← 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	$4.24B	-$78.4M	8	0.82%	Reduced
2	Massachusetts Financial Services Boston, Massachusetts	$2.51B	-$223M	2	0.99%	Reduced
3	Sanders Capital West Palm Beach, Florida	$2.33B	+$119M	1	8.71%	Increased
4	Bank of New York Mellon New York	$2.33B	+$22.3M	5	0.62%	Increased
5	Capital World Investors Los Angeles, California	$2.3B	-$1.02B	1	0.56%	Reduced
6	Vanguard Group Malvern, Pennsylvania	$2.1B	-$44.1M	6	0.07%	Reduced
7	Capital International Investors Los Angeles, California	$2.07B	-$52.4M	1	0.68%	Reduced
8	Fisher Asset Management Camas, Washington	$1.85B	-$10.1M	4	1.81%	Reduced
9	Wellington Management Group Boston, Massachusetts	$1.83B	+$41M	5	0.41%	Increased
10	WCM Investment Management Laguna Beach, California	$1.77B	+$117M	1	6.79%	Increased
11	BlackRock New York	$1.36B	+$192M	7	0.05%	Increased
12	Baillie Gifford & Co Edinburgh, United Kingdom	$1.35B	-$64.5M	1	1.03%	Reduced
13	Harding Loevner Bridgewater, New Jersey	$1.2B	-$3.76M	1	5.76%	Reduced
14	Dimensional Fund Advisors Austin, Texas	$1.03B	-$182M	7	0.45%	Reduced
15	Fiera Capital (Canada) Montreal, Quebec, Canada	$942M	+$63.4M	1	3.17%	Increased
16	Schroder Investment Management Group London, United Kingdom	$905M	+$41.2M	3	1.64%	Increased
17	William Blair Investment Management Chicago, Illinois	$850M	-$124M	1	3.46%	Reduced
18	Morgan Stanley New York	$733M	+$8.12M	8	0.16%	Increased
19	Goldman Sachs New York	$731M	+$64.9M	7	0.22%	Increased
20	Royal Bank of Canada Toronto, Ontario, Canada	$680M	+$39.3M	7	0.27%	Increased
21	Wells Fargo San Francisco, California	$678M	+$18.3M	7	0.2%	Increased
22	Arrowstreet Capital Boston, Massachusetts	$674M	+$274M	8	1.24%	Increased
23	Federated Hermes Pittsburgh, Pennsylvania	$671M	-$14.5M	3	1.66%	Reduced
24	Fidelity Investments Boston, Massachusetts	$655M	-$82.6M	6	0.07%	Reduced
25	Bank of America Charlotte, North Carolina	$642M	+$5.29M	8	0.1%	Increased