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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	Capital World Investors Los Angeles, California	$2.14B	-$37.9M	1	0.51%	Reduced
2	Massachusetts Financial Services Boston, Massachusetts	$1.93B	-$177M	2	0.9%	Reduced
3	JP Morgan Chase New York	$1.75B	+$39M	8	0.4%	Increased
4	Vanguard Group Malvern, Pennsylvania	$1.66B	+$54.9M	6	0.09%	Increased
5	Baillie Gifford & Co Edinburgh, United Kingdom	$1.55B	-$35.9M	1	2.25%	Reduced
6	Bank of New York Mellon New York	$1.47B	-$29.9M	7	0.41%	Reduced
7	Fisher Asset Management Camas, Washington	$1.13B	+$6.11M	2	1.81%	Increased
8	BlackRock New York	$1.1B	+$1.08B	7	0.06%	Increased
9	Sanders Capital West Palm Beach, Florida	$1.05B	+$22.2M	1	6.95%	Increased
10	Lazard Asset Management New York	$1.02B	+$10.2M	2	1.93%	Increased
11	Fidelity Investments Boston, Massachusetts	$1.02B	-$2.45M	6	0.13%	Reduced
12	Schroder Investment Management Group London, United Kingdom	$794M	-$61.4M	5	1.43%	Reduced
13	Veritas Asset Management London, United Kingdom	$763M	+$16.5M	1	6.88%	Increased
14	Dimensional Fund Advisors Austin, Texas	$736M	+$67.9M	7	0.35%	Increased
15	William Blair Investment Management Chicago, Illinois	$580M	-$71.4M	1	2.19%	Reduced
16	WCM Investment Management Laguna Beach, California	$578M	-$119M	1	6.26%	Reduced
17	Wells Fargo San Francisco, California	$561M	-$2.85M	7	0.18%	Reduced
18	AQR Capital Management Greenwich, Connecticut	$538M	-$31M	5	0.72%	Reduced
19	Russell Investments Group London, United Kingdom	$487M	-$88.5M	7	0.89%	Reduced
20	Bank of America Charlotte, North Carolina	$474M	+$24.5M	8	0.09%	Increased
21	Harding Loevner Bridgewater, New Jersey	$474M	+$8.64M	1	3.09%	Increased
22	Invesco Atlanta, Georgia	$446M	-$14.7M	7	0.15%	Reduced
23	Wellington Management Group Boston, Massachusetts	$412M	+$144M	5	0.1%	Increased
24	Arrowstreet Capital Boston, Massachusetts	$397M	+$379M	7	1.46%	New
25	Aberdeen Asset Management Aberdeen, United Kingdom	$378M	-$5.81M	1	1.35%	Reduced