← 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
Capital World Investors
Capital World Investors
California
$1.91B +$85M 1 0.48% Increased
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.85B -$196M 2 0.91% Reduced
3
JP Morgan Chase
JP Morgan Chase
New York
$1.51B +$68.5M 8 0.36% Increased
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.46B +$167M 6 0.08% Increased
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$1.39B -$25M 1 2.28% Reduced
6
Bank of New York Mellon
Bank of New York Mellon
New York
$1.32B -$26M 7 0.38% Reduced
7
Fisher Asset Management
Fisher Asset Management
Washington
$963M -$11M 2 1.68% Reduced
8
Fidelity Investments
Fidelity Investments
Massachusetts
$902M -$34.1M 6 0.12% Reduced
9
Lazard Asset Management
Lazard Asset Management
New York
$887M -$98.9M 2 1.81% Reduced
10
Sanders Capital
Sanders Capital
Florida
$875M +$164M 1 6.22% Increased
11
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$735M +$16.8M 4 1.41% Increased
12
Veritas Asset Management
Veritas Asset Management
United Kingdom
$652M +$18.1M 1 6.94% Increased
13
WCM Investment Management
WCM Investment Management
California
$616M +$20.1M 2 7.44% Increased
14
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$597M +$27.5M 6 0.3% Increased
15
William Blair Investment Management
William Blair Investment Management
Illinois
$574M -$34.6M 1 2.29% Reduced
16
Russell Investments Group
Russell Investments Group
United Kingdom
$523M +$537M 7 1.02% New
17
Wells Fargo
Wells Fargo
California
$512M -$15.7M 6 0.18% Reduced
18
AQR Capital Management
AQR Capital Management
Connecticut
$501M +$106M 5 0.69% Increased
19
Invesco
Invesco
Georgia
$417M -$37.4M 6 0.14% Reduced
20
Harding Loevner
Harding Loevner
New Jersey
$407M -$71.7M 1 2.84% Reduced
21
Bank of America
Bank of America
North Carolina
$406M -$25.7M 7 0.09% Reduced
22
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$337M -$180M 1 1.29% Reduced
23
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$331M +$39M 5 0.06% Increased
24
Vontobel Asset Management
Vontobel Asset Management
New York
$328M -$10M 1 2.87% Reduced
25
Capital Guardian Trust
Capital Guardian Trust
California
$297M +$57.2M 1 2.33% Increased