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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	MHR Matthew Hamilton Rosenberg	$254K	$0	1	0.19%	Maintained
1027	CT Cambridge Trust Cambridge, Massachusetts	$253K	$0	1	0.01%	Maintained
1028	WI Wintrust Investments Chicago, Illinois	$253K	+$237K	1	0.03%	New
1029	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$252K	+$236K	1	0.13%	New
1030	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$251K	+$235K	1	0.07%	New
1031	IHL Investment House LLC Redondo Beach, California	$251K	+$236K	1	0.02%	New
1032	MAM Marquette Asset Management Minneapolis, Minnesota	$251K	$0	1	0.07%	Maintained
1033	CA Calton & Associates Tampa, Florida	$250K	+$235K	1	0.05%	New
1034	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$250K	+$235K	1	0.07%	New
1035	CCA Cruiser Capital Advisors Stamford, Connecticut	$249K	+$303K	1	0.24%	New
1036	Americana Partners Houston, Texas	$248K	+$229K	1	0.23%	New
1037	Bank of Nova Scotia Toronto, Ontario, Canada	$246K	+$231K	1	0%	New
1038	C Certuity North Palm Beach, Florida	$246K	+$231K	1	0.1%	New
1039	H HoyleCohen San Diego, California	$246K	+$231K	1	0.04%	New
1040	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$244K	+$227K	1	0.14%	New
1041	SS Sunbelt Securities Houston, Texas	$244K	+$229K	1	0.07%	New
1042	MAFM Mid Atlantic Financial Management Pittsburgh, Pennsylvania	$243K	+$208K	1	0.02%	New
1043	KPW Kore Private Wealth New York	$242K	-$55.9K	1	0.05%	Reduced
1044	PTC Petrus Trust Company Dallas, Texas	$242K	-$238K	1	0.03%	Reduced
1045	SCA Stonebridge Capital Advisors St Paul, Minnesota	$242K	-$184K	1	0.04%	Reduced
1046	SC Slow Capital Greenbrae, California	$240K	+$225K	1	0.07%	New
1047	ACP Aviance Capital Partners Naples, Florida	$236K	+$221K	1	0.05%	New
1048	Waldron Private Wealth Bridgeville, Pennsylvania	$236K	+$222K	1	0.02%	New
1049	Miracle Mile Advisors Los Angeles, California	$235K	+$221K	1	0.02%	New
1050	Perigon Wealth Management San Francisco, California	$235K	+$220K	1	0.03%	New