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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	$1.54B	+$27.8M	2	0.79%	Increased
2	Vanguard Group Malvern, Pennsylvania	$1.42B	+$14.3M	6	0.1%	Increased
3	JP Morgan Chase New York	$1.29B	-$30.6M	6	0.29%	Reduced
4	Bank of New York Mellon New York	$1.16B	-$41M	7	0.3%	Reduced
5	Aberdeen Asset Management Aberdeen, United Kingdom	$1.06B	-$59.2M	1	2.67%	Reduced
6	Baillie Gifford & Co Edinburgh, United Kingdom	$947M	+$8.91M	1	1.9%	Increased
7	Lazard Asset Management New York	$916M	+$60.8M	2	1.96%	Increased
8	Capital World Investors Los Angeles, California	$869M	+$30M	1	0.24%	Increased
9	Fidelity Investments Boston, Massachusetts	$661M	+$27.7M	5	0.09%	Increased
10	Acadian Asset Management Boston, Massachusetts	$587M	+$104M	6	2.62%	Increased
11	Russell Frank Company Seattle, Washington	$577M	+$90.9M	6	1.01%	Increased
12	Fisher Asset Management Camas, Washington	$567M	+$53.8M	2	1.17%	Increased
13	Wells Fargo San Francisco, California	$552M	-$59.7M	6	0.22%	Reduced
14	Morgan Stanley New York	$551M	-$313M	8	0.2%	Reduced
15	Vontobel Asset Management New York	$476M	+$364M	1	3.89%	Increased
16	Renaissance Technologies New York	$459M	-$111M	7	1.11%	Reduced
17	Schroder Investment Management Group London, United Kingdom	$441M	+$115M	3	0.87%	Increased
18	Harding Loevner Bridgewater, New Jersey	$363M	+$7.6M	1	2.92%	Increased
19	Wellington Management Group Boston, Massachusetts	$344M	+$2.75M	5	0.09%	Increased
20	Dimensional Fund Advisors Austin, Texas	$337M	+$28.2M	6	0.22%	Increased
21	William Blair & Company Chicago, Illinois	$316M	+$63.5M	1	0.51%	Increased
22	Thornburg Investment Management Santa Fe, New Mexico	$310M	-$143M	1	1.55%	Reduced
23	WCM Investment Management Laguna Beach, California	$297M	+$12.9M	1	8.59%	Increased
24	SCM Segantii Capital Management Hong Kong	$290M	-$234M	1	63.44%	Reduced
25	Arrowstreet Capital Boston, Massachusetts	$277M	-$87.8M	5	1.58%	Reduced