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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
1226	CL CSS LLC Chicago, Illinois	$256K	-$1.3M	1	0.01%	Reduced
1227	SCM Silvant Capital Management Atlanta, Georgia	$256K	$0	2	0.02%	Maintained
1228	Beacon Pointe Advisors Newport Beach, California	$255K	-$64.2K	1	0.01%	Reduced
1229	Strategic Global Advisors Newport Beach, California	$250K	$0	1	0.04%	Maintained
1230	Simmons Bank Pine Bluff, Arkansas	$248K	+$7.52K	1	0.02%	Increased
1231	HoyleCohen San Diego, California	$246K	-$83.8K	1	0.03%	Reduced
1232	1IA 1620 Investment Advisors Plymouth, Massachusetts	$245K	+$13K	1	0.36%	Increased
1233	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$244K	$0	1	0.09%	Maintained
1234	IP Investment Partners New Philadelphia, Ohio	$244K	+$67.5K	1	0.07%	Increased
1235	Ascent Group Virginia Beach, Virginia	$242K	+$12.9K	1	0.03%	Increased
1236	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$242K	-$53.4K	2	0.2%	Reduced
1237	Glenview Trust Louisville, Kentucky	$241K	$0	1	0.01%	Maintained
1238	JWBC J.W. Burns & Co Dewitt, New York	$240K	-$61.3K	1	0.05%	Reduced
1239	Peak Asset Management Louisville, Colorado	$240K	+$289K	1	0.07%	New
1240	WAS WESPAC Advisors SoCal Pasadena, California	$240K	-$71.2K	1	0.1%	Reduced
1241	WI Wintrust Investments Chicago, Illinois	$239K	+$289K	1	0.03%	New
1242	Leuthold Group Minneapolis, Minnesota	$238K	$0	1	0.04%	Maintained
1243	Joel Isaacson & Co New York	$236K	-$2.07K	1	0.02%	Reduced
1244	WealthSource Partners San Luis Obispo, California	$236K	-$179K	1	0.02%	Reduced
1245	BFA Bill Few Associates Pittsburgh, Pennsylvania	$235K	$0	1	0.16%	Maintained
1246	Diamond Hill Capital Management Columbus, Ohio	$235K	$0	1	0%	Maintained
1247	Griffin Asset Management New York	$235K	-$19.8K	1	0.04%	Reduced
1248	D'Orazio & Associates Falls Church, Virginia	$234K	-$34.8K	1	0.07%	Reduced
1249	Eagle Ridge Investment Management Stamford, Connecticut	$234K	-$91.6K	1	0.03%	Reduced
1250	WAM Watershed Asset Management San Francisco, California	$234K	+$13.5K	1	0.31%	Increased