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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	WEC Winslow Evans & Crocker Boston, Massachusetts	$50K	$0	1	0.01%	Maintained
1002	Emerald Advisers Leola, Pennsylvania	$49K	+$44.3K	1	0%	New
1003	CFG CKW Financial Group Honolulu, Hawaii	$48K	$0	1	0.01%	Maintained
1004	APWM Atlas Private Wealth Management Albany, New York	$46K	+$42.2K	1	0.04%	New
1005	Simon Quick Advisors Morristown, New Jersey	$46K	+$36.7K	1	0.02%	Increased
1006	Cohen & Steers New York	$44K	-$2.28M	1	0%	Reduced
1007	Gradient Investments Arden Hills, Minnesota	$43K	-$1.78M	2	0%	Reduced
1008	SBL Sargent Bickham Lagudis Boulder, Colorado	$43K	+$19.1K	2	0%	Increased
1009	Arkadios Wealth Advisors Atlanta, Georgia	$42.8K	+$38.3K	1	0.03%	New
1010	NPP New Potomac Partners Bethesda, Maryland	$42K	$0	1	0.04%	Maintained
1011	Cullen/Frost Bankers San Antonio, Texas	$41K	$0	1	0%	Maintained
1012	HCA Horan Capital Advisors Cincinnati, Ohio	$41K	$0	1	0.02%	Maintained
1013	TPWA TRUE Private Wealth Advisors Salem, Oregon	$39K	+$35.5K	1	0.01%	New
1014	POIA Pin Oak Investment Advisors Houston, Texas	$38K	-$18.8K	1	0.03%	Reduced
1015	GWS Glassman Wealth Services Vienna, Virginia	$37K	+$340	2	0.01%	Increased
1016	CB CNB Bank Clearfield, Pennsylvania	$36K	-$4.19K	1	0.03%	Reduced
1017	PCM Pinz Capital Management New York	$35K	+$38.1K	1	0.01%	New
1018	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$34K	-$10.7K	1	0.01%	Reduced
1019	M Mirova Paris, France	$34K	-$23.2M	1	0.01%	Reduced
1020	TL TrueWealth LLC Atlanta, Georgia	$33K	$0	2	0.01%	Maintained
1021	TFS TrustCore Financial Services Brentwood, Tennessee	$32K	$0	1	0.01%	Maintained
1022	Citizens Financial Group Providence, Rhode Island	$31K	$0	1	0%	Maintained
1023	MUFG Americas New York	$31K	$0	1	0%	Maintained
1024	GAM Gemmer Asset Management Walnut Creek, California	$29K	+$5.5K	3	0.01%	Increased
1025	HR Howe & Rusling Rochester, New York	$29K	$0	1	0%	Maintained