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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	$4.18B	-$59.7M	8	0.78%	Reduced
2	Capital World Investors Los Angeles, California	$3.66B	+$411M	1	0.82%	Increased
3	Massachusetts Financial Services Boston, Massachusetts	$3.08B	-$20.7M	2	1.16%	Reduced
4	Bank of New York Mellon New York	$2.4B	-$3.1M	5	0.62%	Reduced
5	Vanguard Group Malvern, Pennsylvania	$2.29B	+$23.9M	6	0.08%	Increased
6	Sanders Capital West Palm Beach, Florida	$2.25B	+$153M	1	7.95%	Increased
7	Fisher Asset Management Camas, Washington	$2.01B	-$180M	4	2.03%	Reduced
8	Capital International Investors Los Angeles, California	$1.92B	-$79.6M	1	0.65%	Reduced
9	WCM Investment Management Laguna Beach, California	$1.61B	+$20.8M	1	8.64%	Increased
10	Baillie Gifford & Co Edinburgh, United Kingdom	$1.51B	-$16.4M	1	1.46%	Reduced
11	Dimensional Fund Advisors Austin, Texas	$1.41B	+$31.6M	7	0.51%	Increased
12	BlackRock New York	$1.3B	-$41.7M	7	0.05%	Reduced
13	Harding Loevner Bridgewater, New Jersey	$1.29B	-$73.6M	1	5.73%	Reduced
14	William Blair Investment Management Chicago, Illinois	$1.01B	+$914K	1	4.01%	Increased
15	Fidelity Investments Boston, Massachusetts	$989M	+$92.4M	6	0.11%	Increased
16	Fiera Capital (Canada) Montreal, Quebec, Canada	$895M	+$57.4M	1	2.98%	Increased
17	Renaissance Technologies New York	$823M	-$95.5M	8	0.63%	Reduced
18	Wellington Management Group Boston, Massachusetts	$799M	+$420M	6	0.17%	Increased
19	Schroder Investment Management Group London, United Kingdom	$764M	-$83.7M	3	1.24%	Reduced
20	AQR Capital Management Greenwich, Connecticut	$760M	+$104M	5	0.86%	Increased
21	Federated Hermes Pittsburgh, Pennsylvania	$726M	-$90.7M	5	1.62%	Reduced
22	Morgan Stanley New York	$714M	+$61.5M	8	0.17%	Increased
23	Wells Fargo San Francisco, California	$689M	-$33.4M	8	0.19%	Reduced
24	Goldman Sachs New York	$666M	-$15.4M	6	0.17%	Reduced
25	Lazard Asset Management New York	$647M	-$66.5M	4	0.92%	Reduced