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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	$2.47B	+$8.08M	1	0.56%	Increased
2	Massachusetts Financial Services Boston, Massachusetts	$2.22B	+$15.1M	2	0.96%	Increased
3	Vanguard Group Malvern, Pennsylvania	$2.02B	+$47.8M	6	0.09%	Increased
4	JP Morgan Chase New York	$1.89B	+$3.11M	7	0.42%	Increased
5	Bank of New York Mellon New York	$1.8B	+$196M	6	0.5%	Increased
6	Baillie Gifford & Co Edinburgh, United Kingdom	$1.69B	-$44.5M	1	2.14%	Reduced
7	Fisher Asset Management Camas, Washington	$1.46B	-$24.6M	2	2.05%	Reduced
8	Sanders Capital West Palm Beach, Florida	$1.24B	+$42.2M	1	7.5%	Increased
9	Fidelity Investments Boston, Massachusetts	$1.15B	-$7.52M	4	0.14%	Reduced
10	Lazard Asset Management New York	$988M	-$9.48M	2	1.79%	Reduced
11	LPU Lansdowne Partners (UK) London, United Kingdom	$974M	+$259M	1	10.14%	Increased
12	BlackRock New York	$827M	-$72.8M	7	0.04%	Reduced
13	Dimensional Fund Advisors Austin, Texas	$799M	+$15M	7	0.35%	Increased
14	William Blair Investment Management Chicago, Illinois	$735M	+$99.8M	1	2.63%	Increased
15	WCM Investment Management Laguna Beach, California	$724M	+$18.7M	1	9.15%	Increased
16	Harding Loevner Bridgewater, New Jersey	$683M	+$34.2M	1	3.88%	Increased
17	Schroder Investment Management Group London, United Kingdom	$651M	-$71.9M	5	1.13%	Reduced
18	Arrowstreet Capital Boston, Massachusetts	$574M	+$103M	4	1.53%	Increased
19	Wells Fargo San Francisco, California	$570M	-$1.35M	8	0.18%	Reduced
20	AQR Capital Management Greenwich, Connecticut	$567M	+$30.6M	4	0.68%	Increased
21	Vontobel Asset Management New York	$561M	+$10.9M	1	4.07%	Increased
22	Russell Investments Group London, United Kingdom	$492M	+$6.35M	6	0.84%	Increased
23	Bank of America Charlotte, North Carolina	$486M	+$51.5M	8	0.08%	Increased
24	Invesco Atlanta, Georgia	$461M	-$11.4M	7	0.17%	Reduced
25	UBS Group Zurich, Switzerland	$442M	+$103M	8	0.2%	Increased