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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	$5.15B	-$781M	8	0.87%	Reduced
2	Sanders Capital West Palm Beach, Florida	$3.36B	+$26.9M	1	11.51%	Increased
3	Massachusetts Financial Services Boston, Massachusetts	$3.35B	-$221M	2	1.21%	Reduced
4	Capital World Investors Los Angeles, California	$3.28B	-$6.12M	1	0.72%	Reduced
5	Bank of New York Mellon New York	$3.26B	-$32.2M	5	0.8%	Reduced
6	Capital International Investors Los Angeles, California	$2.95B	-$493K	1	0.91%	Reduced
7	WCM Investment Management Laguna Beach, California	$2.62B	+$88.9M	1	9.21%	Increased
8	Vanguard Group Malvern, Pennsylvania	$2.57B	-$160M	6	0.08%	Reduced
9	Fisher Asset Management Camas, Washington	$2.38B	-$160M	4	2.09%	Reduced
10	Wellington Management Group Boston, Massachusetts	$2.15B	-$375M	6	0.44%	Reduced
11	BlackRock New York	$1.54B	+$2.51M	7	0.06%	Increased
12	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.32B	-$21.8M	1	3.93%	Reduced
13	Fidelity Investments Boston, Massachusetts	$1.25B	+$329M	6	0.13%	Increased
14	Harding Loevner Bridgewater, New Jersey	$1.23B	-$458M	1	4.44%	Reduced
15	Schroder Investment Management Group London, United Kingdom	$1.13B	-$130M	5	1.8%	Reduced
16	William Blair Investment Management Chicago, Illinois	$1.08B	-$125M	1	4.21%	Reduced
17	Royal Bank of Canada Toronto, Ontario, Canada	$1.05B	+$88.1M	7	0.37%	Increased
18	Morgan Stanley New York	$1.01B	-$22.8M	8	0.2%	Reduced
19	Dimensional Fund Advisors Austin, Texas	$1.01B	-$200M	7	0.43%	Reduced
20	Goldman Sachs New York	$976M	-$28.1M	7	0.28%	Reduced
21	Bank of America Charlotte, North Carolina	$945M	+$43.2M	8	0.13%	Increased
22	Wells Fargo San Francisco, California	$913M	-$35.9M	6	0.25%	Reduced
23	Arrowstreet Capital Boston, Massachusetts	$902M	-$30.9M	7	1.43%	Reduced
24	Federated Hermes Pittsburgh, Pennsylvania	$878M	-$69.2M	3	2.06%	Reduced
25	First Eagle Investment Management New York	$818M	-$2.68M	1	2.46%	Reduced