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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
1126	KF KKM Financial Chicago, Illinois	$10.9M	-$584K	1	1.49%	Reduced
1127	FBC Fairfield, Bush & Co Darien, Connecticut	$10.8M	+$25.2K	1	5.33%	Increased
1128	Virginia Retirement Systems Richmond, Virginia	$10.8M	+$1.53M	4	0.06%	Increased
1129	CAM Cypress Asset Management Houston, Texas	$10.8M	+$69K	1	2.11%	Increased
1130	ACM Aubrey Capital Management Edinburgh, United Kingdom	$10.8M	+$2.94M	2	6.77%	Increased
1131	FM Family Management New York	$10.8M	+$2.05M	1	1.11%	Increased
1132	JSAM J. Safra Asset Management New York	$10.8M	+$691K	2	0.5%	Increased
1133	PBCM Point Break Capital Management Miami, Florida	$10.8M	+$497K	1	11.72%	Increased
1134	Temasek Holdings Singapore	$10.7M	+$11.7M	1	0.03%	New
1135	Sagespring Wealth Partners Franklin, Tennessee	$10.7M	+$40.4K	2	0.16%	Increased
1136	VIM Vancity Investment Management Vancouver, British Columbia, Canada	$10.7M	+$9.07M	1	1.6%	New
1137	Kayne Anderson Rudnick Investment Management Los Angeles, California	$10.6M	+$1.34M	3	0.03%	Increased
1138	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$10.6M	-$7.1M	1	3.88%	Reduced
1139	AWM Aprio Wealth Management Atlanta, Georgia	$10.6M	+$406K	2	0.52%	Increased
1140	CF Centaurus Financial Anaheim, California	$10.6M	+$318K	2	0.41%	Increased
1141	Addenda Capital Montreal, Quebec, Canada	$10.6M	-$6.54M	1	0.29%	Reduced
1142	BO Bank OZK Little Rock, Arkansas	$10.6M	+$294K	1	3.14%	Increased
1143	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$10.6M	+$4.31M	1	1%	Increased
1144	Bridgeway Capital Management Houston, Texas	$10.5M	+$5.42M	4	0.19%	Increased
1145	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$10.5M	-$1.04M	2	2.31%	Reduced
1146	CT Caldwell Trust Venice, Florida	$10.5M	+$218K	1	0.85%	Increased
1147	PCG Prosperity Consulting Group Owings Mills, Maryland	$10.5M	+$896K	1	0.4%	Increased
1148	FCM Fairbanks Capital Management Rancho Santa Fe, California	$10.5M	-$134K	1	6.19%	Reduced
1149	Needham Investment Management New York	$10.4M	-$443K	1	0.31%	Reduced
1150	Sigma Planning Corp Ann Arbor, Michigan	$10.4M	-$2.35M	2	0.26%	Reduced