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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	$4.86B	+$163M	1	11.02%	Increased
2	Capital International Investors Los Angeles, California	$4.46B	+$334M	2	1.02%	Increased
3	Bank of New York Mellon New York	$4.29B	-$61.6M	6	0.83%	Reduced
4	JP Morgan Chase New York	$4.28B	-$140M	8	0.51%	Reduced
5	Capital World Investors Los Angeles, California	$4.27B	-$83M	1	0.73%	Reduced
6	Massachusetts Financial Services Boston, Massachusetts	$4.07B	-$27.8M	3	1.19%	Reduced
7	Carlyle Group Washington, District of Columbia	$3.92B	$0	1	26.55%	Maintained
8	Vanguard Group Malvern, Pennsylvania	$3.62B	-$115M	7	0.09%	Reduced
9	BlackRock New York	$3.61B	+$255M	8	0.1%	Increased
10	Fisher Asset Management Camas, Washington	$3.45B	-$70.9M	4	2.16%	Reduced
11	WCM Investment Management Laguna Beach, California	$3.1B	-$717M	1	7.88%	Reduced
12	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.89B	-$24.5M	1	4.83%	Reduced
13	Wellington Management Group Boston, Massachusetts	$1.87B	-$688M	4	0.31%	Reduced
14	Morgan Stanley New York	$1.8B	+$229M	9	0.24%	Increased
15	T. Rowe Price Associates Baltimore, Maryland	$1.76B	+$17M	6	0.16%	Increased
16	Fidelity Investments Boston, Massachusetts	$1.64B	-$64.3M	9	0.13%	Reduced
17	Harding Loevner Bridgewater, New Jersey	$1.63B	+$17.5M	1	6.14%	Increased
18	Bank of America Charlotte, North Carolina	$1.53B	+$130M	9	0.16%	Increased
19	Jennison Associates New York	$1.53B	-$95.5M	2	1.01%	Reduced
20	Dimensional Fund Advisors Austin, Texas	$1.49B	-$19M	7	0.47%	Reduced
21	Altshuler Shaham Tel Aviv, Israel	$1.45B	+$330M	3	10.82%	Increased
22	Royal Bank of Canada Toronto, Ontario, Canada	$1.4B	+$80.1M	8	0.37%	Increased
23	Wells Fargo San Francisco, California	$1.33B	-$39.3M	9	0.29%	Reduced
24	Federated Hermes Pittsburgh, Pennsylvania	$1.32B	+$56.6M	5	2.46%	Increased
25	William Blair Investment Management Chicago, Illinois	$1.3B	+$58.2M	2	4.09%	Increased