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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	$8.79B	-$1.23B	7	0.56%	Reduced
2	Sanders Capital West Palm Beach, Florida	$6.89B	-$68.7M	1	10.3%	Reduced
3	Capital World Investors Los Angeles, California	$5.11B	-$941M	1	0.83%	Reduced
4	JP Morgan Chase New York	$4.95B	-$1.18B	8	0.36%	Reduced
5	Capital International Investors Los Angeles, California	$4.2B	+$431M	2	0.83%	Increased
6	BlackRock New York	$4B	-$487M	8	0.08%	Reduced
7	Morgan Stanley New York	$3.34B	+$119M	8	0.24%	Increased
8	Fisher Asset Management Camas, Washington	$3.16B	-$2.11B	4	1.37%	Reduced
9	Bank of New York Mellon New York	$3.04B	-$364M	7	0.6%	Reduced
10	VanEck Associates New York	$2.89B	-$383M	3	3.74%	Reduced
11	Massachusetts Financial Services Boston, Massachusetts	$2.78B	-$304M	3	0.93%	Reduced
12	Bank of America Charlotte, North Carolina	$2.6B	+$539M	8	0.21%	Increased
13	Goldman Sachs New York	$2.37B	+$499M	8	0.38%	Increased
14	T. Rowe Price Associates Baltimore, Maryland	$2.12B	+$374M	5	0.26%	Increased
15	UBS Group Zurich, Switzerland	$1.61B	-$24.9M	9	0.3%	Reduced
16	WCM Investment Management Laguna Beach, California	$1.61B	+$11.5M	1	4.13%	Increased
17	Jennison Associates New York	$1.58B	+$500M	3	1.11%	Increased
18	AllianceBernstein Nashville, Tennessee	$1.57B	+$412M	6	0.57%	Increased
19	Franklin Resources San Mateo, California	$1.4B	-$268M	7	0.4%	Reduced
20	Sands Capital Management Arlington, Virginia	$1.33B	+$705M	1	4.53%	Increased
21	Coatue Management New York	$1.32B	-$389M	1	5.83%	Reduced
22	Vanguard Group Malvern, Pennsylvania	$1.31B	+$6.79M	7	0.02%	Increased
23	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.29B	-$425M	1	4.65%	Reduced
24	William Blair Investment Management Chicago, Illinois	$1.27B	-$41.7M	3	3.55%	Reduced
25	Janus Henderson Group London,	$1.19B	-$48.3M	5	0.65%	Reduced