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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
1626	LPAM Lodestar Private Asset Management Alamo, California	$380K	-$1.99K	1	0.05%	Reduced
1627	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$380K	+$347K	1	0.26%	New
1628	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$379K	+$2.98K	1	0.01%	Increased
1629	COI Connable Office Inc Kalamazoo, Michigan	$379K	+$13.2K	1	0.04%	Increased
1630	SWM Stockman Wealth Management Billings, Montana	$378K	+$39.4K	1	0.07%	Increased
1631	CAAS Capital Asset Advisory Services Williamston, Michigan	$378K	+$332K	1	0.02%	New
1632	Freestone Capital Holdings Seattle, Washington	$375K	-$2.48K	1	0.01%	Reduced
1633	FRA Frank Rimerman Advisors Palo Alto, California	$375K	$0	1	0.07%	Maintained
1634	IP Investment Partners New Philadelphia, Ohio	$374K	+$124	1	0.17%	Increased
1635	CHP Cable Hill Partners Portland, Oregon	$373K	$0	1	0.05%	Maintained
1636	AHC Adell Harriman & Carpenter Houston, Texas	$370K	+$338K	1	0.03%	New
1637	OFS OneAscent Financial Services Birmingham, Alabama	$365K	-$76.6K	1	0.04%	Reduced
1638	MCA Millennium Capital Advisors Little Rock, Arkansas	$365K	$0	1	0.26%	Maintained
1639	FAT First American Trust Santa Ana, California	$363K	+$332K	1	0.04%	New
1640	TCOTS Trust Company of the South Greensboro, North Carolina	$363K	-$7.2K	1	0.08%	Reduced
1641	ACM Alta Capital Management Salt Lake City, Utah	$362K	-$46.5K	1	0.02%	Reduced
1642	RFA RTD Financial Advisors Philadelphia, Pennsylvania	$362K	$0	1	0.05%	Maintained
1643	PAG Paladin Advisory Group Clive, Iowa	$361K	$0	1	0.29%	Maintained
1644	KPF K2 Principal Fund Toronto, Ontario, Canada	$361K	+$329K	1	0.06%	New
1645	HWAM Hennion & Walsh Asset Management Parsippany, New Jersey	$361K	+$329K	1	0.02%	New
1646	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$359K	+$335K	1	0.06%	New
1647	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$359K	+$61K	5	0.06%	Increased
1648	FWM FMB Wealth Management Westlake Village, California	$359K	$0	1	0.29%	Maintained
1649	RFG Advisory Birmingham, Alabama	$359K	+$47.8K	1	0.01%	Increased
1650	EIM Essex Investment Management Boston, Massachusetts	$357K	$0	1	0.07%	Maintained