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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
901	TPM Totem Point Management New York	$18.7M	+$7.04M	2	11.46%	Increased
902	MTWSIF Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$18.7M	$0	2	2.46%	Maintained
903	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$18.6M	+$261K	1	0.97%	Increased
904	PE PCM Encore Aspen, Colorado	$18.6M	+$950K	4	3.27%	Increased
905	HCM Hodges Capital Management Dallas, Texas	$18.6M	+$114K	1	1.23%	Increased
906	SWM Segment Wealth Management Houston, Texas	$18.5M	+$9.95M	1	0.96%	Increased
907	LT Legacy Trust Grand Rapids, Michigan	$18.5M	-$1.71M	1	3.27%	Reduced
908	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$18.5M	-$569K	2	0.69%	Reduced
909	WC Whitney & Co Rochester, New York	$18.5M	-$39K	1	1.35%	Reduced
910	GIP Granite Investment Partners El Segundo, California	$18.3M	-$5.67M	1	0.94%	Reduced
911	KHLMTHM Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel	$18.2M	+$15.5M	1	2.26%	New
912	DAM Deltec Asset Management New York	$18.2M	-$183K	1	2.69%	Reduced
913	MB MidFirst Bank Oklahoma City, Oklahoma	$18.2M	+$243K	1	1.29%	Increased
914	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$18.1M	+$11.9M	2	0.34%	Increased
915	LC LRZ Capital Miami, Florida	$18.1M	-$2.03M	1	9.19%	Reduced
916	QI Qtron Investments Boston, Massachusetts	$18.1M	-$3M	1	2.42%	Reduced
917	Busey Bank Urbana, Illinois	$18.1M	+$3.83M	1	0.44%	Increased
918	IWA IBEX Wealth Advisors Bedminster, New Jersey	$18M	+$428K	1	1.41%	Increased
919	IPGDR Investidor Profissional Gestao de Recursos Rio De Janeiro, Brazil	$18M	+$5.77M	1	10.43%	Increased
920	AAP Ardsley Advisory Partners Stamford, Connecticut	$18M	+$15.5M	2	1.87%	New
921	Ingalls & Snyder LLC New York	$17.9M	-$86K	1	0.49%	Reduced
922	LOM LTS One Management New York	$17.9M	-$3.01M	1	7.13%	Reduced
923	RBCM Raub Brock Capital Management Larkspur, California	$17.9M	-$6.6M	1	4.92%	Reduced
924	GAG Goodman Advisory Group Needham, Massachusetts	$17.8M	+$2.98M	1	4.1%	Increased
925	NO Ninety One Cape Town, South Africa	$17.8M	-$1.41M	1	0.96%	Reduced