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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	$3.64B	+$237M	6	0.85%	Increased
2	Capital World Investors Los Angeles, California	$2.86B	-$167M	1	0.83%	Reduced
3	Massachusetts Financial Services Boston, Massachusetts	$2.31B	-$249M	2	1.1%	Reduced
4	Bank of New York Mellon New York	$1.94B	-$34.5M	5	0.64%	Reduced
5	Sanders Capital West Palm Beach, Florida	$1.85B	+$5.13M	1	8.69%	Increased
6	Vanguard Group Malvern, Pennsylvania	$1.8B	-$45.1M	6	0.08%	Reduced
7	Capital International Investors Los Angeles, California	$1.79B	+$238M	1	0.73%	Increased
8	Fisher Asset Management Camas, Washington	$1.57B	-$63.7M	4	1.95%	Reduced
9	Wellington Management Group Boston, Massachusetts	$1.51B	+$977M	6	0.4%	Increased
10	WCM Investment Management Laguna Beach, California	$1.38B	+$70.4M	1	7.64%	Increased
11	Baillie Gifford & Co Edinburgh, United Kingdom	$1.2B	-$51.5M	1	1.3%	Reduced
12	Harding Loevner Bridgewater, New Jersey	$1.02B	-$48.2M	1	5.67%	Reduced
13	Dimensional Fund Advisors Austin, Texas	$1.01B	-$95.8M	7	0.52%	Reduced
14	BlackRock New York	$989M	-$34.3M	7	0.05%	Reduced
15	William Blair Investment Management Chicago, Illinois	$828M	-$1.11M	1	4.03%	Reduced
16	Schroder Investment Management Group London, United Kingdom	$756M	+$119M	3	1.62%	Increased
17	Fiera Capital (Canada) Montreal, Quebec, Canada	$735M	-$891K	1	3.07%	Reduced
18	Fidelity Investments Boston, Massachusetts	$631M	-$207M	6	0.09%	Reduced
19	Morgan Stanley New York	$608M	+$27.7M	8	0.17%	Increased
20	Federated Hermes Pittsburgh, Pennsylvania	$573M	-$25.8M	4	1.68%	Reduced
21	Goldman Sachs New York	$557M	+$15.2M	6	0.2%	Increased
22	Wells Fargo San Francisco, California	$556M	-$10.9M	7	0.19%	Reduced
23	AQR Capital Management Greenwich, Connecticut	$551M	-$81.1M	5	0.93%	Reduced
24	Royal Bank of Canada Toronto, Ontario, Canada	$537M	+$61.2M	6	0.26%	Increased
25	Bank of America Charlotte, North Carolina	$536M	+$63.1M	8	0.1%	Increased