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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	$6.58B	+$902M	7	0.44%	Increased
2	JP Morgan Chase New York	$5.93B	+$62.2M	8	0.5%	Increased
3	Sanders Capital West Palm Beach, Florida	$5.84B	-$197M	1	9.75%	Reduced
4	Capital World Investors Los Angeles, California	$5.73B	+$96.7M	2	0.95%	Increased
5	BlackRock New York	$4.43B	-$2.88M	8	0.1%	Reduced
6	Fisher Asset Management Camas, Washington	$4.27B	-$292M	5	1.99%	Reduced
7	Massachusetts Financial Services Boston, Massachusetts	$4.09B	+$131M	3	1.22%	Increased
8	Bank of New York Mellon New York	$3.48B	-$106M	7	0.67%	Reduced
9	Capital International Investors Los Angeles, California	$2.92B	+$701M	2	0.59%	Increased
10	Vanguard Group Malvern, Pennsylvania	$2.62B	-$599M	7	0.05%	Reduced
11	VanEck Associates New York	$2.37B	+$753M	3	3.58%	Increased
12	Morgan Stanley New York	$2.23B	-$775M	8	0.18%	Reduced
13	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.76B	-$60.9M	1	5.13%	Reduced
14	Bank of America Charlotte, North Carolina	$1.76B	+$419M	8	0.16%	Increased
15	Royal Bank of Canada Toronto, Ontario, Canada	$1.7B	-$527M	8	0.39%	Reduced
16	Goldman Sachs New York	$1.54B	+$172M	8	0.27%	Increased
17	Coatue Management New York	$1.41B	+$1.25B	1	5.52%	Increased
18	Dimensional Fund Advisors Austin, Texas	$1.4B	-$91.7M	7	0.38%	Reduced
19	Alkeon Capital Management New York	$1.4B	+$547M	1	2.4%	Increased
20	William Blair Investment Management Chicago, Illinois	$1.39B	-$219M	3	3.59%	Reduced
21	First Eagle Investment Management New York	$1.27B	+$2.12M	4	2.88%	Increased
22	T. Rowe Price Associates Baltimore, Maryland	$1.22B	-$24.1M	5	0.15%	Reduced
23	Schroder Investment Management Group London, United Kingdom	$1.17B	-$172M	2	1.38%	Reduced
24	GQG Partners Ft. Lauderdale, Florida	$1.16B	+$212M	1	1.87%	Increased
25	UBS Group Zurich, Switzerland	$993M	+$71.3M	8	0.25%	Increased