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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	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$13.6M	+$7.24M	2	0.83%	Increased
652	TCCM Timber Creek Capital Management Boston, Massachusetts	$13.6M	-$55.8K	1	3.47%	Reduced
653	AAIM American Assets Investment Management San Diego, California	$13.6M	$0	1	1.09%	Maintained
654	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$13.6M	-$2.7M	1	0.5%	Reduced
655	TC Triavera Capital Larkspur, California	$13.5M	+$468K	1	7.13%	Increased
656	AA Altrafin AG Zurich,	$13.5M	+$409K	1	4.57%	Increased
657	RG Renaissance Group Covington, Kentucky	$13.5M	-$502K	3	0.53%	Reduced
658	Kestra Private Wealth Services Austin, Texas	$13.5M	+$1.39M	1	0.19%	Increased
659	OGC Oak Grove Capital North Hampton, New Hampshire	$13.5M	+$1.74M	1	2.21%	Increased
660	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$13.5M	-$5.56K	1	0.44%	Reduced
661	Evergreen Capital Management Bellevue, Washington	$13.5M	-$745K	3	0.4%	Reduced
662	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$13.4M	-$11.9M	1	2.72%	Reduced
663	First Manhattan New York	$13.3M	+$4.19M	2	0.04%	Increased
664	RWA Wealth Partners Newton, Massachusetts	$13.3M	+$596K	1	0.17%	Increased
665	Robeco Schweiz Zurich, Switzerland	$13.3M	$0	1	0.31%	Maintained
666	SCS Capital Management Boston, Massachusetts	$13.2M	+$7.94M	1	0.15%	Increased
667	Unisphere Establishment Vaduz, Liechtenstein	$13.1M	$0	1	0.11%	Maintained
668	HRT Financial New York	$13.1M	-$4.76M	3	0.06%	Reduced
669	PCMH Polymer Capital Management (HK) Hong Kong	$13.1M	-$4.13M	1	1.98%	Reduced
670	PI Point72 Italy Milan, Italy	$13M	+$7.63M	1	6.42%	Increased
671	MKA M. Kulyk & Associates Decatur, Georgia	$12.9M	-$115K	1	2.79%	Reduced
672	Daiwa Securities Group Tokyo, Japan	$12.8M	-$1.57M	1	0.05%	Reduced
673	FRA Frank Rimerman Advisors Palo Alto, California	$12.7M	+$546K	2	0.85%	Increased
674	Annex Advisory Services Brookfield, Wisconsin	$12.6M	-$471K	1	0.3%	Reduced
675	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$12.5M	-$62.4M	2	0.05%	Reduced