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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	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$545K	$0	1	5.61%	Maintained
1002	Capital Fund Management (CFM) Paris, France	$544K	+$496K	2	0.01%	New
1003	HCM Hollencrest Capital Management Newport Beach, California	$543K	-$47.7K	1	0.06%	Reduced
1004	Fulton Bank Lancaster, Pennsylvania	$541K	-$167K	2	0.03%	Reduced
1005	Arax Advisory Partners Denver, Colorado	$539K	-$14.2K	2	0.08%	Reduced
1006	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$539K	+$2.18K	1	0.34%	Increased
1007	Cetera Advisors Denver, Colorado	$530K	+$69K	1	0.02%	Increased
1008	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$524K	+$74.8K	1	0.02%	Increased
1009	CloudAlpha Capital Management Hong Kong	$523K	+$455K	1	0.01%	New
1010	CCG Capital CS Group Irvine, California	$521K	+$453K	1	0.54%	New
1011	Centiva Capital New York	$520K	+$456K	2	0.02%	New
1012	WAS WESPAC Advisors SoCal Pasadena, California	$518K	-$96.7K	1	0.21%	Reduced
1013	VF Virtu Financial New York	$511K	-$28.3K	2	0.06%	Reduced
1014	SIMM Stillwater Investment Management (Minnesota) Stillwater, Minnesota	$508K	+$1.71K	1	0.16%	Increased
1015	SIM SummerHaven Investment Management Stamford, Connecticut	$508K	+$459K	1	0.39%	New
1016	Ameritas Investment Partners Lincoln, Nebraska	$507K	-$86.2K	3	0.02%	Reduced
1017	WPP Whalerock Point Partners Providence, Rhode Island	$505K	+$404K	1	0.24%	Increased
1018	HCM HMS Capital Management Nashville, Tennessee	$504K	+$438K	1	0.23%	New
1019	SSIM Sheets Smith Investment Management Houston, Texas	$501K	+$422K	1	0.45%	New
1020	IAIM International Assets Investment Management Orlando, Florida	$499K	+$133K	3	0.09%	Increased
1021	PWP Principle Wealth Partners Madison, Connecticut	$497K	+$432K	1	0.07%	New
1022	TD Ameritrade Investment Management Omaha, Nebraska	$495K	-$3.79K	1	0%	Reduced
1023	Diversified Trust Memphis, Tennessee	$493K	+$116K	2	0.02%	Increased
1024	Great Valley Advisor Group Wilmington, Delaware	$493K	-$62.7K	1	0.05%	Reduced
1025	Wealthspire Advisors (New York) New York	$489K	+$23.7K	1	0.01%	Increased