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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
2201	MMG Monetary Management Group St Louis, Missouri	$174K	$0	1	0.04%	Maintained
2202	TIM Thompson Investment Management Madison, Wisconsin	$174K	$0	1	0.02%	Maintained
2203	SFS Stiles Financial Services Edina, Minnesota	$168K	+$4.43K	1	0.06%	Increased
2204	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$168K	$0	1	0%	Maintained
2205	MWA Moser Wealth Advisors Bellevue, Washington	$168K	$0	1	0.09%	Maintained
2206	DCM Dudley Capital Management Middleburg, Virginia	$167K	+$40K	1	0.09%	Increased
2207	GGI Godsey & Gibb Inc Richmond, Virginia	$165K	-$55.7K	1	0.02%	Reduced
2208	HWP Highline Wealth Partners Sherman Oaks, California	$164K	+$89.2K	2	0.06%	Increased
2209	WI WrapManager Inc Mill Valley, California	$162K	-$32.3K	1	0.04%	Reduced
2210	DC Diametric Capital Boston, Massachusetts	$158K	-$568K	1	0.08%	Reduced
2211	LOIM Liberty One Investment Management Libertyville, Illinois	$157K	-$10.2K	1	0.02%	Reduced
2212	UIA Ulland Investment Advisors Minneapolis, Minnesota	$151K	+$148K	3	0.11%	Increased
2213	HCP Hexagon Capital Partners Rogers, Arkansas	$151K	+$35	5	0.03%	Increased
2214	PK Pflug Koory Omaha, Nebraska	$151K	+$148K	1	0.07%	New
2215	KFI Key Financial Inc West Chester, Pennsylvania	$148K	$0	4	0.03%	Maintained
2216	HB HTLF Bank Denver, Colorado	$148K	-$360K	1	0.02%	Reduced
2217	First Command Advisory Services Fort Worth, Texas	$147K	+$3.07K	2	0%	Increased
2218	PS Planned Solutions Folsom, California	$146K	+$144K	1	0.06%	New
2219	JPWM Jamison Private Wealth Management Milton, Georgia	$146K	+$44K	1	0.02%	Increased
2220	CFG CKW Financial Group Honolulu, Hawaii	$146K	$0	1	0.02%	Maintained
2221	OC Oarsman Capital Milwaukee, Wisconsin	$143K	+$140K	2	0.03%	New
2222	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$140K	-$29.8K	1	0.07%	Reduced
2223	NI NCP Inc La Quinta, California	$139K	+$136K	1	0.08%	New
2224	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$135K	$0	1	0.04%	Maintained
2225	RA Rise Advisors Rochester, New York	$133K	-$23.5K	3	0.06%	Reduced