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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	JP Morgan Chase New York	$1.29B	+$17.1M	6	0.38%	Increased
2	Vanguard Group Malvern, Pennsylvania	$1.25B	-$22.2M	6	0.12%	Reduced
3	Capital World Investors Los Angeles, California	$1.16B	-$591M	1	0.35%	Reduced
4	Aberdeen Asset Management Aberdeen, United Kingdom	$1.11B	+$2.69M	1	3.13%	Increased
5	Bank of New York Mellon New York	$1.02B	+$67.3M	7	0.3%	Increased
6	Massachusetts Financial Services Boston, Massachusetts	$1,000M	+$80.4M	1	0.62%	Increased
7	NC Northern Cross Boston, Massachusetts	$696M	-$1.57M	1	23.7%	Reduced
8	Lazard Asset Management New York	$569M	+$15.3M	3	1.35%	Increased
9	Baillie Gifford & Co Edinburgh, United Kingdom	$542M	+$30M	1	1.37%	Increased
10	Renaissance Technologies New York	$440M	-$99.2M	7	1.07%	Reduced
11	Wells Fargo San Francisco, California	$438M	+$15.7M	7	0.21%	Increased
12	Morgan Stanley New York	$401M	+$137M	6	0.19%	Increased
13	Fisher Asset Management Camas, Washington	$327M	+$5.29M	2	0.81%	Increased
14	William Blair & Company Chicago, Illinois	$302M	-$102M	1	0.54%	Reduced
15	Wellington Management Group Boston, Massachusetts	$299M	+$13.9M	5	0.09%	Increased
16	Russell Frank Company Seattle, Washington	$272M	-$41M	7	0.48%	Reduced
17	Fidelity Investments Boston, Massachusetts	$269M	-$33.8M	4	0.04%	Reduced
18	CI Investments Inc Toronto, Ontario, Canada	$253M	+$1.64M	1	2.85%	Increased
19	ING Group Amsterdam, Netherlands	$196M	-$4.85M	2	0.99%	Reduced
20	Schroder Investment Management Group London, United Kingdom	$194M	+$82.6M	4	0.47%	Increased
21	TGA Trilogy Global Advisors Winter Park, Florida	$174M	+$94.3M	1	3.76%	Increased
22	Credit Suisse Zurich, Switzerland	$166M	+$107M	6	0.17%	Increased
23	Allianz Asset Management Munich, Germany	$162M	-$7.32M	2	0.21%	Reduced
24	Ameriprise Minneapolis, Minnesota	$162M	+$12.5M	6	0.11%	Increased
25	Harding Loevner Bridgewater, New Jersey	$161M	-$21.3M	1	1.44%	Reduced