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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	$9.94B	+$671M	7	0.6%	Increased
2	Sanders Capital West Palm Beach, Florida	$7.23B	-$11.4M	1	10.48%	Reduced
3	JP Morgan Chase New York	$6.54B	-$1.19B	8	0.5%	Reduced
4	Capital World Investors Los Angeles, California	$6.13B	-$808M	1	0.95%	Reduced
5	Fisher Asset Management Camas, Washington	$5.32B	+$65.8M	5	2.18%	Increased
6	BlackRock New York	$5B	+$246M	8	0.1%	Increased
7	Bank of New York Mellon New York	$4.12B	-$170M	7	0.77%	Reduced
8	Capital International Investors Los Angeles, California	$3.79B	+$313K	2	0.73%	Increased
9	VanEck Associates New York	$3.67B	+$21M	3	4.59%	Increased
10	Massachusetts Financial Services Boston, Massachusetts	$3.62B	-$845M	3	1.08%	Reduced
11	Morgan Stanley New York	$3.33B	+$242M	8	0.24%	Increased
12	Bank of America Charlotte, North Carolina	$2.49B	+$198M	8	0.2%	Increased
13	Vanguard Group Malvern, Pennsylvania	$1.95B	+$38.5M	7	0.03%	Increased
14	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.93B	-$182M	1	5.81%	Reduced
15	Goldman Sachs New York	$1.91B	+$137M	8	0.31%	Increased
16	WCM Investment Management Laguna Beach, California	$1.73B	+$206M	1	3.93%	Increased
17	Royal Bank of Canada Toronto, Ontario, Canada	$1.67B	-$324M	8	0.34%	Reduced
18	Coatue Management New York	$1.63B	-$346M	1	6.04%	Reduced
19	Franklin Resources San Mateo, California	$1.55B	+$136M	7	0.44%	Increased
20	William Blair Investment Management Chicago, Illinois	$1.46B	-$136M	2	3.6%	Reduced
21	Dimensional Fund Advisors Austin, Texas	$1.39B	-$65.9M	7	0.34%	Reduced
22	UBS Group Zurich, Switzerland	$1.38B	+$6.37M	8	0.3%	Increased
23	Schroder Investment Management Group London, United Kingdom	$1.36B	-$35.4M	3	1.39%	Reduced
24	Harding Loevner Bridgewater, New Jersey	$1.29B	-$82.2M	1	7.47%	Reduced
25	Artisan Partners Milwaukee, Wisconsin	$1.23B	+$106M	2	1.83%	Increased