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Streaming & Digital Media

Streaming delivers video and audio on demand, paid for by subscription or by advertising, and has replaced the broadcast schedule with a catalogue. Content spending is the main cost and cancellation is the main risk.

120 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
226
Polen Capital Management
Polen Capital Management
Florida
$398M -$12.9M 1 8.94% Reduced
227
WBC
Westpac Banking Corp
Australia
$395M -$123M 19 3.85% Reduced
228
FC
Fairpointe Capital
Illinois
$393M +$3.28M 4 5.25% Increased
229
Millennium Management
Millennium Management
New York
$393M +$27.7M 26 0.99% Increased
230
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$392M -$25.3M 4 9.7% Reduced
231
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$391M -$36.2M 6 5.41% Reduced
232
Polar Capital
Polar Capital
United Kingdom
$383M +$24.1M 6 8.02% Increased
233
Pinnacle Associates
Pinnacle Associates
New York
$380M +$11.4M 21 7.74% Increased
234
CBOA
Commonwealth Bank of Australia
Australia
$378M -$23.7M 14 4.9% Reduced
235
City National Bank
City National Bank
Delaware
$374M +$29.2M 11 3.43% Increased
236
Seizert Capital Partners
Seizert Capital Partners
Michigan
$373M -$431K 6 7.48% Reduced
237
MSA
Mason Street Advisors
Wisconsin
$371M +$15.9M 19 2.9% Increased
238
HMP
HS Management Partners
New York
$365M +$5.78M 3 15.23% Increased
239
VVP
Vulcan Value Partners
Alabama
$363M -$83.8M 2 5.16% Reduced
240
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$359M +$6.74M 15 4.87% Increased
241
PC
Passport Capital
California
$358M +$106M 11 5.07% Increased
242
ProShare Advisors
ProShare Advisors
Maryland
$350M +$34.2M 29 4.63% Increased
243
Ninety One (UK)
Ninety One (UK)
United Kingdom
$347M -$6.22M 5 2.04% Reduced
244
WIM
Weitz Investment Management
Nebraska
$347M +$37M 6 10.2% Increased
245
DnB Asset Management
DnB Asset Management
Norway
$345M +$74.6M 9 7.6% Increased
246
Maverick Capital
Maverick Capital
Texas
$340M +$124M 3 4.97% Increased
247
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$337M -$9.12M 3 4.52% Reduced
248
HCM
Holland Capital Management
Illinois
$336M +$31.6M 2 7.24% Increased
249
MICM
Matthews International Capital Management
California
$334M +$2.6M 2 15.5% Increased
250
Axiom Investors
Axiom Investors
Connecticut
$332M +$68M 6 8.24% Increased