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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	Picton Mahoney Asset Management Toronto, Ontario, Canada	$9M	+$13.3K	4	0.35%	Increased
677	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$8.99M	-$795K	1	0.96%	Reduced
678	Profund Advisors Bethesda, Maryland	$8.93M	-$1.21M	4	0.33%	Reduced
679	Peregrine Capital Management Minneapolis, Minnesota	$8.89M	-$1.78M	1	0.26%	Reduced
680	FFP FourThought Financial Partners Venice, Florida	$8.88M	-$24.7K	1	1.14%	Reduced
681	Lockheed Martin Investment Management Bethesda, Maryland	$8.83M	+$7.71M	1	0.51%	New
682	CWP Cyndeo Wealth Partners St. Petersburg, Florida	$8.8M	+$681K	1	0.69%	Increased
683	NIMI Natixis Investment Managers International Paris, France	$8.8M	-$293K	1	0.66%	Reduced
684	BCM Bares Capital Management Austin, Texas	$8.78M	-$8.06M	1	0.42%	Reduced
685	SSB Sandy Spring Bank Olney, Maryland	$8.76M	-$301K	1	0.39%	Reduced
686	Diversify Advisory Services Sandy, Utah	$8.73M	+$3.8M	2	0.48%	Increased
687	LSA L & S Advisors Los Angeles, California	$8.72M	-$2.95M	1	0.99%	Reduced
688	KC Kingfisher Capital Charlotte, North Carolina	$8.71M	+$15.3K	1	2.04%	Increased
689	Nishkama Capital LLC Dorado, Puerto Rico	$8.71M	-$5.12M	1	0.66%	Reduced
690	Zurich Cantonal Bank Zurich, Switzerland	$8.63M	+$529K	6	0.03%	Increased
691	RR Robotti Robert	$8.63M	-$194K	1	1.35%	Reduced
692	LJAC L.J. Altfest & Co New York	$8.63M	+$704K	1	1.18%	Increased
693	TPM Totem Point Management New York	$8.58M	-$1.79M	1	12.56%	Reduced
694	Atreides Management Boston, Massachusetts	$8.5M	+$7.03M	1	0.28%	New
695	SCM SG Capital Management Chicago, Illinois	$8.45M	+$6.87M	2	1.32%	New
696	OLA Oliver Luxxe Assets Gladstone, New Jersey	$8.34M	-$82.1K	1	1.77%	Reduced
697	SGAM Smith Group Asset Management Dallas, Texas	$8.34M	-$549K	1	0.74%	Reduced
698	KAS Kemnay Advisory Services New York	$8.32M	+$475K	1	1.73%	Increased
699	DFG Delphi Financial Group Wilmington, Delaware	$8.31M	$0	1	4.68%	Maintained
700	TC Taika Capital Sunny Isles Beach, Florida	$8.26M	-$1.82M	1	6.51%	Reduced