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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
1101	WCA Westover Capital Advisors Wilmington, Delaware	$11.5M	+$639K	1	1.9%	Increased
1102	BCP Bayberry Capital Partners New York	$11.5M	+$9.74M	1	3.95%	New
1103	MIC Maxi Investments CY Limassol, Cyprus	$11.4M	-$13.8M	1	2.31%	Reduced
1104	GIC Generali Investments CEE Prague, Czech Republic	$11.4M	-$736K	2	0.54%	Reduced
1105	SI Shaker Investments Cleveland, Ohio	$11.4M	-$73.4K	1	4.09%	Reduced
1106	GAMMA Investing Foster City, California	$11.3M	+$284K	8	0.42%	Increased
1107	TCM Tufton Capital Management Hunt Valley, Maryland	$11.3M	-$601K	1	1.9%	Reduced
1108	BHPW Beverly Hills Private Wealth Beverly Hills, California	$11.3M	-$2.12M	1	2.15%	Reduced
1109	NIA NIA Impact Advisors Berkeley, California	$11.3M	-$547K	1	4.67%	Reduced
1110	FA Faithward Advisors Lancaster, Pennsylvania	$11.3M	+$9M	2	1.38%	Increased
1111	AP Advisortrust Partners Raleigh, North Carolina	$11.3M	-$1.05M	1	3.85%	Reduced
1112	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$11.3M	+$2.15M	3	0.07%	Increased
1113	SRM Shelter Rock Management Jericho, New York	$11.2M	-$47.1K	1	10.87%	Reduced
1114	GWMR GC Wealth Management RIA Cambridge, Massachusetts	$11.2M	-$4.81M	1	0.64%	Reduced
1115	MA Mutual Advisors Omaha, Nebraska	$11.1M	+$580K	2	0.21%	Increased
1116	HPCM Hunter Perkins Capital Management Lombard, Illinois	$11.1M	+$208K	1	2.49%	Increased
1117	MIM Morningstar Investment Management Chicago, Illinois	$11.1M	$0	1	0.68%	Maintained
1118	SIA Soltis Investment Advisors St. George, Utah	$11M	+$704K	1	0.61%	Increased
1119	SC Skylands Capital Milwaukee, Wisconsin	$11M	-$2.1M	1	1.36%	Reduced
1120	Arizona State Retirement System Phoenix, Arizona	$11M	+$51.5K	4	0.06%	Increased
1121	BSAM Blue Square Asset Management New York	$11M	-$64.5K	1	4.46%	Reduced
1122	AWA Artemis Wealth Advisors New York	$11M	-$1.85M	1	1.32%	Reduced
1123	Harbour Investments Madison, Wisconsin	$11M	+$354K	6	0.15%	Increased
1124	MG Montaka Global Sydney,	$10.9M	-$2.28M	1	6.16%	Reduced
1125	GM GeoWealth Management Chicago, Illinois	$10.9M	-$285K	2	0.34%	Reduced