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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	$4.68B	+$170M	1	10.61%	Increased
2	JP Morgan Chase New York	$4B	+$19.4M	8	0.49%	Increased
3	Capital World Investors Los Angeles, California	$3.96B	-$7.16M	1	0.68%	Reduced
4	Capital International Investors Los Angeles, California	$3.9B	-$260M	2	0.89%	Reduced
5	Bank of New York Mellon New York	$3.89B	-$111M	6	0.76%	Reduced
6	Carlyle Group Washington, District of Columbia	$3.71B	$0	1	29.37%	Maintained
7	Massachusetts Financial Services Boston, Massachusetts	$3.66B	-$137M	3	1.07%	Reduced
8	BlackRock New York	$3.53B	+$126M	8	0.1%	Increased
9	Vanguard Group Malvern, Pennsylvania	$3.27B	-$142M	7	0.08%	Reduced
10	Fisher Asset Management Camas, Washington	$3.14B	-$81.2M	4	1.95%	Reduced
11	WCM Investment Management Laguna Beach, California	$2.91B	+$28M	1	6.73%	Increased
12	T. Rowe Price Associates Baltimore, Maryland	$2.05B	+$434M	6	0.19%	Increased
13	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.8B	+$50.7M	1	4.63%	Increased
14	Wellington Management Group Boston, Massachusetts	$1.72B	-$26.1M	5	0.29%	Reduced
15	Morgan Stanley New York	$1.7B	+$29.1M	9	0.23%	Increased
16	Fidelity Investments Boston, Massachusetts	$1.59B	+$70.1M	7	0.13%	Increased
17	Harding Loevner Bridgewater, New Jersey	$1.5B	-$13.8M	1	6%	Reduced
18	Bank of America Charlotte, North Carolina	$1.44B	+$10.8M	9	0.15%	Increased
19	Dimensional Fund Advisors Austin, Texas	$1.42B	-$21M	7	0.46%	Reduced
20	Royal Bank of Canada Toronto, Ontario, Canada	$1.38B	+$77.3M	9	0.36%	Increased
21	Arrowstreet Capital Boston, Massachusetts	$1.37B	+$322M	9	1.71%	Increased
22	Jennison Associates New York	$1.35B	-$76.3M	2	0.87%	Reduced
23	Altshuler Shaham Tel Aviv, Israel	$1.32B	-$277M	3	9.7%	Reduced
24	William Blair Investment Management Chicago, Illinois	$1.27B	+$68.3M	2	3.59%	Increased
25	Wells Fargo San Francisco, California	$1.27B	+$37.1M	9	0.28%	Increased