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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	$3.4B	-$177M	7	0.68%	Reduced
2	Capital World Investors Los Angeles, California	$2.57B	+$101M	1	0.62%	Increased
3	Massachusetts Financial Services Boston, Massachusetts	$2.48B	+$35M	2	1%	Increased
4	Bank of New York Mellon New York	$1.93B	+$45.2M	5	0.53%	Increased
5	Vanguard Group Malvern, Pennsylvania	$1.84B	-$72.6M	6	0.07%	Reduced
6	Fisher Asset Management Camas, Washington	$1.77B	-$44.8M	4	1.94%	Reduced
7	Sanders Capital West Palm Beach, Florida	$1.66B	-$47.2M	1	7.47%	Reduced
8	Capital International Investors Los Angeles, California	$1.61B	+$96.9M	1	0.61%	Increased
9	WCM Investment Management Laguna Beach, California	$1.27B	+$66M	1	7.61%	Increased
10	Baillie Gifford & Co Edinburgh, United Kingdom	$1.22B	-$22.2M	1	1.39%	Reduced
11	BlackRock New York	$1.14B	+$72.4M	7	0.05%	Increased
12	Dimensional Fund Advisors Austin, Texas	$1.1B	-$158K	7	0.43%	Reduced
13	Harding Loevner Bridgewater, New Jersey	$1.09B	-$31.6M	1	5.16%	Reduced
14	William Blair Investment Management Chicago, Illinois	$805M	+$48.1M	1	3.44%	Increased
15	Renaissance Technologies New York	$762M	-$75.7M	8	0.64%	Reduced
16	Fidelity Investments Boston, Massachusetts	$718M	+$63.6M	6	0.09%	Increased
17	Schroder Investment Management Group London, United Kingdom	$672M	-$771M	3	1.18%	Reduced
18	Fiera Capital (Canada) Montreal, Quebec, Canada	$666M	+$19.5M	1	2.48%	Increased
19	Federated Hermes Pittsburgh, Pennsylvania	$662M	+$73.4M	5	1.63%	Increased
20	Bank of America Charlotte, North Carolina	$597M	-$35.3M	7	0.09%	Reduced
21	Wells Fargo San Francisco, California	$582M	+$19.1M	8	0.17%	Increased
22	Lazard Asset Management New York	$576M	+$17.6M	4	0.95%	Increased
23	Goldman Sachs New York	$553M	-$31.6M	6	0.16%	Reduced
24	Morgan Stanley New York	$520M	-$42.2M	8	0.14%	Reduced
25	AQR Capital Management Greenwich, Connecticut	$517M	+$91M	5	0.61%	Increased