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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	$5.02B	-$14.2M	1	10.25%	Reduced
2	Capital World Investors Los Angeles, California	$4.36B	+$84.7M	1	0.69%	Increased
3	JP Morgan Chase New York	$4.34B	+$36.3M	8	0.5%	Increased
4	Capital International Investors Los Angeles, California	$4.02B	-$167M	2	0.85%	Reduced
5	Bank of New York Mellon New York	$4B	-$187M	6	0.72%	Reduced
6	BlackRock New York	$4B	+$81.4M	8	0.1%	Increased
7	Massachusetts Financial Services Boston, Massachusetts	$3.93B	-$13.8M	3	1.07%	Reduced
8	Carlyle Group Washington, District of Columbia	$3.92B	$0	1	40.75%	Maintained
9	Vanguard Group Malvern, Pennsylvania	$3.53B	-$70.8M	7	0.08%	Reduced
10	Fisher Asset Management Camas, Washington	$3.48B	+$80.6M	4	1.95%	Increased
11	WCM Investment Management Laguna Beach, California	$3.15B	+$17.7M	1	7.1%	Increased
12	T. Rowe Price Associates Baltimore, Maryland	$2.03B	-$191M	5	0.18%	Reduced
13	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.92B	-$15.4M	1	4.51%	Reduced
14	Fidelity Investments Boston, Massachusetts	$1.75B	+$38M	7	0.13%	Increased
15	Morgan Stanley New York	$1.67B	-$158M	9	0.21%	Reduced
16	GQG Partners Ft. Lauderdale, Florida	$1.63B	+$599M	1	4.04%	Increased
17	Harding Loevner Bridgewater, New Jersey	$1.62B	-$2.24M	1	6.2%	Reduced
18	Goldman Sachs New York	$1.59B	+$268M	8	0.32%	Increased
19	Wellington Management Group Boston, Massachusetts	$1.59B	-$253M	5	0.25%	Reduced
20	Royal Bank of Canada Toronto, Ontario, Canada	$1.58B	+$79.6M	9	0.36%	Increased
21	Dimensional Fund Advisors Austin, Texas	$1.48B	-$41.1M	7	0.45%	Reduced
22	Bank of America Charlotte, North Carolina	$1.48B	-$64.1M	9	0.14%	Reduced
23	Altshuler Shaham Tel Aviv, Israel	$1.44B	+$262M	2	12.29%	Increased
24	William Blair Investment Management Chicago, Illinois	$1.4B	+$28M	2	3.78%	Increased
25	Arrowstreet Capital Boston, Massachusetts	$1.35B	-$117M	8	1.65%	Reduced