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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	$20.9B	-$132M	7	1.1%	Reduced
2	Capital World Investors Los Angeles, California	$11.1B	+$1.89B	1	1.52%	Increased
3	Sanders Capital West Palm Beach, Florida	$9.48B	-$1.34B	1	11.3%	Reduced
4	BlackRock New York	$9.35B	+$804M	8	0.16%	Increased
5	JP Morgan Chase New York	$7.98B	-$186M	9	0.51%	Reduced
6	Fisher Asset Management Camas, Washington	$6.62B	+$151M	4	2.24%	Increased
7	VanEck Associates New York	$6.51B	+$619M	4	4.89%	Increased
8	Morgan Stanley New York	$5.39B	+$305M	9	0.32%	Increased
9	Bank of America Charlotte, North Carolina	$5.03B	-$667M	8	0.37%	Reduced
10	Jennison Associates New York	$4.18B	-$496M	2	2.87%	Reduced
11	UBS Group Zurich, Switzerland	$4.12B	+$1.33B	9	0.62%	Increased
12	Capital International Investors Los Angeles, California	$3.9B	-$4.94B	2	0.92%	Reduced
13	Goldman Sachs New York	$3.54B	+$368M	7	0.41%	Increased
14	Massachusetts Financial Services Boston, Massachusetts	$3.42B	-$162M	2	1.15%	Reduced
15	Capital Research Global Investors Los Angeles, California	$3.37B	+$2.33B	1	0.52%	Increased
16	Bank of New York Mellon New York	$3.36B	-$800M	7	0.62%	Reduced
17	Coatue Management New York	$3.14B	+$225M	1	10.8%	Increased
18	T. Rowe Price Associates Baltimore, Maryland	$2.96B	-$199M	6	0.34%	Reduced
19	WCM Investment Management Laguna Beach, California	$2.95B	-$169M	1	6.74%	Reduced
20	Wellington Management Group Boston, Massachusetts	$2.75B	+$586M	5	0.51%	Increased
21	Janus Henderson Group London,	$2.68B	-$126M	5	1.28%	Reduced
22	Franklin Resources San Mateo, California	$2.65B	-$242M	7	0.65%	Reduced
23	AllianceBernstein Nashville, Tennessee	$2.61B	-$596M	6	0.85%	Reduced
24	American Century Companies Kansas City, Missouri	$2.51B	-$191M	6	1.29%	Reduced
25	Northern Trust Chicago, Illinois	$2.43B	-$35M	6	0.32%	Reduced