← 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 Boston, Massachusetts	$3.75B	-$72.8M	7	0.32%	Reduced
2	Sanders Capital West Palm Beach, Florida	$3.74B	+$2.95M	1	7.9%	Increased
3	JP Morgan Chase New York	$3.51B	-$19.2M	7	0.39%	Reduced
4	Capital World Investors Los Angeles, California	$3.23B	+$231M	1	0.64%	Increased
5	BlackRock New York	$3.16B	+$36.9M	7	0.09%	Increased
6	Fisher Asset Management Camas, Washington	$2.98B	+$92.4M	5	1.69%	Increased
7	Vanguard Group Malvern, Pennsylvania	$2.43B	-$27M	7	0.06%	Reduced
8	Massachusetts Financial Services Boston, Massachusetts	$2.37B	+$95.4M	3	0.83%	Increased
9	Bank of New York Mellon New York	$2.36B	-$85.2M	6	0.52%	Reduced
10	Morgan Stanley New York	$2.26B	+$251M	8	0.23%	Increased
11	Capital International Investors Los Angeles, California	$1.77B	-$97.9M	2	0.45%	Reduced
12	Royal Bank of Canada Toronto, Ontario, Canada	$1.49B	+$43.7M	8	0.4%	Increased
13	VanEck Associates New York	$1.29B	+$320M	3	2.82%	Increased
14	Wellington Management Group Boston, Massachusetts	$1.23B	-$221M	5	0.25%	Reduced
15	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.2B	-$113M	1	3.85%	Reduced
16	William Blair Investment Management Chicago, Illinois	$1.1B	+$37.5M	3	3.67%	Increased
17	Dimensional Fund Advisors Austin, Texas	$1.08B	-$15.5M	7	0.35%	Reduced
18	Schroder Investment Management Group London, United Kingdom	$918M	-$45.6M	2	1.37%	Reduced
19	Bank of America Charlotte, North Carolina	$873M	+$75.2M	8	0.1%	Increased
20	Goldman Sachs New York	$849M	-$27M	8	0.18%	Reduced
21	Harding Loevner Bridgewater, New Jersey	$835M	-$33.3M	1	5.51%	Reduced
22	First Eagle Investment Management New York	$807M	-$3.08M	4	2.09%	Reduced
23	T. Rowe Price Associates Baltimore, Maryland	$756M	-$29.8M	5	0.11%	Reduced
24	Ameriprise Minneapolis, Minnesota	$753M	+$48.4M	6	0.25%	Increased
25	Franklin Resources San Mateo, California	$685M	-$4.29M	6	0.35%	Reduced