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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	KCM Kingdon Capital Management New York	$8.71M	-$4.37M	1	0.92%	Reduced
702	MAMU Marathon Asset Management (UK) London, United Kingdom	$8.7M	$0	1	0.27%	Maintained
703	AHC Adell Harriman & Carpenter Houston, Texas	$8.68M	+$2.8M	1	0.65%	Increased
704	Caption Management Oklahoma City, Oklahoma	$8.65M	+$3.6M	2	0.08%	Increased
705	Kestra Private Wealth Services Austin, Texas	$8.65M	-$335K	1	0.14%	Reduced
706	Commerce Bank Kansas City, Missouri	$8.62M	-$156K	1	0.06%	Reduced
707	Tocqueville Asset Management New York	$8.6M	-$1.11M	2	0.14%	Reduced
708	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$8.58M	+$3.08M	3	0.99%	Increased
709	DCA DSG Capital Advisors Edina, Minnesota	$8.5M	-$5.83K	1	1.72%	Reduced
710	BCH Berkshire Capital Holdings San Jose, California	$8.45M	-$6.5M	1	4.04%	Reduced
711	Whittier Trust South Pasadena, California	$8.43M	+$198K	3	0.12%	Increased
712	TPM Totem Point Management New York	$8.42M	-$1.41M	1	10.38%	Reduced
713	RNC Capital Management Los Angeles, California	$8.4M	-$9.13K	1	0.43%	Reduced
714	OGC Oak Grove Capital North Hampton, New Hampshire	$8.33M	+$9.75M	1	1.74%	New
715	MADR Milestones Administradora de Recursos Jaragua Do Sul, Brazil	$8.32M	+$1.19M	1	4.25%	Increased
716	D.A. Davidson & Co Great Falls, Montana	$8.31M	+$957K	2	0.07%	Increased
717	IP Interval Partners New York	$8.3M	+$3.82M	1	0.17%	Increased
718	SSB Sandy Spring Bank Olney, Maryland	$8.25M	+$233K	1	0.35%	Increased
719	SP SIH Partners Wilmington, Delaware	$8.24M	-$12.3M	1	0.28%	Reduced
720	Ensign Peak Advisors Salt Lake City, Utah	$8.23M	-$346K	5	0.02%	Reduced
721	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$8.19M	-$1.31M	2	0.09%	Reduced
722	HJIM Henry James International Management New York	$8.16M	-$702K	2	2.79%	Reduced
723	Bleakley Financial Group Fairfield, New Jersey	$8.12M	+$1.19M	1	0.26%	Increased
724	Magnetar Financial Evanston, Illinois	$8.09M	+$7.64M	3	0.11%	Increased
725	FFP FourThought Financial Partners Venice, Florida	$8.09M	+$122K	2	0.85%	Increased