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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
1001	LSWM Lorne Steinberg Wealth Management Montreal, Quebec, Canada	$14.5M	+$313K	1	2.98%	Increased
1002	Brighton Jones LLC Seattle, Washington	$14.5M	+$262K	5	0.27%	Increased
1003	CCG Cypress Capital Group Palm Beach, Florida	$14.5M	+$1.37M	1	1.35%	Increased
1004	Ceredex Value Advisors Orlando, Florida	$14.4M	-$29.3M	2	0.41%	Reduced
1005	ECP Elwood Capital Partners New York	$14.3M	-$2.03M	1	7.07%	Reduced
1006	PA Paragon Advisors College Station, Texas	$14.3M	-$806K	1	2.99%	Reduced
1007	Envestnet Portfolio Solutions Chicago, Illinois	$14.2M	+$1.27M	2	0.07%	Increased
1008	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$14.2M	-$214K	1	2.09%	Reduced
1009	TCOK Trust Company of Kansas Wichita, Kansas	$14.2M	-$2.19M	1	7.29%	Reduced
1010	FCM Fremen Capital Management Stamford, Connecticut	$14.2M	+$882K	1	12.45%	Increased
1011	MCM Mitchell Capital Management Leawood, Kansas	$14.2M	-$93.3K	1	2.15%	Reduced
1012	MCM Militia Capital Management Austin, Texas	$14.1M	-$2.31M	1	0.42%	Reduced
1013	MLTEF Metatron Long Term Equity Fund Birkirkara,	$14.1M	+$12M	1	6.41%	New
1014	ML Maniro Ltd Nassau,	$14M	+$7.93M	1	3.15%	Increased
1015	DAC Dutch Asset Corp Selkirk, New York	$14M	-$128K	2	6.96%	Reduced
1016	ORI Oak Ridge Investments Chicago, Illinois	$14M	+$1.85M	2	0.79%	Increased
1017	LHC Little House Capital Braintree, Massachusetts	$14M	-$574K	1	3.14%	Reduced
1018	Yousif Capital Management Bloomfield Hills, Michigan	$13.9M	-$11.5M	5	0.16%	Reduced
1019	UHC Union Heritage Capital Bloomfield Hills, Michigan	$13.9M	$0	1	4.71%	Maintained
1020	BCP Bluegrass Capital Partners Palm Beach, Florida	$13.8M	+$11.8M	1	9%	New
1021	Allianz Munich, Germany	$13.8M	+$2.05M	1	0.15%	Increased
1022	PCM Prelude Capital Management New York	$13.8M	-$1.17M	5	1.01%	Reduced
1023	GGH GCM Grosvenor Holdings Chicago, Illinois	$13.8M	$0	1	0.59%	Maintained
1024	CFSG Community Financial Services Group Newport, Vermont	$13.7M	-$185K	1	2%	Reduced
1025	SPC Spirepoint Private Client Vero Beach, Florida	$13.7M	+$9.76M	3	1.11%	Increased