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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	Berkshire Hathaway Omaha, Nebraska	$4.12B	+$4.96B	1	1.39%	New
2	Sanders Capital West Palm Beach, Florida	$2.94B	+$119M	1	8.1%	Increased
3	JP Morgan Chase New York	$2.7B	-$121M	7	0.39%	Reduced
4	BlackRock New York	$2.24B	-$125M	7	0.08%	Reduced
5	Capital World Investors Los Angeles, California	$2.09B	-$382M	1	0.47%	Reduced
6	Bank of New York Mellon New York	$1.98B	-$107M	6	0.48%	Reduced
7	Fisher Asset Management Camas, Washington	$1.94B	-$103M	4	1.46%	Reduced
8	Vanguard Group Malvern, Pennsylvania	$1.92B	-$105M	7	0.06%	Reduced
9	Capital International Investors Los Angeles, California	$1.86B	-$184M	2	0.54%	Reduced
10	Morgan Stanley New York	$1.86B	-$197M	8	0.25%	Reduced
11	Massachusetts Financial Services Boston, Massachusetts	$1.79B	-$123M	2	0.67%	Reduced
12	GQG Partners Ft. Lauderdale, Florida	$1.24B	+$1.36B	1	3.58%	Increased
13	Fidelity Investments Boston, Massachusetts	$1.15B	+$222M	8	0.12%	Increased
14	Royal Bank of Canada Toronto, Ontario, Canada	$1.08B	+$26.5M	7	0.34%	Increased
15	Arrowstreet Capital Boston, Massachusetts	$1.01B	-$62.9M	5	1.49%	Reduced
16	Fiera Capital (Canada) Montreal, Quebec, Canada	$907M	-$64.2M	1	3.25%	Reduced
17	Dimensional Fund Advisors Austin, Texas	$878M	-$20.3M	7	0.34%	Reduced
18	Goldman Sachs New York	$878M	-$400M	8	0.22%	Reduced
19	Bank of America Charlotte, North Carolina	$826M	-$79.6M	8	0.1%	Reduced
20	Schroder Investment Management Group London, United Kingdom	$786M	-$6.15M	3	1.3%	Reduced
21	Wellington Management Group Boston, Massachusetts	$745M	-$100M	4	0.16%	Reduced
22	Harding Loevner Bridgewater, New Jersey	$708M	-$23.3M	1	4.64%	Reduced
23	VanEck Associates New York	$688M	+$43.3M	3	2.05%	Increased
24	Lone Pine Capital Greenwich, Connecticut	$659M	+$55.7M	1	6.21%	Increased
25	William Blair Investment Management Chicago, Illinois	$657M	-$13.4M	2	2.6%	Reduced