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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	$18.8B	-$3.59B	7	0.96%	Reduced
2	Sanders Capital West Palm Beach, Florida	$9.71B	-$94.5M	1	11.19%	Reduced
3	Capital World Investors Los Angeles, California	$8.33B	-$98.8M	1	1.13%	Reduced
4	Capital International Investors Los Angeles, California	$7.87B	-$22.9M	2	1.23%	Reduced
5	JP Morgan Chase New York	$7.81B	+$213M	8	0.49%	Increased
6	BlackRock New York	$7.29B	-$252M	8	0.12%	Reduced
7	Fisher Asset Management Camas, Washington	$5.78B	+$147M	4	1.97%	Increased
8	VanEck Associates New York	$5.31B	+$513M	3	4.39%	Increased
9	Bank of America Charlotte, North Carolina	$5.07B	+$301M	8	0.37%	Increased
10	Morgan Stanley New York	$4.5B	-$473M	9	0.27%	Reduced
11	Jennison Associates New York	$4.18B	+$325M	2	2.51%	Increased
12	Bank of New York Mellon New York	$3.7B	-$666M	7	0.65%	Reduced
13	AllianceBernstein Nashville, Tennessee	$3.14B	-$135M	6	0.99%	Reduced
14	Massachusetts Financial Services Boston, Massachusetts	$3.1B	-$1.66B	2	1%	Reduced
15	WCM Investment Management Laguna Beach, California	$2.94B	-$79.6M	1	6.06%	Reduced
16	T. Rowe Price Associates Baltimore, Maryland	$2.82B	-$770M	5	0.3%	Reduced
17	Goldman Sachs New York	$2.81B	-$1.05B	8	0.35%	Reduced
18	Coatue Management New York	$2.62B	+$163M	1	6.56%	Increased
19	Franklin Resources San Mateo, California	$2.55B	+$204M	7	0.63%	Increased
20	Janus Henderson Group London,	$2.52B	+$185M	5	1.13%	Increased
21	UBS Group Zurich, Switzerland	$2.49B	-$422M	9	0.4%	Reduced
22	American Century Companies Kansas City, Missouri	$2.37B	+$78.8M	6	1.19%	Increased
23	Schroder Investment Management Group London, United Kingdom	$2.32B	+$10.7M	2	1.76%	Increased
24	Northern Trust Chicago, Illinois	$2.19B	+$53.1M	6	0.28%	Increased
25	William Blair Investment Management Chicago, Illinois	$2.12B	-$167M	3	5.91%	Reduced