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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
926	Mitsubishi UFJ Asset Management Tokyo, Japan	$394K	+$78.7K	2	0%	Increased
927	CG Cutler Group San Francisco, California	$393K	+$145K	5	0.02%	Increased
928	IR Invictus RG Hamilton, Bermuda	$380K	+$356K	1	7.33%	New
929	SGA Strategic Global Advisors Newport Beach, California	$380K	+$356K	1	0.07%	New
930	VCM Virtue Capital Management Brentwood, Tennessee	$378K	+$355K	1	0.09%	New
931	SIMM Stillwater Investment Management (Minnesota) Stillwater, Minnesota	$376K	+$1.75K	1	0.14%	Increased
932	ED Exane Derivatives Paris, France	$376K	-$259K	1	0.11%	Reduced
933	WPP Whalerock Point Partners Providence, Rhode Island	$376K	-$323K	1	0.21%	Reduced
934	VCM Voce Capital Management San Francisco, California	$372K	+$415K	1	0.24%	New
935	TD Ameritrade Investment Management Omaha, Nebraska	$371K	+$22.2K	1	0%	Increased
936	AW Alpha Windward Westwood, Massachusetts	$369K	-$32.7K	1	0.27%	Reduced
937	FRM Fox Run Management Greenwich, Connecticut	$366K	+$106K	1	0.92%	Increased
938	JWCA J.W. Cole Advisors Tampa, Florida	$366K	+$343K	1	0.03%	New
939	UA Unison Advisors Washington, District of Columbia	$366K	-$2.65M	1	0.11%	Reduced
940	Walleye Trading New York	$362K	-$1.15M	2	0%	Reduced
941	Exencial Wealth Advisors Oklahoma City, Oklahoma	$361K	+$339K	1	0.02%	New
942	Cerity Partners New York	$360K	+$338K	1	0.01%	New
943	SFO Stokes Family Office New Orleans, Louisiana	$358K	+$336K	1	0.08%	New
944	Wealthspire Advisors (Maryland) Potomac, Maryland	$358K	+$335K	1	0.01%	New
945	Stratos Wealth Partners Beachwood, Ohio	$354K	-$53.1K	1	0.01%	Reduced
946	Clifford Swan Investment Counsel Pasadena, California	$353K	+$7.98K	1	0.02%	Increased
947	IWP Icon Wealth Partners Houston, Texas	$353K	-$122K	1	0.07%	Reduced
948	Davenport & Co Richmond, Virginia	$352K	-$1.67K	1	0%	Reduced
949	CQS Credential Qtrade Securities Vancouver,	$350K	-$12.8K	1	0.04%	Reduced
950	COF Capital One Financial Mclean, Virginia	$348K	$0	1	0.04%	Maintained