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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
676	Horizon Kinetics New York	$372K	-$27.7K	1	0.01%	Reduced
677	BOS Bank of Stockton Stockton, California	$369K	-$26.2K	1	0.15%	Reduced
678	LIA LS Investment Advisors Bloomfield Hills, Michigan	$369K	-$605	5	0.02%	Reduced
679	JFA Johanson Financial Advisors Campbell, California	$367K	+$22K	1	0.24%	Increased
680	Simplicity Solutions Minneapolis, Minnesota	$363K	-$236K	1	0.03%	Reduced
681	P Pitcairn Conshohocken, Pennsylvania	$362K	-$717K	1	0.04%	Reduced
682	HBK Sorce Advisory Erie, Pennsylvania	$351K	-$9.76K	1	0.04%	Reduced
683	Brown Brothers Harriman & Co New York	$350K	-$233K	3	0%	Reduced
684	Holocene Advisors New York	$346K	-$46.3K	1	0.01%	Reduced
685	SGA Strategic Global Advisors Newport Beach, California	$334K	$0	1	0.11%	Maintained
686	Daiwa Securities Group Tokyo, Japan	$333K	+$56.7K	1	0%	Increased
687	CCP Clough Capital Partners Boston, Massachusetts	$328K	-$1.36M	1	0.03%	Reduced
688	OC Oakworth Capital Birmingham, Alabama	$327K	$0	1	0.08%	Maintained
689	Penserra Capital Management Orinda, California	$326K	+$326K	1	0.03%	New
690	GHCM Glen Harbor Capital Management San Diego, California	$325K	+$45.9K	1	0.01%	Increased
691	Rathbones Group Liverpool, United Kingdom	$324K	-$305K	1	0.01%	Reduced
692	FCM Flinton Capital Management Philadelphia, Pennsylvania	$321K	+$39.1K	2	0.01%	Increased
693	WAS WESPAC Advisors SoCal Pasadena, California	$321K	$0	1	0.19%	Maintained
694	Park National Corp Newark, Ohio	$319K	+$9.02K	1	0.02%	Increased
695	MAI Capital Management Independence, Ohio	$312K	+$35.1K	1	0.02%	Increased
696	HH Hilltop Holdings Dallas, Texas	$309K	-$242K	1	0.05%	Reduced
697	CA Calton & Associates Tampa, Florida	$303K	+$165K	1	0.09%	Increased
698	LFR Lehman Financial Resources Media, Pennsylvania	$301K	$0	1	0.15%	Maintained
699	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$300K	-$482K	1	0.05%	Reduced
700	LJAC L.J. Altfest & Co New York	$298K	-$872	1	0.13%	Reduced