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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
701	Coldstream Capital Management Bellevue, Washington	$738K	-$1.06K	1	0.06%	Reduced
702	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$733K	-$241K	2	0.22%	Reduced
703	PGDP Pragma Gestao de Patrimonio Sao Paulo, Brazil	$726K	+$663K	1	0.66%	New
704	BCA Bray Capital Advisors Naples, Florida	$723K	-$53K	1	0.26%	Reduced
705	Bridgewater Associates Westport, Connecticut	$723K	+$663K	1	0.01%	New
706	BSAM Blue Square Asset Management New York	$718K	+$306K	1	0.56%	Increased
707	NL NWAM LLC Mercer Island, Washington	$712K	+$42.8K	1	0.12%	Increased
708	EMG Ellington Management Group Old Greenwich, Connecticut	$710K	-$542K	1	0.15%	Reduced
709	CCP Corient Capital Partners Newport Beach, California	$704K	+$58.3K	1	0.09%	Increased
710	RIL Rothschild Investment LLC Chicago, Illinois	$701K	-$24.8K	1	0.07%	Reduced
711	AAP Ardsley Advisory Partners Stamford, Connecticut	$697K	+$636K	1	0.11%	New
712	HS HighVista Strategies Boston, Massachusetts	$697K	+$26.5K	1	0.53%	Increased
713	IFP Advisors Tampa, Florida	$697K	-$215K	2	0.05%	Reduced
714	CC Carlson Capital Dallas, Texas	$690K	+$749K	1	0.01%	New
715	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$690K	$0	1	0.32%	Maintained
716	Huntington National Bank Columbus, Ohio	$685K	-$54.2K	4	0.01%	Reduced
717	MPCG Matrix Private Capital Group New York	$685K	+$622K	2	0.72%	New
718	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$685K	+$3.23K	1	0.07%	Increased
719	AF Advisornet Financial Minnetonka, Minnesota	$681K	+$8.38K	2	0.06%	Increased
720	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$674K	+$48.9K	1	0%	Increased
721	WC Wexford Capital West Palm Beach, Florida	$672K	+$621K	1	0.1%	New
722	Confluence Investment Management St. Louis, Missouri	$670K	+$28.3K	1	0.01%	Increased
723	ECM Everence Capital Management Goshen, Indiana	$664K	+$368K	2	0.1%	Increased
724	Quadrature Capital London, United Kingdom	$658K	+$603K	1	0.02%	New
725	VWM Venturi Wealth Management Austin, Texas	$655K	-$13.4K	1	0.08%	Reduced