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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	$14.1B	+$1.77B	7	0.79%	Increased
2	Sanders Capital West Palm Beach, Florida	$8.67B	-$601M	1	11.64%	Reduced
3	Capital World Investors Los Angeles, California	$7.22B	+$208M	1	1.05%	Increased
4	JP Morgan Chase New York	$6.53B	-$83.8M	8	0.43%	Reduced
5	Capital International Investors Los Angeles, California	$5.89B	+$159M	2	1.01%	Increased
6	BlackRock New York	$4.94B	+$94.9M	8	0.09%	Increased
7	Fisher Asset Management Camas, Washington	$4.12B	-$114M	4	1.63%	Reduced
8	Bank of New York Mellon New York	$3.97B	-$105M	7	0.75%	Reduced
9	VanEck Associates New York	$3.89B	-$43.5M	3	4.41%	Reduced
10	Bank of America Charlotte, North Carolina	$3.54B	+$29.9M	8	0.26%	Increased
11	Massachusetts Financial Services Boston, Massachusetts	$3.5B	-$198M	3	1.11%	Reduced
12	Morgan Stanley New York	$3.35B	-$936M	8	0.22%	Reduced
13	T. Rowe Price Associates Baltimore, Maryland	$3.06B	+$171M	5	0.35%	Increased
14	Jennison Associates New York	$2.73B	+$467M	1	1.62%	Increased
15	Goldman Sachs New York	$2.63B	-$452M	7	0.36%	Reduced
16	AllianceBernstein Nashville, Tennessee	$2.39B	+$212M	6	0.78%	Increased
17	WCM Investment Management Laguna Beach, California	$2.3B	+$60.1M	1	5.25%	Increased
18	UBS Group Zurich, Switzerland	$2.15B	+$1.68M	8	0.37%	Increased
19	Sands Capital Management Arlington, Virginia	$1.94B	+$97.3M	1	5.56%	Increased
20	Coatue Management New York	$1.83B	+$20M	1	5.09%	Increased
21	Franklin Resources San Mateo, California	$1.78B	-$54.1M	7	0.47%	Reduced
22	Janus Henderson Group London,	$1.69B	+$54.3M	5	0.83%	Increased
23	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.67B	-$72.4M	1	5.65%	Reduced
24	Schroder Investment Management Group London, United Kingdom	$1.66B	+$159M	2	1.4%	Increased
25	William Blair Investment Management Chicago, Illinois	$1.64B	-$37.1M	3	4.34%	Reduced