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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	$5.31B	-$1.46B	8	0.78%	Reduced
2	Sanders Capital West Palm Beach, Florida	$4.8B	+$252M	1	12.68%	Increased
3	Bank of New York Mellon New York	$4.53B	+$114M	5	0.99%	Increased
4	Capital World Investors Los Angeles, California	$4.21B	-$175M	1	0.81%	Reduced
5	Massachusetts Financial Services Boston, Massachusetts	$3.96B	-$474M	2	1.27%	Reduced
6	Capital International Investors Los Angeles, California	$3.84B	-$116M	2	1.05%	Reduced
7	WCM Investment Management Laguna Beach, California	$3.64B	+$100M	1	9.9%	Increased
8	Vanguard Group Malvern, Pennsylvania	$3.49B	-$42.4M	7	0.1%	Reduced
9	Fisher Asset Management Camas, Washington	$3.24B	+$11.6M	4	2.43%	Increased
10	Wellington Management Group Boston, Massachusetts	$2.66B	-$214M	4	0.49%	Reduced
11	Vontobel Holding Zurich, Switzerland	$2.64B	+$1.89B	1	17.29%	New
12	BlackRock New York	$2.22B	-$3.54M	7	0.07%	Reduced
13	Fidelity Investments Boston, Massachusetts	$1.77B	+$60.7M	6	0.16%	Increased
14	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.72B	-$47M	1	4.63%	Reduced
15	Harding Loevner Bridgewater, New Jersey	$1.63B	-$18.5M	1	6.76%	Reduced
16	Schroder Investment Management Group London, United Kingdom	$1.42B	-$87M	4	2.01%	Reduced
17	Morgan Stanley New York	$1.39B	+$21.4M	8	0.21%	Increased
18	Arrowstreet Capital Boston, Massachusetts	$1.38B	+$143M	8	1.95%	Increased
19	William Blair Investment Management Chicago, Illinois	$1.33B	-$104M	1	4.44%	Reduced
20	Goldman Sachs New York	$1.31B	-$9.44M	8	0.34%	Reduced
21	SM SB Management Abu Dhabi, United Arab Emirates	$1.3B	+$833M	1	7.36%	Increased
22	Dimensional Fund Advisors Austin, Texas	$1.29B	-$105M	7	0.47%	Reduced
23	Royal Bank of Canada Toronto, Ontario, Canada	$1.28B	-$121M	7	0.37%	Reduced
24	Wells Fargo San Francisco, California	$1.25B	+$14.7M	8	0.3%	Increased
25	Bank of America Charlotte, North Carolina	$1.21B	-$59.4M	8	0.16%	Reduced