← All themes Semiconductors

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
2026	MLIC Mandatum Life Insurance Company Helsinki, Finland	$247K	-$15.2K	1	0.08%	Reduced
2027	RA Rational Advisors Huntington, New York	$246K	-$1.38M	1	0.02%	Reduced
2028	CBFP Cedar Brook Financial Partners Cleveland, Ohio	$246K	-$810K	1	1.85%	Reduced
2029	NAS Nicolet Advisory Services Green Bay, Wisconsin	$246K	-$30.4K	1	0.02%	Reduced
2030	RRCM Rappaport Reiches Capital Management Skokie`, Illinois	$245K	+$214K	1	0.07%	New
2031	KCM Kanawha Capital Management Richmond, Virginia	$245K	+$214K	1	0.02%	New
2032	AL ACAS LLC Rancho Santa Fe, California	$245K	+$224K	1	0.21%	New
2033	LFS Legacy Financial Strategies Overland Park, Kansas	$245K	+$204K	1	0.06%	New
2034	AIP Almanack Investment Partners Wayne, Pennsylvania	$245K	-$15.2K	1	0.04%	Reduced
2035	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$245K	+$214K	1	0.19%	New
2036	AA Aire Advisors Beverly Hills, California	$245K	+$214K	1	0.06%	New
2037	OBWG Onyx Bridge Wealth Group Tarrytown, New York	$244K	+$213K	1	0.04%	New
2038	TF Tompkins Financial Ithaca, New York	$243K	+$7.58K	1	0.03%	Increased
2039	FFG Fortem Financial Group Palm Desert, California	$243K	+$212K	1	0.1%	New
2040	PTP Platform Technology Partners New York	$243K	+$212K	1	0.08%	New
2041	EWP Elevation Wealth Partners Santa Rosa, California	$243K	+$10.6K	2	0.12%	Increased
2042	KCM KRS Capital Management Bloomfield, Michigan	$241K	+$210K	1	0.18%	New
2043	PGIM Custom Harvest Newark, New Jersey	$241K	+$210K	1	0.01%	New
2044	GA Goldstein Advisors Madison, Wisconsin	$241K	+$210K	1	0.04%	New
2045	JSAM J. Safra Asset Management New York	$239K	+$136K	1	0.02%	Increased
2046	NPF Norris Perne & French Grand Rapids, Michigan	$239K	+$208K	1	0.02%	New
2047	JWM Jeppson Wealth Management Manhattan Beach, California	$237K	-$18.5K	1	0.09%	Reduced
2048	Badgley Phelps Wealth Managers Seattle, Washington	$236K	+$205K	1	0.01%	New
2049	TCM Traynor Capital Management Malvern, Pennsylvania	$236K	+$19.7K	1	0.02%	Increased
2050	LCM Lazari Capital Management Woodland Hills, California	$236K	+$206K	1	0.11%	New