← All themes Semiconductors

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	JP Morgan Chase New York	$3.14B	+$858M	8	0.64%	Increased
2	Massachusetts Financial Services Boston, Massachusetts	$2.18B	-$57M	2	0.92%	Reduced
3	Vanguard Group Malvern, Pennsylvania	$1.85B	-$7.42M	6	0.07%	Reduced
4	Bank of New York Mellon New York	$1.66B	-$41.5M	6	0.46%	Reduced
5	Fisher Asset Management Camas, Washington	$1.65B	-$32.4M	4	1.93%	Reduced
6	Sanders Capital West Palm Beach, Florida	$1.47B	+$79.3M	1	7.06%	Increased
7	Capital International Investors Los Angeles, California	$1.29B	+$103M	1	0.55%	Increased
8	Baillie Gifford & Co Edinburgh, United Kingdom	$1.1B	+$10M	1	1.2%	Increased
9	Bank of America Charlotte, North Carolina	$1.04B	+$269M	8	0.16%	Increased
10	WCM Investment Management Laguna Beach, California	$1.02B	+$6.55M	1	7.07%	Increased
11	Dimensional Fund Advisors Austin, Texas	$991M	+$4.07M	7	0.39%	Increased
12	BlackRock New York	$984M	-$57.8M	8	0.04%	Reduced
13	Harding Loevner Bridgewater, New Jersey	$969M	+$97M	1	4.55%	Increased
14	Fidelity Investments Boston, Massachusetts	$797M	+$107M	5	0.1%	Increased
15	Goldman Sachs New York	$781M	-$246M	6	0.24%	Reduced
16	Schroder Investment Management Group London, United Kingdom	$721M	+$24.9M	3	1.28%	Increased
17	Lazard Asset Management New York	$714M	+$17.4M	2	1.17%	Increased
18	William Blair Investment Management Chicago, Illinois	$672M	+$115K	1	2.83%	Increased
19	Fiera Capital (Canada) Montreal, Quebec, Canada	$556M	+$8.19M	1	2.17%	Increased
20	Morgan Stanley New York	$552M	-$60.4M	8	0.16%	Reduced
21	Wells Fargo San Francisco, California	$513M	-$21.3M	7	0.15%	Reduced
22	Renaissance Technologies New York	$501M	+$165M	8	0.46%	Increased
23	Russell Investments Group London, United Kingdom	$473M	+$34.1M	4	0.87%	Increased
24	Federated Hermes Pittsburgh, Pennsylvania	$450M	+$33M	6	1.11%	Increased
25	Royal Bank of Canada Toronto, Ontario, Canada	$443M	+$18.1M	6	0.19%	Increased