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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	$11.7B	+$488M	7	0.7%	Increased
2	Sanders Capital West Palm Beach, Florida	$8.27B	+$44.8M	1	12.09%	Increased
3	JP Morgan Chase New York	$7.14B	-$138M	8	0.53%	Reduced
4	Capital World Investors Los Angeles, California	$7.03B	+$57M	1	1.07%	Increased
5	Fisher Asset Management Camas, Washington	$5.91B	-$69.2M	5	2.35%	Reduced
6	BlackRock New York	$5.47B	+$350M	8	0.11%	Increased
7	Capital International Investors Los Angeles, California	$4.59B	+$307M	2	0.86%	Increased
8	Bank of New York Mellon New York	$4B	-$621M	7	0.74%	Reduced
9	Morgan Stanley New York	$3.87B	+$126M	9	0.27%	Increased
10	VanEck Associates New York	$3.83B	+$213M	3	4.9%	Increased
11	Massachusetts Financial Services Boston, Massachusetts	$3.65B	-$415M	3	1.15%	Reduced
12	Bank of America Charlotte, North Carolina	$2.56B	-$227M	8	0.21%	Reduced
13	Goldman Sachs New York	$2.33B	+$177M	8	0.37%	Increased
14	T. Rowe Price Associates Baltimore, Maryland	$2.15B	+$791M	5	0.25%	Increased
15	Franklin Resources San Mateo, California	$1.97B	+$454M	7	0.55%	Increased
16	Coatue Management New York	$1.97B	+$115M	1	6.63%	Increased
17	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.96B	-$227M	1	6.18%	Reduced
18	UBS Group Zurich, Switzerland	$1.96B	+$402M	9	0.36%	Increased
19	WCM Investment Management Laguna Beach, California	$1.94B	-$12.2M	1	4.56%	Reduced
20	Vanguard Group Malvern, Pennsylvania	$1.74B	+$38.5M	7	0.03%	Increased
21	William Blair Investment Management Chicago, Illinois	$1.56B	-$95.3M	2	3.81%	Reduced
22	GQG Partners Ft. Lauderdale, Florida	$1.54B	+$150M	1	2.29%	Increased
23	Royal Bank of Canada Toronto, Ontario, Canada	$1.5B	-$361M	8	0.3%	Reduced
24	AllianceBernstein Nashville, Tennessee	$1.48B	+$224M	6	0.5%	Increased
25	Janus Henderson Group London,	$1.48B	+$173M	6	0.75%	Increased