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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	$15.1M	+$694K	1	0.28%	Increased
702	SCS Capital Management Boston, Massachusetts	$15M	-$1.07M	1	0.16%	Reduced
703	VIP Vantage Investment Partners Kansas City, Missouri	$15M	+$13.1M	1	1.02%	New
704	MAMHA MY.Alpha Management HK Advisors Hong Kong	$14.9M	-$13.4M	1	9.67%	Reduced
705	CCI Credit Capital Investments Livingston, New Jersey	$14.9M	$0	1	16.66%	Maintained
706	State of Wisconsin Investment Board Madison, Wisconsin	$14.8M	+$776K	4	0.03%	Increased
707	RG Renaissance Group Covington, Kentucky	$14.7M	-$1.49M	3	0.55%	Reduced
708	CAIMH Central Asset Investments & Management Holdings Hong Kong	$14.7M	+$4.36M	1	8.67%	Increased
709	Commerce Bank Kansas City, Missouri	$14.6M	+$91.5K	1	0.08%	Increased
710	LGWM Litman Gregory Wealth Management Larkspur, California	$14.5M	-$504K	1	1.08%	Reduced
711	LGT Fund Management Vaduz, Liechtenstein	$14.5M	-$949K	1	1.17%	Reduced
712	Vestmark Advisory Solutions Wakefield, Massachusetts	$14.5M	+$4.58M	1	0.28%	Increased
713	DCA DSG Capital Advisors Edina, Minnesota	$14.4M	+$1.61M	1	2.3%	Increased
714	MGO One Seven Beachwood, Ohio	$14.4M	+$855K	2	0.33%	Increased
715	Meridian Wealth Management Lexington, Kentucky	$14.4M	+$6M	1	0.55%	Increased
716	Cresset Asset Management Chicago, Illinois	$14.4M	+$580K	3	0.06%	Increased
717	Montag & Associates Atlanta, Georgia	$14.4M	-$416K	1	0.66%	Reduced
718	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$14.3M	$0	1	6.58%	Maintained
719	DSM Capital Partners Palm Beach Gardens, Florida	$14.2M	+$2.19M	1	0.2%	Increased
720	RNC Capital Management Los Angeles, California	$14.2M	-$572K	1	0.65%	Reduced
721	CIM Contravisory Investment Management Norwell, Massachusetts	$14.2M	-$1.08M	1	2.76%	Reduced
722	ACMH Andar Capital Management (HK) Hong Kong	$14.2M	+$9.06M	1	14.38%	Increased
723	TS Triglav Skladi Ljubljana, Slovenia	$14.2M	+$5.87M	1	0.93%	Increased
724	Carson Wealth (CWM LLC) Omaha, Nebraska	$14M	+$2.27M	8	0.04%	Increased
725	ERIC Eagle Rock Investment Company Atlanta, Georgia	$14M	+$505K	2	2.05%	Increased