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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	$1.67B	+$53.9M	2	0.85%	Increased
2	Vanguard Group Malvern, Pennsylvania	$1.48B	-$38.8M	6	0.1%	Reduced
3	JP Morgan Chase New York	$1.24B	-$123M	6	0.28%	Reduced
4	Bank of New York Mellon New York	$1.16B	-$63.3M	7	0.3%	Reduced
5	Capital World Investors Los Angeles, California	$1.09B	+$182M	1	0.29%	Increased
6	Baillie Gifford & Co Edinburgh, United Kingdom	$1B	+$10.4M	1	1.9%	Increased
7	Lazard Asset Management New York	$997M	+$35M	2	2.15%	Increased
8	Morgan Stanley New York	$899M	+$314M	8	0.33%	Increased
9	Aberdeen Asset Management Aberdeen, United Kingdom	$879M	-$238M	1	2.37%	Reduced
10	Fidelity Investments Boston, Massachusetts	$790M	+$95.3M	4	0.1%	Increased
11	Acadian Asset Management Boston, Massachusetts	$768M	+$135M	6	3.54%	Increased
12	Fisher Asset Management Camas, Washington	$674M	+$70.5M	2	1.35%	Increased
13	Vontobel Asset Management New York	$625M	+$120M	1	4.74%	Increased
14	Wells Fargo San Francisco, California	$569M	-$12.9M	7	0.22%	Reduced
15	Russell Frank Company Seattle, Washington	$549M	-$60.8M	6	1.01%	Reduced
16	Schroder Investment Management Group London, United Kingdom	$502M	+$41.3M	3	0.98%	Increased
17	Harding Loevner Bridgewater, New Jersey	$375M	-$5.59M	1	2.86%	Reduced
18	Dimensional Fund Advisors Austin, Texas	$374M	+$4.46M	6	0.24%	Increased
19	WCM Investment Management Laguna Beach, California	$365M	+$53.2M	1	7.39%	Increased
20	AQR Capital Management Greenwich, Connecticut	$355M	+$154M	3	0.81%	Increased
21	Renaissance Technologies New York	$314M	-$176M	7	0.67%	Reduced
22	Sanders Capital West Palm Beach, Florida	$306M	+$103M	1	3.02%	Increased
23	William Blair & Company Chicago, Illinois	$302M	-$30.1M	1	0.46%	Reduced
24	Wellington Management Group Boston, Massachusetts	$299M	-$60.4M	5	0.08%	Reduced
25	SCM Segantii Capital Management Hong Kong	$290M	$0	1	63.44%	Maintained