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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	$2.09B	+$209M	1	0.57%	Increased
2	Massachusetts Financial Services Boston, Massachusetts	$2.02B	-$30M	2	0.97%	Reduced
3	JP Morgan Chase New York	$1.99B	+$29.6M	8	0.46%	Increased
4	Vanguard Group Malvern, Pennsylvania	$1.65B	-$11M	6	0.07%	Reduced
5	Bank of New York Mellon New York	$1.53B	-$164M	6	0.48%	Reduced
6	Fisher Asset Management Camas, Washington	$1.51B	+$50M	3	2.06%	Increased
7	Capital International Investors Los Angeles, California	$1.37B	+$75.9M	1	0.68%	Increased
8	Sanders Capital West Palm Beach, Florida	$1.25B	+$29.1M	1	6.94%	Increased
9	Baillie Gifford & Co Edinburgh, United Kingdom	$981M	-$450M	1	1.27%	Reduced
10	Goldman Sachs New York	$941M	+$541M	6	0.3%	Increased
11	BlackRock New York	$912M	+$110M	7	0.05%	Increased
12	WCM Investment Management Laguna Beach, California	$909M	+$41.9M	1	8.13%	Increased
13	Dimensional Fund Advisors Austin, Texas	$864M	+$5.22M	7	0.39%	Increased
14	Harding Loevner Bridgewater, New Jersey	$779M	-$4.2M	1	4.51%	Reduced
15	Bank of America Charlotte, North Carolina	$671M	+$266M	8	0.12%	Increased
16	Lazard Asset Management New York	$626M	-$154M	2	1.15%	Reduced
17	Schroder Investment Management Group London, United Kingdom	$624M	+$51.9M	4	1.13%	Increased
18	Fidelity Investments Boston, Massachusetts	$614M	+$95.6M	4	0.08%	Increased
19	William Blair Investment Management Chicago, Illinois	$606M	-$31.1M	1	3.01%	Reduced
20	Morgan Stanley New York	$553M	+$268M	8	0.17%	Increased
21	Fiera Capital (Canada) Montreal, Quebec, Canada	$493M	+$23.3M	1	2.23%	Increased
22	Wells Fargo San Francisco, California	$482M	-$13.2M	7	0.16%	Reduced
23	Arrowstreet Capital Boston, Massachusetts	$481M	-$24.7M	3	1.26%	Reduced
24	LPU Lansdowne Partners (UK) London, United Kingdom	$467M	-$279M	1	6.89%	Reduced
25	Russell Investments Group London, United Kingdom	$393M	+$5.14M	6	0.88%	Increased