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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	$3.39B	-$13.2M	1	8.59%	Reduced
2	JP Morgan Chase New York	$3.33B	+$139M	9	0.46%	Increased
3	Carlyle Group Washington, District of Columbia	$2.97B	$0	1	51.28%	Maintained
4	Capital World Investors Los Angeles, California	$2.87B	-$85.9M	1	0.61%	Reduced
5	BlackRock New York	$2.63B	-$301M	8	0.08%	Reduced
6	Bank of New York Mellon New York	$2.45B	-$87.9M	6	0.56%	Reduced
7	Morgan Stanley New York	$2.4B	+$375M	9	0.31%	Increased
8	Fisher Asset Management Camas, Washington	$2.39B	+$7.29M	4	1.69%	Increased
9	Capital International Investors Los Angeles, California	$2.39B	-$380M	2	0.65%	Reduced
10	Vanguard Group Malvern, Pennsylvania	$2.27B	-$93.4M	7	0.06%	Reduced
11	Massachusetts Financial Services Boston, Massachusetts	$2.25B	-$20.2M	2	0.78%	Reduced
12	Goldman Sachs New York	$1.43B	+$389M	8	0.36%	Increased
13	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.3B	+$24.2M	1	3.85%	Increased
14	Arrowstreet Capital Boston, Massachusetts	$1.26B	+$536M	6	1.78%	Increased
15	Royal Bank of Canada Toronto, Ontario, Canada	$1.25B	+$48.4M	9	0.37%	Increased
16	Fidelity Investments Boston, Massachusetts	$1.15B	-$43.7M	8	0.11%	Reduced
17	Bank of America Charlotte, North Carolina	$1.05B	-$40.6M	9	0.12%	Reduced
18	Wellington Management Group Boston, Massachusetts	$986M	-$67.3M	5	0.2%	Reduced
19	Dimensional Fund Advisors Austin, Texas	$985M	-$5.61M	7	0.35%	Reduced
20	Schroder Investment Management Group London, United Kingdom	$938M	-$22.5M	4	1.43%	Reduced
21	WCM Investment Management Laguna Beach, California	$933M	-$54.6M	1	3.34%	Reduced
22	Harding Loevner Bridgewater, New Jersey	$868M	-$66.1M	1	5.35%	Reduced
23	William Blair Investment Management Chicago, Illinois	$795M	-$128M	2	2.95%	Reduced
24	VanEck Associates New York	$777M	+$54.9M	3	2.06%	Increased
25	First Eagle Investment Management New York	$742M	-$3.72M	4	2.09%	Reduced