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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	$1.89B	-$95.1M	2	0.95%	Reduced
2	Capital World Investors Los Angeles, California	$1.66B	+$44.3M	1	0.45%	Increased
3	Baillie Gifford & Co Edinburgh, United Kingdom	$1.3B	-$5.13M	1	2.32%	Reduced
4	Bank of New York Mellon New York	$1.3B	+$9.84M	7	0.4%	Increased
5	JP Morgan Chase New York	$1.29B	+$22M	7	0.32%	Increased
6	Vanguard Group Malvern, Pennsylvania	$1.11B	-$14.9M	6	0.07%	Reduced
7	Fisher Asset Management Camas, Washington	$955M	+$40.7M	2	1.77%	Increased
8	Lazard Asset Management New York	$897M	-$13.9M	2	1.89%	Reduced
9	Fidelity Investments Boston, Massachusetts	$806M	+$66.7M	6	0.11%	Increased
10	Schroder Investment Management Group London, United Kingdom	$662M	+$856K	3	1.33%	Increased
11	Sanders Capital West Palm Beach, Florida	$648M	+$990K	1	5.37%	Increased
12	WCM Investment Management Laguna Beach, California	$628M	-$73.5M	1	10.02%	Reduced
13	Emerald Acquisition Seattle, Washington	$621M	+$591M	7	1.08%	New
14	Veritas Asset Management London, United Kingdom	$586M	+$5.75M	1	6.44%	Increased
15	William Blair Investment Management Chicago, Illinois	$535M	-$54.1M	1	2.11%	Reduced
16	Aberdeen Asset Management Aberdeen, United Kingdom	$499M	-$61.3M	1	1.84%	Reduced
17	Wells Fargo San Francisco, California	$498M	-$49.5M	7	0.19%	Reduced
18	Arrowstreet Capital Boston, Massachusetts	$468M	+$173M	7	1.55%	Increased
19	Dimensional Fund Advisors Austin, Texas	$438M	+$41.6M	6	0.25%	Increased
20	Bank of America Charlotte, North Carolina	$432M	+$26.7M	8	0.1%	Increased
21	Harding Loevner Bridgewater, New Jersey	$417M	+$457K	1	3.27%	Increased
22	Invesco Atlanta, Georgia	$402M	+$24.9M	7	0.15%	Increased
23	AQR Capital Management Greenwich, Connecticut	$337M	-$69M	4	0.59%	Reduced
24	Morgan Stanley New York	$335M	+$4.72M	7	0.12%	Increased
25	Vontobel Asset Management New York	$316M	-$72.7M	1	2.57%	Reduced