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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	JP Morgan Chase New York	$3.07B	+$42.2M	7	0.6%	Increased
2	Capital World Investors Los Angeles, California	$2.07B	-$51.1M	1	0.49%	Reduced
3	Massachusetts Financial Services Boston, Massachusetts	$2.06B	-$29M	2	0.84%	Reduced
4	Vanguard Group Malvern, Pennsylvania	$1.66B	-$115M	6	0.06%	Reduced
5	Bank of New York Mellon New York	$1.59B	+$8.12M	5	0.43%	Increased
6	Fisher Asset Management Camas, Washington	$1.55B	-$27.6M	4	1.71%	Reduced
7	Sanders Capital West Palm Beach, Florida	$1.45B	+$41.6M	1	6.64%	Increased
8	Schroder Investment Management Group London, United Kingdom	$1.29B	+$630M	4	0.87%	Increased
9	Capital International Investors Los Angeles, California	$1.27B	-$313M	1	0.51%	Reduced
10	Baillie Gifford & Co Edinburgh, United Kingdom	$1.05B	+$307K	1	1.12%	Increased
11	WCM Investment Management Laguna Beach, California	$1.01B	+$38.1M	1	6.32%	Increased
12	Dimensional Fund Advisors Austin, Texas	$962M	+$16.4M	7	0.37%	Increased
13	BlackRock New York	$958M	+$8.63M	8	0.04%	Increased
14	Harding Loevner Bridgewater, New Jersey	$951M	+$26.2M	1	4.37%	Increased
15	Renaissance Technologies New York	$727M	+$257M	8	0.64%	Increased
16	William Blair Investment Management Chicago, Illinois	$634M	-$9.09M	1	2.66%	Reduced
17	Fidelity Investments Boston, Massachusetts	$556M	-$224M	5	0.06%	Reduced
18	Fiera Capital (Canada) Montreal, Quebec, Canada	$543M	+$12M	1	2.06%	Increased
19	Bank of America Charlotte, North Carolina	$539M	-$473M	8	0.08%	Reduced
20	Goldman Sachs New York	$504M	-$259M	6	0.15%	Reduced
21	Federated Hermes Pittsburgh, Pennsylvania	$493M	+$65.4M	6	1.2%	Increased
22	Morgan Stanley New York	$480M	-$51.2M	8	0.13%	Reduced
23	Arrowstreet Capital Boston, Massachusetts	$480M	+$358M	5	1.07%	Increased
24	Wells Fargo San Francisco, California	$474M	-$16.6M	6	0.14%	Reduced
25	Lazard Asset Management New York	$470M	-$223M	4	0.76%	Reduced