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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
1201	Mitsubishi UFJ Asset Management Tokyo, Japan	$9.18M	+$732K	3	0.01%	Increased
1202	KLP Kapitalforvaltning Oslo, Norway	$9.18M	+$291K	4	0.03%	Increased
1203	PFM Premier Fund Managers Guildford, United Kingdom	$9.14M	-$507K	1	0.83%	Reduced
1204	RTM RH Tailwind Management West Conshohocken, Pennsylvania	$9.07M	-$9.33M	1	0.88%	Reduced
1205	IWA Icon Wealth Advisors Houston, Texas	$9.07M	+$178K	1	0.55%	Increased
1206	AAIM Asset Advisors Investment Management Augusta, Georgia	$9.06M	+$4.35M	1	0.83%	Increased
1207	AC Axon Capital New York	$9.03M	-$3.81M	1	12.25%	Reduced
1208	Cullen/Frost Bankers San Antonio, Texas	$9.03M	+$5.39M	6	0.09%	Increased
1209	OA Oak Associates Akron, Ohio	$8.99M	$0	2	0.5%	Maintained
1210	BCM Birch Capital Management Dallas, Texas	$8.94M	-$6.9K	1	4.37%	Reduced
1211	BA Bridgewater Advisors New York	$8.92M	+$46.4K	2	0.49%	Increased
1212	Level Four Advisory Services Dallas, Texas	$8.9M	+$460K	1	0.25%	Increased
1213	Dana Investment Advisors Waukesha, Wisconsin	$8.9M	-$1.94M	2	0.23%	Reduced
1214	SAS Stelac Advisory Services New York	$8.9M	+$264K	1	1.66%	Increased
1215	AT American Trust Lexington, Kentucky	$8.86M	-$1.28M	1	0.68%	Reduced
1216	JHP James Hambro & Partners London, United Kingdom	$8.79M	+$386K	1	0.32%	Increased
1217	NB Northwest Bancshares Warren, Pennsylvania	$8.71M	-$967K	1	1.57%	Reduced
1218	AIC AWM Investment Company New York	$8.69M	+$8.52M	1	0.75%	New
1219	PFU Parus Finance (UK) London, United Kingdom	$8.65M	+$5.02M	1	2.26%	Increased
1220	Pinnacle Associates New York	$8.6M	+$428K	3	0.09%	Increased
1221	SSA SSA Swiss Advisors Zurich,	$8.59M	$0	1	3.22%	Maintained
1222	YC Yarbrough Capital Franklin, Tennessee	$8.58M	$0	1	0.26%	Maintained
1223	ACL APEIRON Capital Ltd Hong Kong	$8.55M	+$3.69M	1	5.49%	Increased
1224	ACM Alpha Capital Management Austin, Texas	$8.53M	-$230K	1	1.11%	Reduced
1225	Ariel Investments Chicago, Illinois	$8.52M	+$709K	1	0.08%	Increased