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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	Sanders Capital West Palm Beach, Florida	$4.62B	-$621M	1	11.14%	Reduced
2	JP Morgan Chase New York	$4.35B	-$1.49B	8	0.58%	Reduced
3	Capital World Investors Los Angeles, California	$4.29B	-$293M	1	0.79%	Reduced
4	Bank of New York Mellon New York	$4.28B	-$687M	5	0.87%	Reduced
5	Massachusetts Financial Services Boston, Massachusetts	$4.03B	-$281M	3	1.24%	Reduced
6	Capital International Investors Los Angeles, California	$4B	-$181M	2	1.01%	Reduced
7	WCM Investment Management Laguna Beach, California	$3.78B	-$181M	1	10.35%	Reduced
8	Vanguard Group Malvern, Pennsylvania	$3.63B	-$330M	7	0.1%	Reduced
9	Fisher Asset Management Camas, Washington	$3.45B	-$131M	4	2.43%	Reduced
10	BlackRock New York	$3.16B	+$504M	8	0.09%	Increased
11	Carlyle Group Washington, District of Columbia	$3.11B	+$3.14B	1	23.55%	New
12	Wellington Management Group Boston, Massachusetts	$2.54B	-$388M	5	0.45%	Reduced
13	Vontobel Holding Zurich, Switzerland	$2.37B	+$20.9M	1	17.6%	Increased
14	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.88B	+$11.6M	1	5.41%	Increased
15	T. Rowe Price Associates Baltimore, Maryland	$1.68B	+$390M	6	0.17%	Increased
16	Fidelity Investments Boston, Massachusetts	$1.67B	-$265M	7	0.14%	Reduced
17	Jennison Associates New York	$1.6B	+$474M	2	1.17%	Increased
18	Harding Loevner Bridgewater, New Jersey	$1.59B	-$192M	1	6.22%	Reduced
19	Morgan Stanley New York	$1.53B	+$10.3M	8	0.22%	Increased
20	Dimensional Fund Advisors Austin, Texas	$1.44B	-$163M	7	0.48%	Reduced
21	Schroder Investment Management Group London, United Kingdom	$1.41B	-$163M	5	1.82%	Reduced
22	Bank of America Charlotte, North Carolina	$1.37B	+$54.2M	9	0.15%	Increased
23	Wells Fargo San Francisco, California	$1.34B	-$26.2M	9	0.3%	Reduced
24	SM SB Management Abu Dhabi, United Arab Emirates	$1.32B	-$96M	1	8.5%	Reduced
25	Royal Bank of Canada Toronto, Ontario, Canada	$1.29B	-$112M	8	0.37%	Reduced