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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
1026	SGDR SPX Gestao de Recursos Rio De Janeiro, Brazil	$13.7M	-$12.4M	1	1.52%	Reduced
1027	Western Wealth Management Golden, Colorado	$13.6M	+$254K	1	0.45%	Increased
1028	SGM Scalar Gauge Management Dallas, Texas	$13.6M	-$3.56M	1	7.5%	Reduced
1029	Spire Wealth Management Mclean, Virginia	$13.6M	+$665K	5	0.41%	Increased
1030	S Storgate Dallas, Texas	$13.6M	+$7.26M	1	2.82%	Increased
1031	Donaldson Capital Management Evansville, Indiana	$13.6M	+$833K	1	0.39%	Increased
1032	HCM Hilton Capital Management Garden City, New York	$13.5M	+$2.56M	1	0.92%	Increased
1033	Wedbush Securities Los Angeles, California	$13.5M	+$725K	3	0.35%	Increased
1034	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$13.4M	+$83.6K	2	0.65%	Increased
1035	MAM Morse Asset Management Darien, Connecticut	$13.4M	+$149K	2	2.21%	Increased
1036	VWM Venturi Wealth Management Austin, Texas	$13.2M	+$114K	2	0.51%	Increased
1037	ArrowMark Colorado Holdings Denver, Colorado	$13.2M	-$2.54M	1	0.55%	Reduced
1038	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$13.2M	+$225K	1	0.15%	Increased
1039	LIM Lagoda Investment Management New York	$13.1M	+$46.7K	1	7.23%	Increased
1040	HCA Hyperion Capital Advisors New York	$13.1M	$0	1	5.93%	Maintained
1041	VNA Valley National Advisers Bethlehem, Pennsylvania	$13.1M	-$274K	2	1.46%	Reduced
1042	State of New Jersey Common Pension Fund D Trenton, New Jersey	$13.1M	-$1.19M	4	0.04%	Reduced
1043	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$13.1M	+$46.9K	4	0.19%	Increased
1044	Catalyst Capital Advisors Huntington, New York	$13M	$0	1	0.22%	Maintained
1045	AMG National Trust Bank Greenwood Village, Colorado	$13M	-$4.39M	1	0.27%	Reduced
1046	UAM Unison Asset Management North Miami Beach, Florida	$13M	+$308K	1	5.27%	Increased
1047	OBAM ODDO BHF Asset Management Paris, France	$12.9M	-$106K	1	0.6%	Reduced
1048	OIS Okabena Investment Services Minneapolis, Minnesota	$12.9M	-$99.4K	1	2.31%	Reduced
1049	Seven Grand Managers Bronxville, New York	$12.9M	-$7.13M	1	0.52%	Reduced
1050	Coldstream Capital Management Bellevue, Washington	$12.8M	-$2.4M	5	0.16%	Reduced