← All themes Semiconductors

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	$2.17B	-$30.7M	2	1.06%	Reduced
2	Capital World Investors Los Angeles, California	$1.95B	+$10M	1	0.51%	Increased
3	JP Morgan Chase New York	$1.53B	+$17.3M	7	0.38%	Increased
4	Baillie Gifford & Co Edinburgh, United Kingdom	$1.5B	-$16.6M	1	2.35%	Reduced
5	Bank of New York Mellon New York	$1.42B	-$89.1M	7	0.42%	Reduced
6	Vanguard Group Malvern, Pennsylvania	$1.33B	+$11.5M	6	0.08%	Increased
7	Fisher Asset Management Camas, Washington	$1.05B	-$11.6M	2	1.87%	Reduced
8	Lazard Asset Management New York	$1.04B	-$708K	2	2.08%	Reduced
9	Arrowstreet Capital Boston, Massachusetts	$1.01B	+$430M	7	3.29%	Increased
10	Fidelity Investments Boston, Massachusetts	$991M	+$39.4M	6	0.13%	Increased
11	Sanders Capital West Palm Beach, Florida	$764M	+$7.58M	1	6.03%	Increased
12	Schroder Investment Management Group London, United Kingdom	$734M	-$24.4M	4	1.37%	Reduced
13	Veritas Asset Management London, United Kingdom	$676M	-$6.97M	1	7.66%	Reduced
14	William Blair Investment Management Chicago, Illinois	$646M	+$20.3M	1	2.44%	Increased
15	WCM Investment Management Laguna Beach, California	$635M	-$91.5M	2	7.24%	Reduced
16	Emerald Acquisition Seattle, Washington	$608M	-$110M	7	1.17%	Reduced
17	Dimensional Fund Advisors Austin, Texas	$547M	+$11.7M	6	0.3%	Increased
18	Wells Fargo San Francisco, California	$545M	-$34.4M	7	0.2%	Reduced
19	Aberdeen Asset Management Aberdeen, United Kingdom	$541M	-$38.5M	1	1.94%	Reduced
20	Harding Loevner Bridgewater, New Jersey	$506M	+$17.7M	1	3.65%	Increased
21	Invesco Atlanta, Georgia	$469M	-$1.52M	7	0.16%	Reduced
22	Bank of America Charlotte, North Carolina	$449M	-$53.5M	7	0.1%	Reduced
23	AQR Capital Management Greenwich, Connecticut	$421M	+$23.4M	5	0.64%	Increased
24	Vontobel Asset Management New York	$358M	-$9.98M	1	2.81%	Reduced
25	Morgan Stanley New York	$325M	-$62.9M	7	0.11%	Reduced