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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	Capital Markets Trading (UK) London, United Kingdom	$2.02M	+$1.39M	1	0.05%	Increased
702	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$2.02M	+$10.9K	1	0.14%	Increased
703	MIP Marietta Investment Partners Milwaukee, Wisconsin	$2.01M	-$89K	1	0.57%	Reduced
704	ARK Investment Management St. Petersburg, Florida	$2.01M	+$221K	1	0.02%	Increased
705	KC Knuff & Co Foster City, California	$2M	$0	1	0.85%	Maintained
706	BS Biglari Sardar	$1.99M	$0	1	10.58%	Maintained
707	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$1.99M	+$1.93M	1	0.01%	New
708	HRT Financial New York	$1.99M	-$326K	3	0.03%	Reduced
709	SCP Stamos Capital Partners Menlo Park, California	$1.97M	+$1.64M	1	0.62%	Increased
710	EAMA EFG Asset Management (Americas) Miami, Florida	$1.97M	+$1.13M	1	0.49%	Increased
711	SIM SummerHaven Investment Management Stamford, Connecticut	$1.96M	+$19.4K	2	1.17%	Increased
712	VCM Vetamer Capital Management Menlo Park, California	$1.96M	-$287K	1	2.67%	Reduced
713	IAS IMA Advisory Services Denver, Colorado	$1.95M	+$878K	2	0.52%	Increased
714	STRS Ohio Columbus, Ohio	$1.94M	-$644K	4	0.01%	Reduced
715	Raymond James Trust St. Petersburg, Florida	$1.94M	+$185K	3	0.07%	Increased
716	HM Payson & Co Portland, Maine	$1.93M	-$65.5K	2	0.05%	Reduced
717	MCC Malaga Cove Capital Pv Estates, California	$1.93M	+$90.5K	1	1.05%	Increased
718	CAM Carret Asset Management New York	$1.92M	-$463K	1	0.27%	Reduced
719	KI Keystone Investors Singapore	$1.92M	+$1.86M	1	0.92%	New
720	CFS Capital Financial Services Clifton Park, New York	$1.91M	-$107K	1	2.63%	Reduced
721	HWMA Heritage Wealth Management (Arizona) Phoenix, Arizona	$1.91M	+$1.12M	2	0.27%	Increased
722	Winton Group London, United Kingdom	$1.91M	-$121K	2	0.13%	Reduced
723	AWA Aaron Wealth Advisors Chicago, Illinois	$1.9M	-$102K	1	0.28%	Reduced
724	Los Angeles Capital Management Los Angeles, California	$1.89M	-$5.8M	2	0.01%	Reduced
725	Y-Intercept (HK) Hong Kong	$1.89M	+$1.49M	3	0.28%	Increased