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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
976	P Paradiem Covington, Louisiana	$608K	+$474K	1	0.26%	New
977	HPCM High Pointe Capital Management Chicago, Illinois	$603K	-$371K	1	0.57%	Reduced
978	AAM Auxier Asset Management Aurora, Oregon	$598K	$0	1	0.11%	Maintained
979	SGA Strategic Global Advisors Newport Beach, California	$593K	+$71.1K	1	0.1%	Increased
980	NICM Neo Ivy Capital Management New York	$589K	+$337K	3	0.66%	Increased
981	Cerity Partners New York	$588K	+$90K	1	0.02%	Increased
982	HAM Hammer Asset Management Auburn, California	$587K	-$142K	1	2.84%	Reduced
983	Hardman Johnston Global Advisors Stamford, Connecticut	$587K	$0	1	0.02%	Maintained
984	Ferguson Wellman Capital Management Portland, Oregon	$584K	$0	1	0.01%	Maintained
985	FC Forte Capital Rochester, New York	$582K	$0	1	0.09%	Maintained
986	SL Stevard LLC Chicago, Illinois	$582K	-$474K	1	0.2%	Reduced
987	CCM CAAS Capital Management New York	$578K	+$505K	1	0.01%	New
988	CCG Cloverfields Capital Group Minneapolis, Minnesota	$577K	+$502K	1	0.22%	New
989	ED Exane Derivatives Paris, France	$572K	+$57.6K	1	0.17%	Increased
990	B Bellecapital Zurich, Switzerland	$570K	+$226K	1	0.19%	Increased
991	HighPoint Advisor Group Downers Grove, Illinois	$570K	+$87K	1	0.07%	Increased
992	LIA LS Investment Advisors Bloomfield Hills, Michigan	$563K	$0	1	0.03%	Maintained
993	SCA Stonebridge Capital Advisors St Paul, Minnesota	$562K	+$200K	2	0.09%	Increased
994	Diamond Hill Capital Management Columbus, Ohio	$561K	-$73.8K	1	0%	Reduced
995	CWM Cordatus Wealth Management Newtown, Pennsylvania	$559K	+$486K	1	0.24%	New
996	Stock Yards Bank & Trust Louisville, Kentucky	$551K	-$12.9K	1	0.04%	Reduced
997	Choate Investment Advisors Boston, Massachusetts	$548K	+$477K	1	0.03%	New
998	CST Charles Schwab Trust Henderson, Nevada	$547K	$0	1	0.13%	Maintained
999	AAM AR Asset Management West Hollywood, California	$546K	$0	1	0.18%	Maintained
1000	CCI Credit Capital Investments Livingston, New Jersey	$545K	$0	1	0.7%	Maintained