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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
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$1.7B +$1.79B 1 8.93% Increased
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.67B +$49.4M 1 0.85% Increased
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.41B +$16.1M 6 0.1% Increased
4
Bank of New York Mellon
Bank of New York Mellon
New York
$1.27B +$160M 7 0.35% Increased
5
JP Morgan Chase
JP Morgan Chase
New York
$1.11B -$83.1M 7 0.26% Reduced
6
Capital World Investors
Capital World Investors
California
$1.11B +$52.6M 1 0.3% Increased
7
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$1.02B +$52.2M 1 1.84% Increased
8
Lazard Asset Management
Lazard Asset Management
New York
$940M -$24.9M 2 1.97% Reduced
9
Bank of America
Bank of America
North Carolina
$900M +$709M 8 0.29% Increased
10
Morgan Stanley
Morgan Stanley
New York
$852M -$10.3M 8 0.3% Reduced
11
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$817M -$34.8M 1 2.35% Reduced
12
Fisher Asset Management
Fisher Asset Management
Washington
$705M +$60.6M 2 1.37% Increased
13
Fidelity Investments
Fidelity Investments
Massachusetts
$669M -$96.9M 3 0.09% Reduced
14
Vontobel Asset Management
Vontobel Asset Management
New York
$613M +$10.3M 1 4.65% Increased
15
Wells Fargo
Wells Fargo
California
$573M +$27.1M 7 0.22% Increased
16
Acadian Asset Management
Acadian Asset Management
Massachusetts
$560M -$169M 5 2.72% Reduced
17
WCM Investment Management
WCM Investment Management
California
$497M +$152M 1 11.2% Increased
18
Veritas Asset Management
Veritas Asset Management
United Kingdom
$494M +$519M 1 6.97% New
19
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$479M +$14M 3 0.94% Increased
20
Russell Frank Company
Russell Frank Company
Washington
$454M -$73.1M 6 0.73% Reduced
21
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$352M +$30.3M 6 0.22% Increased
22
Deutsche Bank
Deutsche Bank
Germany
$343M +$173M 7 0.22% Increased
23
AQR Capital Management
AQR Capital Management
Connecticut
$332M -$8.69M 3 0.66% Reduced
24
Sanders Capital
Sanders Capital
Florida
$300M +$4.18M 1 2.83% Increased
25
Harding Loevner
Harding Loevner
New Jersey
$255M -$118M 1 1.79% Reduced