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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
1	Fidelity Investments Boston, Massachusetts	$28.8B	-$612M	7	1.25%	Reduced
2	Capital World Investors Los Angeles, California	$16.4B	+$603M	1	1.94%	Increased
3	BlackRock New York	$15.7B	+$895M	8	0.23%	Increased
4	Sanders Capital West Palm Beach, Florida	$12.5B	-$775M	1	12.51%	Reduced
5	JP Morgan Chase New York	$12B	+$256M	8	0.66%	Increased
6	Fisher Asset Management Camas, Washington	$9.55B	+$29.1M	4	2.84%	Increased
7	Goldman Sachs New York	$8.44B	+$2.8B	8	0.73%	Increased
8	Morgan Stanley New York	$8.33B	+$441M	9	0.44%	Increased
9	VanEck Associates New York	$8.24B	-$821M	3	5.02%	Reduced
10	Bank of America Charlotte, North Carolina	$7.9B	+$557M	8	0.51%	Increased
11	T. Rowe Price Associates Baltimore, Maryland	$6.04B	+$1.51B	6	0.61%	Increased
12	Capital International Investors Los Angeles, California	$5.65B	+$56.6M	2	1.17%	Increased
13	Jennison Associates New York	$5.33B	-$533M	2	3.2%	Reduced
14	UBS Group Zurich, Switzerland	$5.14B	-$729M	9	0.65%	Reduced
15	Capital Research Global Investors Los Angeles, California	$5.03B	+$224M	2	0.7%	Increased
16	Massachusetts Financial Services Boston, Massachusetts	$4.76B	-$68.1M	3	1.51%	Reduced
17	Coatue Management New York	$4.26B	-$150M	1	8.76%	Reduced
18	WCM Investment Management Laguna Beach, California	$4.21B	-$26.8M	1	7.64%	Reduced
19	Bank of New York Mellon New York	$4.13B	-$610M	7	0.68%	Reduced
20	Jupiter Topco New York	$3.87B	+$3.29B	5	1.58%	New
21	Franklin Resources San Mateo, California	$3.6B	-$160M	6	0.78%	Reduced
22	American Century Companies Kansas City, Missouri	$3.5B	-$200M	6	1.55%	Reduced
23	Northern Trust Chicago, Illinois	$3.4B	-$123M	6	0.4%	Reduced
24	Wellington Management Group Boston, Massachusetts	$3.36B	-$478M	5	0.58%	Reduced
25	Royal Bank of Canada Toronto, Ontario, Canada	$3.18B	+$27.8M	9	0.47%	Increased