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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
801	Equitable Holdings New York	$23.8M	+$1.26M	1	0.14%	Increased
802	WRBC W.R. Berkley Corp Greenwich, Connecticut	$23.7M	+$20.2M	1	1.09%	New
803	Aptus Capital Advisors Fairhope, Alabama	$23.7M	+$2.81M	3	0.16%	Increased
804	Americana Partners Houston, Texas	$23.7M	+$1.11M	2	0.53%	Increased
805	HIM Herald Investment Management London, United Kingdom	$23.6M	-$6.61M	1	3.2%	Reduced
806	CA Callahan Advisors Houston, Texas	$23.5M	+$3.19M	1	1.77%	Increased
807	SCS Capital Management Boston, Massachusetts	$23.3M	+$112K	1	0.22%	Increased
808	Alphadyne Asset Management New York	$23.3M	-$1.38M	1	0.22%	Reduced
809	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$23.1M	-$262K	2	0.78%	Reduced
810	AI Aperture Investors New York	$23.1M	+$11.9M	1	2.09%	Increased
811	RiverFront Investment Group Richmond, Virginia	$23M	+$18.1M	1	0.3%	Increased
812	DCA DSG Capital Advisors Edina, Minnesota	$22.9M	+$557K	1	3.25%	Increased
813	FCM Fernbridge Capital Management Los Angeles, California	$22.9M	+$19.4M	1	1.67%	New
814	YIA YHB Investment Advisors West Hartford, Connecticut	$22.8M	+$1.03M	1	1.46%	Increased
815	Arkadios Wealth Advisors Atlanta, Georgia	$22.8M	-$6.17K	3	0.34%	Reduced
816	GAI General American Investors New York	$22.7M	-$5.66M	1	1.34%	Reduced
817	CP Cumberland Partners Toronto, Ontario, Canada	$22.7M	+$4.11M	1	1.47%	Increased
818	Blue Trust Inc Alpharetta, Georgia	$22.7M	-$588K	5	0.24%	Reduced
819	INTECH Investment Management West Palm Beach, Florida	$22.6M	+$5.57M	4	0.21%	Increased
820	Natixis Paris, France	$22.6M	-$10.9M	1	0.09%	Reduced
821	Westwood Holdings Group Dallas, Texas	$22.5M	-$6.72M	2	0.17%	Reduced
822	MAMHA MY.Alpha Management HK Advisors Hong Kong	$22.5M	-$15.4M	1	8.68%	Reduced
823	DSCM Divisadero Street Capital Management Miami, Florida	$22.5M	+$9.17M	2	0.51%	Increased
824	WPW Warther Private Wealth Akron, Ohio	$22.5M	-$2.52M	1	4.93%	Reduced
825	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$22.5M	+$13.6M	3	0.03%	Increased