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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	Fidelity Investments Boston, Massachusetts	$4.4B	+$44.2M	7	0.37%	Increased
2	Sanders Capital West Palm Beach, Florida	$4.34B	+$127M	1	9.06%	Increased
3	JP Morgan Chase New York	$4.09B	+$110M	8	0.44%	Increased
4	Capital World Investors Los Angeles, California	$3.5B	+$291M	1	0.67%	Increased
5	BlackRock New York	$3.42B	+$113M	7	0.09%	Increased
6	Fisher Asset Management Camas, Washington	$3.31B	+$386M	5	1.83%	Increased
7	Bank of New York Mellon New York	$2.83B	+$147M	6	0.59%	Increased
8	Vanguard Group Malvern, Pennsylvania	$2.67B	-$45.4M	7	0.06%	Reduced
9	Massachusetts Financial Services Boston, Massachusetts	$2.64B	+$58.1M	2	0.87%	Increased
10	Morgan Stanley New York	$2.34B	-$297M	8	0.23%	Reduced
11	Capital International Investors Los Angeles, California	$2.18B	-$28.5M	2	0.52%	Reduced
12	Royal Bank of Canada Toronto, Ontario, Canada	$1.67B	-$241M	8	0.44%	Reduced
13	Wellington Management Group Boston, Massachusetts	$1.63B	+$361M	4	0.31%	Increased
14	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.52B	-$36.8M	1	4.39%	Reduced
15	Dimensional Fund Advisors Austin, Texas	$1.28B	-$24.2M	7	0.41%	Reduced
16	William Blair Investment Management Chicago, Illinois	$1.23B	+$51M	3	3.96%	Increased
17	VanEck Associates New York	$1.15B	+$50M	3	2.52%	Increased
18	Schroder Investment Management Group London, United Kingdom	$1.11B	-$85.7M	2	1.59%	Reduced
19	Arrowstreet Capital Boston, Massachusetts	$1.1B	+$95.3M	7	1.34%	Increased
20	Harding Loevner Bridgewater, New Jersey	$1.01B	-$70.9M	1	5.87%	Reduced
21	Goldman Sachs New York	$1B	-$49.2M	7	0.22%	Reduced
22	First Eagle Investment Management New York	$940M	+$4.69M	4	2.4%	Increased
23	Bank of America Charlotte, North Carolina	$925M	-$46.8M	8	0.1%	Reduced
24	GQG Partners Ft. Lauderdale, Florida	$913M	-$13.8M	1	2.1%	Reduced
25	Lazard Asset Management New York	$907M	+$213M	3	1.12%	Increased