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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	Massachusetts Financial Services Boston, Massachusetts	$1.37B	-$38.2M	1	0.72%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$1.28B	+$31.8M	6	0.1%	Increased
3	JP Morgan Chase New York	$1.2B	-$10.9M	5	0.28%	Reduced
4	Bank of New York Mellon New York	$1.08B	+$15.4M	7	0.29%	Increased
5	Aberdeen Asset Management Aberdeen, United Kingdom	$1.01B	-$2.26M	1	2.24%	Reduced
6	Baillie Gifford & Co Edinburgh, United Kingdom	$846M	-$32.3M	1	1.85%	Reduced
7	Morgan Stanley New York	$777M	+$546M	8	0.3%	Increased
8	Lazard Asset Management New York	$770M	+$55.6M	2	1.65%	Increased
9	Capital World Investors Los Angeles, California	$756M	-$36M	1	0.21%	Reduced
10	Fidelity Investments Boston, Massachusetts	$568M	-$8.44M	4	0.08%	Reduced
11	Wells Fargo San Francisco, California	$555M	-$30.8M	6	0.23%	Reduced
12	Renaissance Technologies New York	$521M	-$70.7M	7	1.43%	Reduced
13	Fisher Asset Management Camas, Washington	$466M	-$30.2M	2	0.99%	Reduced
14	SCM Segantii Capital Management Hong Kong	$464M	+$355M	1	77.37%	Increased
15	Acadian Asset Management Boston, Massachusetts	$454M	-$189M	5	2.19%	Reduced
16	Russell Frank Company Seattle, Washington	$440M	-$26.6M	6	0.78%	Reduced
17	Thornburg Investment Management Santa Fe, New Mexico	$412M	-$240M	1	1.86%	Reduced
18	Arrowstreet Capital Boston, Massachusetts	$335M	-$135M	4	1.8%	Reduced
19	Harding Loevner Bridgewater, New Jersey	$320M	+$28.3M	1	2.37%	Increased
20	Wellington Management Group Boston, Massachusetts	$307M	+$4.24M	5	0.08%	Increased
21	Schroder Investment Management Group London, United Kingdom	$297M	+$52.4M	3	0.4%	Increased
22	Dimensional Fund Advisors Austin, Texas	$285M	+$44.8M	6	0.2%	Increased
23	Goldman Sachs New York	$258M	+$160M	7	0.08%	Increased
24	WCM Investment Management Laguna Beach, California	$256M	+$26.8M	1	7.9%	Increased
25	William Blair & Company Chicago, Illinois	$227M	-$196M	1	0.39%	Reduced