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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
726	RC Riposte Capital New York	$29.3M	+$22.7M	2	6.5%	New
727	AC AMS Capital Sao Paulo, Brazil	$29.2M	+$24.8M	1	10.05%	New
728	BCM Brown Capital Management Baltimore, Maryland	$29.2M	-$78.2M	1	5.84%	Reduced
729	EP Wealth Advisors Torrance, California	$29.2M	+$10M	5	0.11%	Increased
730	TCMG TSP Capital Management Group Summit, New Jersey	$29.2M	+$26.1M	1	6.98%	New
731	PAG Private Advisory Group Redmond, Washington	$29.1M	+$5.47M	1	1.57%	Increased
732	BCC Bridge City Capital Lake Oswego, Oregon	$28.7M	-$734K	2	6.56%	Reduced
733	Advisors Asset Management Monument, Colorado	$28.7M	+$2.41M	6	0.44%	Increased
734	AAIM American Assets Investment Management San Diego, California	$28.7M	$0	1	1.73%	Maintained
735	Kovitz Investment Group Partners Chicago, Illinois	$28.6M	-$1.72M	2	0.63%	Reduced
736	Meyer Handelman Company Rye Brook, New York	$28.6M	+$2.37M	2	0.81%	Increased
737	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$28.4M	-$1.62K	1	0.62%	Reduced
738	PCM Portolan Capital Management Boston, Massachusetts	$28.4M	-$4.42M	2	1.06%	Reduced
739	JB Capital Wethersfield, Connecticut	$28.4M	+$1.16M	1	0.98%	Increased
740	ACGDR Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil	$28.3M	+$6.88M	1	3.4%	Increased
741	Jump Financial Chicago, Illinois	$28.1M	-$10.7M	5	0.23%	Reduced
742	Parallel Advisors San Francisco, California	$28M	+$3.33M	8	0.43%	Increased
743	MICM Matthews International Capital Management San Francisco, California	$28M	-$1.58M	1	9.59%	Reduced
744	WorldQuant Millennium Advisors New York	$27.8M	+$20.7M	1	0.1%	Increased
745	NIM Northeast Investment Management Boston, Massachusetts	$27.7M	+$9.84M	1	1.02%	Increased
746	TC Triavera Capital Larkspur, California	$27.7M	+$2.07M	1	15.07%	Increased
747	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$27.6M	+$20.7M	1	1.04%	New
748	HSM H Squared Management New York	$27.6M	$0	1	17.68%	Maintained
749	SEB Asset Management Stockholm,	$27.2M	+$5.49M	2	0.1%	Increased
750	HB Wealth Management Atlanta, Georgia	$27.2M	+$2.27M	4	0.15%	Increased