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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	$2.29B	+$10.8M	1	0.54%	Increased
2	Massachusetts Financial Services Boston, Massachusetts	$2.05B	-$5.55M	2	0.91%	Reduced
3	Vanguard Group Malvern, Pennsylvania	$1.86B	+$165M	6	0.09%	Increased
4	JP Morgan Chase New York	$1.79B	-$64.9M	6	0.41%	Reduced
5	Baillie Gifford & Co Edinburgh, United Kingdom	$1.62B	-$29.2M	1	2.17%	Reduced
6	Bank of New York Mellon New York	$1.49B	-$51.7M	6	0.42%	Reduced
7	Fisher Asset Management Camas, Washington	$1.4B	+$216M	2	2.11%	Increased
8	Sanders Capital West Palm Beach, Florida	$1.12B	+$29.5M	1	7.19%	Increased
9	Fidelity Investments Boston, Massachusetts	$1.08B	-$111K	4	0.13%	Reduced
10	Lazard Asset Management New York	$930M	-$158M	2	1.75%	Reduced
11	BlackRock New York	$865M	-$212M	7	0.05%	Reduced
12	Dimensional Fund Advisors Austin, Texas	$732M	+$20.6M	7	0.34%	Increased
13	Schroder Investment Management Group London, United Kingdom	$682M	-$143M	5	1.23%	Reduced
14	LPU Lansdowne Partners (UK) London, United Kingdom	$659M	+$650M	1	5.73%	Increased
15	WCM Investment Management Laguna Beach, California	$656M	+$40.2M	1	10.13%	Increased
16	Harding Loevner Bridgewater, New Jersey	$603M	+$97.8M	1	3.69%	Increased
17	William Blair Investment Management Chicago, Illinois	$588M	-$28.9M	1	2.14%	Reduced
18	Wells Fargo San Francisco, California	$537M	-$51M	7	0.17%	Reduced
19	Vontobel Asset Management New York	$514M	+$132M	1	3.96%	Increased
20	AQR Capital Management Greenwich, Connecticut	$498M	-$67M	5	0.66%	Reduced
21	Russell Investments Group London, United Kingdom	$458M	-$52.2M	6	0.81%	Reduced
22	Invesco Atlanta, Georgia	$445M	-$14.7M	6	0.14%	Reduced
23	Arrowstreet Capital Boston, Massachusetts	$435M	+$17M	3	1.32%	Increased
24	Veritas Asset Management London, United Kingdom	$413M	-$394M	1	3.23%	Reduced
25	Bank of America Charlotte, North Carolina	$410M	-$82.6M	8	0.08%	Reduced