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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
1301	KHCM Kirtland Hills Capital Management Bratenahl, Ohio	$7.3M	+$72.6K	1	2.08%	Increased
1302	AOWM Asset One Wealth Management Bellevue, Washington	$7.3M	+$13K	1	0.77%	Increased
1303	Gradient Investments Arden Hills, Minnesota	$7.3M	+$153K	1	0.1%	Increased
1304	CCM Canal Capital Management Richmond, Virginia	$7.27M	-$284K	1	0.89%	Reduced
1305	BAM Burkett Asset Management Victoria,	$7.27M	-$120K	1	6.79%	Reduced
1306	EULAV Asset Management Sarasota, Florida	$7.24M	+$5.98M	1	0.23%	New
1307	SGI Summit Global Investments Bountiful, Utah	$7.24M	-$2.91M	3	0.4%	Reduced
1308	HNB Hilltop National Bank Casper, Wyoming	$7.22M	-$107K	2	1.54%	Reduced
1309	BS Biglari Sardar	$7.22M	$0	1	11.6%	Maintained
1310	CWA Asset Management Group Naples, Florida	$7.19M	-$1.57M	3	0.22%	Reduced
1311	IFM ION Fund Management Herzliya,	$7.19M	-$3.11M	1	0.46%	Reduced
1312	Perigon Wealth Management San Francisco, California	$7.19M	+$1.01M	4	0.11%	Increased
1313	Intesa Sanpaolo SpA. Turin, Italy	$7.19M	-$8.3M	1	0.25%	Reduced
1314	SP Saranac Partners London,	$7.19M	+$185K	1	2.1%	Increased
1315	ECML Eagle Capital Management (Louisiana) Mandeville, Louisiana	$7.18M	-$46.7K	1	2.45%	Reduced
1316	VFO Virtus Family Office El Paso, Texas	$7.17M	-$83.2K	1	5.67%	Reduced
1317	WBC Westpac Banking Corp Sydney, Australia	$7.17M	-$3.42M	1	0.44%	Reduced
1318	SWA Stratos Wealth Advisors Beachwood, Ohio	$7.15M	+$3.07M	1	0.39%	Increased
1319	NMC Nine Masts Capital Central, Hong Kong	$7.14M	-$20.8M	1	0.72%	Reduced
1320	HT Headlands Technologies Chicago, Illinois	$7.12M	+$5.39M	5	0.76%	Increased
1321	LOPW Live Oak Private Wealth Wilmington, North Carolina	$7.12M	-$387K	1	0.89%	Reduced
1322	SMTF Sphera Management Technology Funds Tel Aviv, Israel	$7.1M	-$306K	3	2.48%	Reduced
1323	VCP Verus Capital Partners Scottsdale, Arizona	$7.09M	+$497K	1	0.38%	Increased
1324	SFG Stonebridge Financial Group San Rafael, California	$7.06M	+$5.98M	1	0.98%	New
1325	PP PDT Partners New York	$7.03M	+$5.15M	1	0.37%	New