← All themes Semiconductors

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
Fidelity Investments
Fidelity Investments
Massachusetts
$3.99B +$1.27B 7 0.37% Increased
2
Sanders Capital
Sanders Capital
Florida
$3.87B -$55.9M 1 9.17% Reduced
3
JP Morgan Chase
JP Morgan Chase
New York
$3.65B +$383M 8 0.45% Increased
4
Capital World Investors
Capital World Investors
California
$2.93B +$506M 1 0.61% Increased
5
BlackRock
BlackRock
New York
$2.83B +$192M 7 0.08% Increased
6
Fisher Asset Management
Fisher Asset Management
Washington
$2.67B +$80.6M 5 1.62% Increased
7
Morgan Stanley
Morgan Stanley
New York
$2.44B -$710M 8 0.26% Reduced
8
Bank of New York Mellon
Bank of New York Mellon
New York
$2.44B -$104M 6 0.53% Reduced
9
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.38B +$42.9M 2 0.81% Increased
10
Vanguard Group
Vanguard Group
Pennsylvania
$2.35B -$139M 7 0.06% Reduced
11
Capital International Investors
Capital International Investors
California
$2.02B -$61.9M 2 0.52% Reduced
12
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.77B -$232M 8 0.5% Reduced
13
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.43B +$15.5M 1 4.28% Increased
14
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.15B +$1.14B 7 0.39% New
15
Wellington Management Group
Wellington Management Group
Massachusetts
$1.13B +$154M 4 0.22% Increased
16
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$1.11B -$6.78M 2 1.66% Reduced
17
William Blair Investment Management
William Blair Investment Management
Illinois
$1.08B +$128M 2 3.77% Increased
18
VanEck Associates
VanEck Associates
New York
$1.01B +$85.6M 2 2.3% Increased
19
Harding Loevner
Harding Loevner
New Jersey
$997M +$69.2M 1 5.68% Increased
20
Goldman Sachs
Goldman Sachs
New York
$963M -$324M 8 0.22% Reduced
21
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$930M -$367M 7 1.2% Reduced
22
Bank of America
Bank of America
North Carolina
$902M -$45.8M 8 0.09% Reduced
23
First Eagle Investment Management
First Eagle Investment Management
New York
$859M +$1.78M 4 2.27% Increased
24
GQG Partners
GQG Partners
Florida
$856M +$224M 1 2.24% Increased
25
AQR Capital Management
AQR Capital Management
Connecticut
$765M -$8.83M 6 1.68% Reduced