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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
1701	DI Disciplined Investments Tulsa, Oklahoma	$23K	$0	1	0.01%	Maintained
1702	SIC SJS Investment Consulting Sylvania, Ohio	$23K	+$22.5K	1	0.01%	New
1703	AFG Albion Financial Group Salt Lake City, Utah	$22K	-$5.97K	1	0%	Reduced
1704	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$22K	-$31.5K	3	0.01%	Reduced
1705	RIM Rockbridge Investment Management Syracuse, New York	$22K	$0	1	0%	Maintained
1706	SWM Sugarloaf Wealth Management Duluth, Georgia	$22K	$0	2	0.01%	Maintained
1707	LF Lee Financial Dallas, Texas	$21K	+$14.8K	3	0%	Increased
1708	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$20K	$0	1	0%	Maintained
1709	MIM Macroview Investment Management Bethesda, Maryland	$19K	-$4.34K	1	0.02%	Reduced
1710	SIS Sound Income Strategies Ft Lauderdale, Florida	$19K	-$351	1	0%	Reduced
1711	ICM Islay Capital Management Lubbock, Texas	$18K	$0	1	0.01%	Maintained
1712	PA PSI Advisors Tampa, Florida	$18K	$0	1	0.01%	Maintained
1713	Salem Investment Counselors Winston Salem, North Carolina	$18K	$0	1	0%	Maintained
1714	GEA Glen Eagle Advisors Kingston, New Jersey	$16K	-$19.9K	1	0%	Reduced
1715	TFO Tarbox Family Office Newport Beach, California	$16K	$0	4	0%	Maintained
1716	TCM Tradewinds Capital Management Bellingham, Washington	$16K	$0	1	0%	Maintained
1717	BA Bivin & Associates Ponca City, Oklahoma	$15K	+$14.1K	5	0.01%	New
1718	KCM KRS Capital Management Bloomfield, Michigan	$15K	+$15.5K	1	0.01%	New
1719	MCM MV Capital Management Bethesda, Maryland	$15K	$0	1	0%	Maintained
1720	SC Steph & Co Marinette, Wisconsin	$15K	$0	1	0.01%	Maintained
1721	Benjamin Edwards Inc Clayton, Missouri	$14K	+$11.9K	2	0%	Increased
1722	CT Clearstead Trust Portland, Maine	$14K	$0	1	0.01%	Maintained
1723	CP Corbenic Partners Bethlehem, Pennsylvania	$14K	+$3.04K	1	0%	Increased
1724	GC Gould Capital Tacoma, Washington	$14K	+$14.1K	1	0.01%	New
1725	LPWM Lake Point Wealth Management Rockwall, Texas	$14K	+$2K	2	0.01%	Increased