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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	Massachusetts Financial Services Boston, Massachusetts	$2.45B	-$55.5M	2	1.01%	Reduced
2	JP Morgan Chase New York	$2.33B	+$48M	8	0.45%	Increased
3	Capital World Investors Los Angeles, California	$2.26B	-$441M	1	0.55%	Reduced
4	Bank of New York Mellon New York	$2.02B	-$11.9M	6	0.52%	Reduced
5	Vanguard Group Malvern, Pennsylvania	$1.95B	-$62.5M	6	0.08%	Reduced
6	Fisher Asset Management Camas, Washington	$1.77B	+$34.7M	3	2.14%	Increased
7	Baillie Gifford & Co Edinburgh, United Kingdom	$1.69B	-$248M	1	1.83%	Reduced
8	Capital International Investors Los Angeles, California	$1.56B	+$1.14B	1	0.71%	Increased
9	Sanders Capital West Palm Beach, Florida	$1.46B	+$4.24M	1	7.36%	Increased
10	WCM Investment Management Laguna Beach, California	$1.04B	+$37.4M	1	9.31%	Increased
11	Dimensional Fund Advisors Austin, Texas	$1.01B	+$12.1M	7	0.38%	Increased
12	Harding Loevner Bridgewater, New Jersey	$937M	+$35.7M	1	4.89%	Increased
13	Lazard Asset Management New York	$930M	-$58.9M	2	1.51%	Reduced
14	BlackRock New York	$924M	+$118M	7	0.04%	Increased
15	LPU Lansdowne Partners (UK) London, United Kingdom	$882M	-$55.1M	1	9.31%	Reduced
16	William Blair Investment Management Chicago, Illinois	$761M	+$28.4M	1	2.63%	Increased
17	Schroder Investment Management Group London, United Kingdom	$689M	-$26M	4	1.18%	Reduced
18	AQR Capital Management Greenwich, Connecticut	$664M	-$53.8M	3	0.64%	Reduced
19	Vontobel Asset Management New York	$639M	-$136M	1	4.84%	Reduced
20	Fidelity Investments Boston, Massachusetts	$626M	-$29.2M	6	0.07%	Reduced
21	Arrowstreet Capital Boston, Massachusetts	$603M	-$228M	2	1.36%	Reduced
22	Wells Fargo San Francisco, California	$592M	-$27.1M	8	0.17%	Reduced
23	Fiera Capital (Canada) Montreal, Quebec, Canada	$563M	+$59M	1	2.24%	Increased
24	Royal Bank of Canada Toronto, Ontario, Canada	$534M	+$28.9M	7	0.22%	Increased
25	Wellington Management Group Boston, Massachusetts	$533M	+$55.1M	6	0.11%	Increased