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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	$1.53B	+$9.33M	1	0.86%	Increased
2	Vanguard Group Malvern, Pennsylvania	$1.12B	-$138M	6	0.08%	Reduced
3	Capital World Investors Los Angeles, California	$1.11B	+$99.1M	1	0.33%	Increased
4	Bank of New York Mellon New York	$1.08B	-$69.5M	7	0.33%	Reduced
5	Baillie Gifford & Co Edinburgh, United Kingdom	$963M	+$30.9M	1	1.89%	Increased
6	JP Morgan Chase New York	$956M	-$53.4M	6	0.26%	Reduced
7	Lazard Asset Management New York	$818M	-$39.9M	2	1.96%	Reduced
8	Aberdeen Asset Management Aberdeen, United Kingdom	$694M	-$53.9M	1	2.37%	Reduced
9	Fisher Asset Management Camas, Washington	$662M	+$26.2M	2	1.38%	Increased
10	Fidelity Investments Boston, Massachusetts	$570M	-$39.2M	5	0.08%	Reduced
11	Schroder Investment Management Group London, United Kingdom	$514M	+$87.1M	3	1.09%	Increased
12	Wells Fargo San Francisco, California	$500M	-$15.3M	7	0.21%	Reduced
13	WCM Investment Management Laguna Beach, California	$493M	+$39.3M	1	12.3%	Increased
14	Veritas Asset Management London, United Kingdom	$468M	+$16.8M	1	6.29%	Increased
15	Acadian Asset Management Boston, Massachusetts	$429M	-$70.8M	5	2.34%	Reduced
16	Sanders Capital West Palm Beach, Florida	$408M	+$136M	1	4.1%	Increased
17	Russell Frank Company Seattle, Washington	$407M	-$5.76M	6	0.76%	Reduced
18	Bank of America Charlotte, North Carolina	$387M	-$436M	8	0.1%	Reduced
19	Vontobel Asset Management New York	$364M	-$201M	1	3.1%	Reduced
20	Morgan Stanley New York	$355M	-$423M	7	0.13%	Reduced
21	Harding Loevner Bridgewater, New Jersey	$325M	+$97.2M	1	2.62%	Increased
22	Dimensional Fund Advisors Austin, Texas	$325M	+$27M	6	0.21%	Increased
23	William Blair Investment Management Chicago, Illinois	$316M	+$320M	1	0.65%	New
24	Invesco Atlanta, Georgia	$289M	+$76.1M	7	0.12%	Increased
25	HSBC Holdings London, United Kingdom	$257M	+$208M	3	0.65%	Increased