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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
Glenview Capital Management
Glenview Capital Management
New York
$416M +$174M 1 2.08% Increased
227
Aviva
Aviva
United Kingdom
$414M +$26.1M 15 3.22% Increased
228
Two Sigma Investments
Two Sigma Investments
New York
$412M -$118M 26 2.28% Reduced
229
AWM
Ashmore Wealth Management
Delaware
$412M $0 1 8.05% Maintained
230
City National Bank
City National Bank
Delaware
$395M +$21.1M 11 3.42% Increased
231
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$393M -$14.4M 15 3.17% Reduced
232
AIG
American International Group
New York
$392M -$8.1M 46 1.7% Reduced
233
Pinnacle Associates
Pinnacle Associates
New York
$387M +$9.32M 21 7.59% Increased
234
Cambiar Investors
Cambiar Investors
Colorado
$382M -$150M 5 5.81% Reduced
235
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$382M -$3.42M 6 5.15% Reduced
236
MSA
Mason Street Advisors
Wisconsin
$382M +$10.6M 19 2.68% Increased
237
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$380M -$22.6M 19 4.32% Reduced
238
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$378M -$18.6M 4 9.33% Reduced
239
WBC
Westpac Banking Corp
Australia
$377M -$1.83M 18 3.59% Reduced
240
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$377M +$17.7M 15 4.75% Increased
241
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$369M +$274M 19 2.1% Increased
242
CIM
Contrarius Investment Management
Jersey
$366M +$5.94M 10 27.02% Increased
243
Two Sigma Advisers
Two Sigma Advisers
New York
$364M +$161M 26 2.82% Increased
244
Ninety One (UK)
Ninety One (UK)
United Kingdom
$359M -$16.3M 5 2.2% Reduced
245
Polar Capital
Polar Capital
United Kingdom
$358M -$11.6M 7 6.97% Reduced
246
WIM
Weitz Investment Management
Nebraska
$355M +$20.3M 6 9.92% Increased
247
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$355M -$184M 16 2.3% Reduced
248
MICM
Matthews International Capital Management
California
$354M +$252K 2 14.71% Increased
249
Discovery Capital Management
Discovery Capital Management
Connecticut
$352M +$85.8M 2 3.63% Increased
250
HAM
HHR Asset Management
New Jersey
$346M +$35.3M 3 13.1% Increased