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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	$3.15B	-$49.2M	1	8.25%	Reduced
2	JP Morgan Chase New York	$2.61B	-$339M	7	0.34%	Reduced
3	Morgan Stanley New York	$2.55B	+$485M	8	0.29%	Increased
4	BlackRock New York	$2.19B	-$679M	7	0.07%	Reduced
5	Fidelity Investments Boston, Massachusetts	$2.14B	+$864M	8	0.21%	Increased
6	Fisher Asset Management Camas, Washington	$2.06B	-$66M	5	1.39%	Reduced
7	Vanguard Group Malvern, Pennsylvania	$2.06B	-$356M	7	0.06%	Reduced
8	Bank of New York Mellon New York	$2.05B	-$133M	6	0.47%	Reduced
9	Capital World Investors Los Angeles, California	$1.93B	-$335M	1	0.41%	Reduced
10	Massachusetts Financial Services Boston, Massachusetts	$1.87B	-$71.9M	2	0.65%	Reduced
11	Capital International Investors Los Angeles, California	$1.69B	-$347M	2	0.45%	Reduced
12	Royal Bank of Canada Toronto, Ontario, Canada	$1.61B	+$426M	8	0.46%	Increased
13	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.14B	+$10.7M	1	3.53%	Increased
14	Arrowstreet Capital Boston, Massachusetts	$1.06B	-$58.5M	6	1.48%	Reduced
15	Goldman Sachs New York	$1.04B	+$74.5M	8	0.26%	Increased
16	Schroder Investment Management Group London, United Kingdom	$896M	+$35.4M	3	1.42%	Increased
17	Wellington Management Group Boston, Massachusetts	$777M	-$36.5M	3	0.16%	Reduced
18	Lone Pine Capital Greenwich, Connecticut	$774M	+$56.6M	1	7.39%	Increased
19	Bank of America Charlotte, North Carolina	$762M	-$144M	8	0.09%	Reduced
20	William Blair Investment Management Chicago, Illinois	$761M	+$43.3M	2	2.91%	Increased
21	Harding Loevner Bridgewater, New Jersey	$741M	-$27.6M	1	4.27%	Reduced
22	VanEck Associates New York	$739M	-$7.34M	2	1.91%	Reduced
23	First Eagle Investment Management New York	$687M	+$11.1M	4	1.89%	Increased
24	UBS Group Zurich, Switzerland	$661M	+$262M	7	0.25%	Increased
25	Renaissance Technologies New York	$639M	+$505M	6	0.87%	Increased