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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	$1.7B	+$20.7M	2	0.91%	Increased
2	Capital World Investors Los Angeles, California	$1.17B	-$41.8M	1	0.33%	Reduced
3	Bank of New York Mellon New York	$1.13B	-$58.1M	7	0.34%	Reduced
4	Vanguard Group Malvern, Pennsylvania	$1.11B	-$105M	6	0.07%	Reduced
5	JP Morgan Chase New York	$1.08B	+$32.5M	7	0.27%	Increased
6	Lazard Asset Management New York	$847M	-$48.6M	2	1.94%	Reduced
7	Fisher Asset Management Camas, Washington	$740M	+$19.7M	2	1.43%	Increased
8	Aberdeen Asset Management Aberdeen, United Kingdom	$627M	-$125M	1	2.13%	Reduced
9	Russell Frank Company Seattle, Washington	$566M	+$116M	6	0.99%	Increased
10	WCM Investment Management Laguna Beach, California	$551M	+$10.6M	1	11.31%	Increased
11	Fidelity Investments Boston, Massachusetts	$550M	-$77.6M	5	0.07%	Reduced
12	William Blair Investment Management Chicago, Illinois	$542M	+$193M	1	2.2%	Increased
13	Schroder Investment Management Group London, United Kingdom	$540M	-$31.4M	3	1.11%	Reduced
14	Veritas Asset Management London, United Kingdom	$516M	+$2.49M	1	6.48%	Increased
15	Wells Fargo San Francisco, California	$498M	-$37.9M	7	0.2%	Reduced
16	Sanders Capital West Palm Beach, Florida	$471M	+$23.6M	1	4.32%	Increased
17	Arrowstreet Capital Boston, Massachusetts	$445M	+$356M	7	2.05%	Increased
18	Vontobel Asset Management New York	$402M	+$1.83M	1	3.11%	Increased
19	Acadian Asset Management Boston, Massachusetts	$393M	-$80.8M	6	2.05%	Reduced
20	Bank of America Charlotte, North Carolina	$368M	-$47.5M	8	0.09%	Reduced
21	Dimensional Fund Advisors Austin, Texas	$353M	-$14.5M	6	0.22%	Reduced
22	Harding Loevner Bridgewater, New Jersey	$349M	-$4.27M	1	2.82%	Reduced
23	Morgan Stanley New York	$331M	-$55.2M	7	0.12%	Reduced
24	AQR Capital Management Greenwich, Connecticut	$324M	+$55.2M	3	0.57%	Increased
25	Invesco Atlanta, Georgia	$313M	+$528K	7	0.12%	Increased