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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	$2.58B	-$32M	1	0.56%	Reduced
2	Massachusetts Financial Services Boston, Massachusetts	$2.32B	-$19.7M	2	0.97%	Reduced
3	Vanguard Group Malvern, Pennsylvania	$2.08B	-$23.8M	6	0.09%	Reduced
4	JP Morgan Chase New York	$2B	-$22.4M	7	0.42%	Reduced
5	Bank of New York Mellon New York	$1.85B	-$50.7M	6	0.49%	Reduced
6	Baillie Gifford & Co Edinburgh, United Kingdom	$1.78B	-$8.86M	1	2.21%	Reduced
7	Fisher Asset Management Camas, Washington	$1.55B	+$8.79M	2	2.03%	Increased
8	Sanders Capital West Palm Beach, Florida	$1.34B	+$23.9M	1	7.27%	Increased
9	Lazard Asset Management New York	$1.05B	+$4.9M	2	1.79%	Increased
10	LPU Lansdowne Partners (UK) London, United Kingdom	$1.03B	+$1.95M	1	9.48%	Increased
11	Fidelity Investments Boston, Massachusetts	$1.01B	-$196M	7	0.12%	Reduced
12	Dimensional Fund Advisors Austin, Texas	$868M	+$44M	7	0.36%	Increased
13	WCM Investment Management Laguna Beach, California	$817M	+$53.8M	1	9.25%	Increased
14	BlackRock New York	$761M	-$83.6M	7	0.04%	Reduced
15	Harding Loevner Bridgewater, New Jersey	$727M	+$6.4M	1	4.13%	Increased
16	William Blair Investment Management Chicago, Illinois	$689M	-$88.6M	1	2.68%	Reduced
17	Schroder Investment Management Group London, United Kingdom	$685M	-$11.7M	3	1.12%	Reduced
18	Vontobel Asset Management New York	$679M	+$85.9M	1	4.84%	Increased
19	AQR Capital Management Greenwich, Connecticut	$660M	+$65.2M	4	0.69%	Increased
20	Arrowstreet Capital Boston, Massachusetts	$659M	+$53.5M	4	1.59%	Increased
21	Wells Fargo San Francisco, California	$581M	-$20.1M	8	0.17%	Reduced
22	Russell Investments Group London, United Kingdom	$529M	+$9.78M	5	0.89%	Increased
23	Invesco Atlanta, Georgia	$445M	-$38.7M	6	0.16%	Reduced
24	Bank of America Charlotte, North Carolina	$425M	-$86.3M	8	0.07%	Reduced
25	UBS Group Zurich, Switzerland	$424M	-$43.6M	8	0.17%	Reduced