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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	$4.34B	-$15.5M	1	9.44%	Reduced
2	JP Morgan Chase New York	$4.08B	+$360M	8	0.49%	Increased
3	Capital World Investors Los Angeles, California	$3.76B	-$17.1M	1	0.65%	Reduced
4	BlackRock New York	$3.68B	+$190M	8	0.1%	Increased
5	Capital International Investors Los Angeles, California	$3.48B	-$35.1M	2	0.79%	Reduced
6	Carlyle Group Washington, District of Columbia	$3.37B	$0	1	40.35%	Maintained
7	Bank of New York Mellon New York	$3.22B	-$280M	6	0.62%	Reduced
8	Fisher Asset Management Camas, Washington	$3.05B	+$28.2M	4	1.8%	Increased
9	Vanguard Group Malvern, Pennsylvania	$2.98B	-$105M	7	0.07%	Reduced
10	Massachusetts Financial Services Boston, Massachusetts	$2.89B	-$571M	2	0.86%	Reduced
11	Morgan Stanley New York	$2.63B	+$1.33B	9	0.36%	Increased
12	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.63B	-$44.4M	1	4.23%	Reduced
13	Royal Bank of Canada Toronto, Ontario, Canada	$1.54B	+$189M	9	0.39%	Increased
14	Fidelity Investments Boston, Massachusetts	$1.51B	-$5.9M	8	0.12%	Reduced
15	Bank of America Charlotte, North Carolina	$1.39B	+$122M	9	0.14%	Increased
16	Goldman Sachs New York	$1.39B	+$2.9M	9	0.29%	Increased
17	Wellington Management Group Boston, Massachusetts	$1.33B	-$50M	5	0.23%	Reduced
18	Dimensional Fund Advisors Austin, Texas	$1.26B	-$41.7M	7	0.39%	Reduced
19	Schroder Investment Management Group London, United Kingdom	$1.25B	-$39.1M	5	1.65%	Reduced
20	WCM Investment Management Laguna Beach, California	$1.22B	-$1.69B	1	3.42%	Reduced
21	William Blair Investment Management Chicago, Illinois	$1.16B	-$62.4M	2	3.46%	Reduced
22	T. Rowe Price Associates Baltimore, Maryland	$1.15B	-$687M	5	0.12%	Reduced
23	Jennison Associates New York	$1.04B	-$40.4M	2	0.76%	Reduced
24	Harding Loevner Bridgewater, New Jersey	$1.03B	-$248M	1	5.7%	Reduced
25	Arrowstreet Capital Boston, Massachusetts	$1B	-$185M	6	1.25%	Reduced