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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
1326	SCP Steamboat Capital Partners Rye, New York	$6.99M	-$146K	1	1.5%	Reduced
1327	GMA Glassy Mountain Advisors Bethesda, Maryland	$6.99M	-$140K	1	1.91%	Reduced
1328	PI PFG Investments Woodbury, New York	$6.98M	+$421K	1	0.27%	Increased
1329	South Dakota Investment Council Sioux Falls, South Dakota	$6.98M	+$1M	2	0.12%	Increased
1330	SCM Stonebridge Capital Management Los Angeles, California	$6.98M	-$801K	1	3.36%	Reduced
1331	AAM AR Asset Management West Hollywood, California	$6.93M	$0	1	1.27%	Maintained
1332	PDL Portfolio Design Labs Encino, California	$6.89M	+$4.34M	1	1.13%	Increased
1333	First National Bank of Omaha Omaha, Nebraska	$6.89M	+$1.29M	2	0.19%	Increased
1334	ONSWM Old North State Wealth Management Wilmington, North Carolina	$6.89M	-$161K	1	2.94%	Reduced
1335	FAM Fulcrum Asset Management London, United Kingdom	$6.87M	+$6.04M	5	0.68%	New
1336	Procyon Advisors Shelton, Connecticut	$6.85M	+$339K	3	0.3%	Increased
1337	EverSource Wealth Advisors Birmingham, Alabama	$6.84M	-$2.45M	8	0.23%	Reduced
1338	Fiduciary Trust Boston, Massachusetts	$6.81M	+$340K	1	0.07%	Increased
1339	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$6.8M	+$756K	1	0.59%	Increased
1340	SOW State of Wyoming Cheyenne, Wyoming	$6.74M	-$1.25M	5	0.68%	Reduced
1341	Midwest Trust Overland Park, Kansas	$6.73M	+$200K	1	0.08%	Increased
1342	IB Intrust Bank Wichita, Kansas	$6.73M	-$287K	2	0.5%	Reduced
1343	GAM Gemmer Asset Management Walnut Creek, California	$6.72M	+$2.84K	1	0.45%	Increased
1344	BB Bell Bank Fargo, North Dakota	$6.7M	+$193K	1	0.26%	Increased
1345	FAM Fairtree Asset Management Bellville, Cape Town, South Africa	$6.69M	+$804K	1	2.56%	Increased
1346	Nicholas Company Milwaukee, Wisconsin	$6.67M	-$3.88M	1	0.12%	Reduced
1347	RA RiverPark Advisors New York	$6.66M	-$446K	1	3.05%	Reduced
1348	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$6.66M	+$5.66M	1	0.54%	New
1349	OC Opinicus Capital Tampa, Florida	$6.64M	-$339K	1	3.55%	Reduced
1350	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$6.64M	-$177K	2	0.43%	Reduced