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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	$20.7B	+$2.9B	7	1.08%	Increased
2	Sanders Capital West Palm Beach, Florida	$9.02B	-$1.47B	1	11.09%	Reduced
3	Capital World Investors Los Angeles, California	$7.75B	-$1.01B	1	1.06%	Reduced
4	Capital International Investors Los Angeles, California	$7.25B	+$4.67M	2	1.17%	Increased
5	JP Morgan Chase New York	$6.96B	-$963M	8	0.42%	Reduced
6	BlackRock New York	$6.68B	+$513M	8	0.12%	Increased
7	Fisher Asset Management Camas, Washington	$5.14B	+$56.1M	4	1.86%	Increased
8	Morgan Stanley New York	$4.53B	+$361M	8	0.27%	Increased
9	Massachusetts Financial Services Boston, Massachusetts	$4.43B	+$97.5M	3	1.37%	Increased
10	VanEck Associates New York	$4.39B	-$360M	3	4.08%	Reduced
11	Bank of America Charlotte, North Carolina	$4.33B	-$11.2M	8	0.29%	Reduced
12	Bank of New York Mellon New York	$4.01B	-$778M	7	0.72%	Reduced
13	Goldman Sachs New York	$3.55B	+$278M	8	0.43%	Increased
14	Jennison Associates New York	$3.52B	+$138M	2	2.05%	Increased
15	T. Rowe Price Associates Baltimore, Maryland	$3.31B	-$411M	5	0.35%	Reduced
16	AllianceBernstein Nashville, Tennessee	$3.01B	+$56.4M	6	0.95%	Increased
17	WCM Investment Management Laguna Beach, California	$2.76B	+$7.79M	1	5.74%	Increased
18	UBS Group Zurich, Switzerland	$2.64B	+$9.25M	8	0.41%	Increased
19	Sands Capital Management Arlington, Virginia	$2.58B	+$171M	1	7.13%	Increased
20	Coatue Management New York	$2.25B	+$1.06M	1	5.53%	Increased
21	Janus Henderson Group London,	$2.16B	+$60.3M	5	0.98%	Increased
22	Franklin Resources San Mateo, California	$2.13B	-$65.1M	7	0.53%	Reduced
23	William Blair Investment Management Chicago, Illinois	$2.08B	+$44M	3	5.37%	Increased
24	American Century Companies Kansas City, Missouri	$2.06B	+$143M	6	1.05%	Increased
25	Schroder Investment Management Group London, United Kingdom	$2.05B	+$53.2M	2	1.61%	Increased