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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
KeyBank National Association
KeyBank National Association
Ohio
$470M -$9.9M 12 3.12% Reduced
227
City National Bank
City National Bank
Delaware
$464M +$16.7M 11 3.82% Increased
228
AIG
American International Group
New York
$463M -$1.97M 45 1.85% Reduced
229
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$460M +$53.7M 12 1.21% Increased
230
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$459M -$43.8M 10 2.49% Reduced
231
USS Investment Management
USS Investment Management
United Kingdom
$458M +$169M 3 7.27% Increased
232
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$455M -$84.2M 9 2.26% Reduced
233
Evercore Trust Company
Evercore Trust Company
New York
$455M +$444M 1 1.63% New
234
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$451M +$52.9M 17 3.27% Increased
235
Marshall Wace
Marshall Wace
United Kingdom
$450M +$178M 17 5.87% Increased
236
LCG
Luxor Capital Group
New York
$445M +$5.53M 4 6.98% Increased
237
Polen Capital Management
Polen Capital Management
Florida
$443M -$10.5M 2 8.58% Reduced
238
Korea Investment Corp
Korea Investment Corp
South Korea
$440M -$52.8M 12 3.75% Reduced
239
Raymond James & Associates
Raymond James & Associates
Florida
$436M +$71.6M 24 1.67% Increased
240
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$435M -$7.65M 13 3.76% Reduced
241
MICM
Matthews International Capital Management
California
$434M +$42.1M 3 15.06% Increased
242
EC
Eminence Capital
New York
$434M +$77.4M 3 6.18% Increased
243
Alkeon Capital Management
Alkeon Capital Management
New York
$432M -$290M 4 8.43% Reduced
244
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$432M $0 3 0.39% Maintained
245
FC
Fairpointe Capital
Illinois
$429M -$60M 6 5.98% Reduced
246
Pinnacle Associates
Pinnacle Associates
New York
$424M -$23.6M 22 7.86% Reduced
247
AC
Alleghany Corporation
New York
$421M +$331M 2 14.41% Increased
248
CAM
Coronation Asset Management
South Africa
$421M +$43.6M 8 18.49% Increased
249
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$420M -$19.3M 18 4.98% Reduced
250
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$417M -$28.4M 20 4.95% Reduced