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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	Atlantic Union Bankshares Glen Allen, Virginia	$11.6M	+$9.48M	1	0.26%	New
702	Atria Wealth Solutions New York	$11.6M	-$6.68M	1	0.26%	Reduced
703	Ceredex Value Advisors Orlando, Florida	$11.5M	-$1.86M	1	0.25%	Reduced
704	RCAP Resolute Capital Asset Partners Denver, Colorado	$11.3M	+$4.64M	1	5.92%	Increased
705	Alight Capital Management New York	$11.3M	+$2.78M	1	2.76%	Increased
706	Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany	$11.3M	+$809K	3	0.02%	Increased
707	Lockheed Martin Investment Management Bethesda, Maryland	$11.3M	-$16.3M	1	0.41%	Reduced
708	Cresset Asset Management Chicago, Illinois	$11.2M	-$2.59M	2	0.06%	Reduced
709	New York State Teachers Retirement System (NYSTRS) Albany, New York	$11M	-$145K	4	0.02%	Reduced
710	FourThought Financial Partners Venice, Florida	$11M	+$20.5K	1	1.09%	Increased
711	Ballentine Partners Waltham, Massachusetts	$11M	+$332K	3	0.17%	Increased
712	SP SIH Partners Wilmington, Delaware	$11M	-$228K	1	0.41%	Reduced
713	State of Wisconsin Investment Board Madison, Wisconsin	$10.9M	+$2.1M	4	0.03%	Increased
714	Prospera Financial Services Dallas, Texas	$10.9M	-$2.79M	1	0.2%	Reduced
715	One Capital Management Westlake Village, California	$10.9M	+$437K	1	0.38%	Increased
716	MGO One Seven Beachwood, Ohio	$10.9M	+$1.21M	2	0.35%	Increased
717	Eagle Rock Investment Company Atlanta, Georgia	$10.8M	-$1.14M	1	1.71%	Reduced
718	DFG Delphi Financial Group Wilmington, Delaware	$10.8M	$0	1	7.64%	Maintained
719	Envestnet Portfolio Solutions Chicago, Illinois	$10.8M	-$1.63M	1	0.04%	Reduced
720	Profund Advisors Bethesda, Maryland	$10.7M	+$439K	3	0.38%	Increased
721	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$10.6M	+$1.98M	5	0.06%	Increased
722	CGA Channing Global Advisors Miami, Florida	$10.5M	-$367K	1	6.8%	Reduced
723	MICM Matthews International Capital Management San Francisco, California	$10.5M	+$308K	1	2.42%	Increased
724	Jefferies Financial Group New York	$10.5M	+$2.24M	3	0.09%	Increased
725	MM Monolith Management Hong Kong	$10.5M	-$15.8M	1	3.71%	Reduced