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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	$9.29B	+$776M	7	0.59%	Increased
2	JP Morgan Chase New York	$7.8B	+$213M	8	0.64%	Increased
3	Sanders Capital West Palm Beach, Florida	$7.25B	-$186M	1	11.11%	Reduced
4	Capital World Investors Los Angeles, California	$6.96B	-$314M	1	1.14%	Reduced
5	Fisher Asset Management Camas, Washington	$5.29B	-$96.4M	5	2.3%	Reduced
6	BlackRock New York	$4.96B	-$349M	8	0.11%	Reduced
7	Massachusetts Financial Services Boston, Massachusetts	$4.5B	-$623M	3	1.38%	Reduced
8	Bank of New York Mellon New York	$4.32B	-$91.8M	7	0.82%	Reduced
9	Capital International Investors Los Angeles, California	$3.79B	+$126M	2	0.78%	Increased
10	VanEck Associates New York	$3.16B	+$114M	3	4.49%	Increased
11	Morgan Stanley New York	$3.12B	+$263M	8	0.24%	Increased
12	Bank of America Charlotte, North Carolina	$2.32B	+$86.7M	8	0.21%	Increased
13	Vanguard Group Malvern, Pennsylvania	$2.15B	-$918M	7	0.04%	Reduced
14	Fiera Capital (Canada) Montreal, Quebec, Canada	$2.12B	-$114M	1	6.56%	Reduced
15	Royal Bank of Canada Toronto, Ontario, Canada	$2.01B	-$136M	8	0.46%	Reduced
16	Coatue Management New York	$1.98B	+$160M	1	7.71%	Increased
17	Goldman Sachs New York	$1.81B	-$121M	8	0.31%	Reduced
18	GQG Partners Ft. Lauderdale, Florida	$1.67B	+$159M	1	2.53%	Increased
19	Dimensional Fund Advisors Austin, Texas	$1.61B	-$95.7M	7	0.42%	Reduced
20	William Blair Investment Management Chicago, Illinois	$1.6B	-$140M	3	4.2%	Reduced
21	T. Rowe Price Associates Baltimore, Maryland	$1.58B	+$31.4M	6	0.19%	Increased
22	WCM Investment Management Laguna Beach, California	$1.46B	+$1.29B	1	3.46%	Increased
23	Alkeon Capital Management New York	$1.46B	-$284M	1	2.4%	Reduced
24	UBS Group Zurich, Switzerland	$1.39B	+$137M	8	0.34%	Increased
25	Harding Loevner Bridgewater, New Jersey	$1.38B	+$148M	1	7.61%	Increased