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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	$2.26B	-$6.77M	1	0.48%	Reduced
2	Massachusetts Financial Services Boston, Massachusetts	$2.08B	+$61.9M	2	0.89%	Increased
3	JP Morgan Chase New York	$1.9B	+$37.6M	8	0.39%	Increased
4	Vanguard Group Malvern, Pennsylvania	$1.74B	-$109M	6	0.07%	Reduced
5	Bank of New York Mellon New York	$1.69B	+$94.4M	6	0.46%	Increased
6	Baillie Gifford & Co Edinburgh, United Kingdom	$1.62B	+$6.48M	1	1.75%	Increased
7	Fisher Asset Management Camas, Washington	$1.46B	+$85.2M	3	1.89%	Increased
8	Sanders Capital West Palm Beach, Florida	$1.2B	+$9.59M	1	6.46%	Increased
9	Dimensional Fund Advisors Austin, Texas	$905M	+$65.7M	7	0.36%	Increased
10	WCM Investment Management Laguna Beach, California	$828M	+$43.2M	1	8.56%	Increased
11	Lazard Asset Management New York	$826M	-$33.3M	2	1.44%	Reduced
12	LPU Lansdowne Partners (UK) London, United Kingdom	$779M	-$146M	1	7.44%	Reduced
13	BlackRock New York	$750M	-$55M	8	0.03%	Reduced
14	Harding Loevner Bridgewater, New Jersey	$744M	-$155M	1	4.19%	Reduced
15	Arrowstreet Capital Boston, Massachusetts	$701M	+$398M	3	1.72%	Increased
16	Vontobel Asset Management New York	$651M	+$47.5M	1	4.84%	Increased
17	William Blair Investment Management Chicago, Illinois	$605M	-$62.7M	1	2.25%	Reduced
18	AQR Capital Management Greenwich, Connecticut	$600M	-$35.2M	4	0.6%	Reduced
19	Schroder Investment Management Group London, United Kingdom	$586M	+$15M	3	1.03%	Increased
20	Fidelity Investments Boston, Massachusetts	$553M	-$213M	6	0.06%	Reduced
21	Wells Fargo San Francisco, California	$518M	+$4.92M	8	0.15%	Increased
22	Invesco Atlanta, Georgia	$461M	+$40.6M	6	0.15%	Increased
23	UBS Group Zurich, Switzerland	$422M	+$18.4M	8	0.18%	Increased
24	Hermes Investment Management London Uk, United Kingdom	$419M	+$101M	1	5.57%	Increased
25	Goldman Sachs New York	$417M	-$2.7M	6	0.11%	Reduced