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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	$1.99B	+$26M	2	1.03%	Increased
2	Capital World Investors Los Angeles, California	$1.61B	+$233M	1	0.45%	Increased
3	Baillie Gifford & Co Edinburgh, United Kingdom	$1.31B	+$1.17B	1	2.3%	New
4	Bank of New York Mellon New York	$1.28B	-$11.2M	7	0.39%	Reduced
5	JP Morgan Chase New York	$1.26B	+$16.6M	7	0.32%	Increased
6	Vanguard Group Malvern, Pennsylvania	$1.12B	-$106M	6	0.07%	Reduced
7	Lazard Asset Management New York	$912M	-$55.7M	2	1.99%	Reduced
8	Fisher Asset Management Camas, Washington	$862M	+$47.5M	2	1.64%	Increased
9	Fidelity Investments Boston, Massachusetts	$736M	+$103M	5	0.1%	Increased
10	WCM Investment Management Laguna Beach, California	$704M	+$61.8M	1	10.95%	Increased
11	Schroder Investment Management Group London, United Kingdom	$662M	+$49.8M	3	1.37%	Increased
12	Sanders Capital West Palm Beach, Florida	$646M	+$92M	1	5.58%	Increased
13	Russell Frank Company Seattle, Washington	$610M	-$33.3M	6	1.07%	Reduced
14	William Blair Investment Management Chicago, Illinois	$591M	-$29.6M	1	2.34%	Reduced
15	Veritas Asset Management London, United Kingdom	$579M	-$13.2M	1	7.25%	Reduced
16	Aberdeen Asset Management Aberdeen, United Kingdom	$563M	-$149M	1	2.04%	Reduced
17	Wells Fargo San Francisco, California	$545M	-$13.9M	7	0.22%	Reduced
18	Acadian Asset Management Boston, Massachusetts	$443M	-$1.78M	6	2.24%	Reduced
19	Harding Loevner Bridgewater, New Jersey	$416M	+$9.36M	1	3.28%	Increased
20	AQR Capital Management Greenwich, Connecticut	$409M	+$33.4M	3	0.74%	Increased
21	Bank of America Charlotte, North Carolina	$405M	-$10.4M	8	0.1%	Reduced
22	Vontobel Asset Management New York	$388M	-$61.3M	1	3%	Reduced
23	Dimensional Fund Advisors Austin, Texas	$387M	+$9.2M	6	0.23%	Increased
24	Invesco Atlanta, Georgia	$376M	+$20.1M	7	0.15%	Increased
25	Morgan Stanley New York	$331M	-$38.2M	7	0.13%	Reduced