	Increased
666	Engineers Gate Manager New York	$33.7M	+$2.14M	8	0.44%	Increased
667	ACM Alta Capital Management Salt Lake City, Utah	$33.6M	+$21.5M	1	2.5%	Increased
668	Carnegie Investment Counsel Pepper Pike, Ohio	$33.5M	+$22.5M	1	0.67%	Increased
669	IAS Insigneo Advisory Services Miami, Florida	$33.5M	+$22.2M	1	1.25%	Increased
670	VCA Verdence Capital Advisors Hunt Valley, Maryland	$33.4M	+$436K	3	1.76%	Increased
671	RCM Rivermont Capital Management New York	$33.3M	+$28.3M	1	4.72%	New
672	EIA Edgemoor Investment Advisors Bethesda, Maryland	$33.2M	-$132K	1	2.26%	Reduced
673	Generali Asset Management Trieste, Italy	$33.1M	$0	1	0.6%	Maintained
674	CA CapWealth Advisors Franklin, Tennessee	$33.1M	-$552K	1	2.27%	Reduced
675	Castleark Management Chicago, Illinois	$32.9M	-$8.85M	3	0.89%	Reduced