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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	$2.71B	-$135M	1	0.61%	Reduced
2	Massachusetts Financial Services Boston, Massachusetts	$2.42B	-$140M	2	1.04%	Reduced
3	JP Morgan Chase New York	$2.23B	+$35.3M	6	0.48%	Increased
4	Vanguard Group Malvern, Pennsylvania	$2.18B	-$71.1M	6	0.1%	Reduced
5	Baillie Gifford & Co Edinburgh, United Kingdom	$1.93B	-$26.1M	1	2.27%	Reduced
6	Bank of New York Mellon New York	$1.91B	-$117M	6	0.53%	Reduced
7	Fisher Asset Management Camas, Washington	$1.71B	-$7.55M	2	2.27%	Reduced
8	Sanders Capital West Palm Beach, Florida	$1.43B	-$44.2M	1	7.93%	Reduced
9	LPU Lansdowne Partners (UK) London, United Kingdom	$1.09B	-$43.1M	1	11.39%	Reduced
10	Harding Loevner Bridgewater, New Jersey	$1.04B	+$259M	1	5.43%	Increased
11	Lazard Asset Management New York	$1.03B	-$124M	2	1.76%	Reduced
12	Dimensional Fund Advisors Austin, Texas	$971M	+$51.2M	7	0.4%	Increased
13	WCM Investment Management Laguna Beach, California	$943M	+$40.6M	1	8.82%	Increased
14	BlackRock New York	$901M	+$115M	7	0.04%	Increased
15	Fidelity Investments Boston, Massachusetts	$873M	-$236M	6	0.1%	Reduced
16	William Blair Investment Management Chicago, Illinois	$793M	+$32.8M	1	3.03%	Increased
17	AQR Capital Management Greenwich, Connecticut	$756M	+$29M	5	0.81%	Increased
18	Vontobel Asset Management New York	$722M	-$25.8M	1	5.18%	Reduced
19	Schroder Investment Management Group London, United Kingdom	$705M	-$51M	3	1.22%	Reduced
20	Wells Fargo San Francisco, California	$619M	-$20M	8	0.18%	Reduced
21	Russell Investments Group London, United Kingdom	$569M	-$5.08M	5	0.96%	Reduced
22	Lone Pine Capital Greenwich, Connecticut	$540M	+$538M	1	2.74%	New
23	Bank of America Charlotte, North Carolina	$528M	+$60.9M	8	0.09%	Increased
24	Invesco Atlanta, Georgia	$503M	+$14.9M	6	0.19%	Increased
25	Goldman Sachs New York	$492M	+$99.4M	7	0.13%	Increased