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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
IVA
International Value Advisers
$552M -$29.7M 6 16.3% Reduced
227
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$548M -$9.64M 16 1.36% Reduced
228
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$546M -$5.15M 32 4% Reduced
229
Stifel Financial
Stifel Financial
Missouri
$546M +$6.75M 27 2.46% Increased
230
SCM
Scopia Capital Management
New York
$545M -$30.8M 2 9.61% Reduced
231
WBC
Westpac Banking Corp
Australia
$536M +$5.32M 13 5.79% Increased
232
KeyBank National Association
KeyBank National Association
Ohio
$532M +$7.5M 13 3.34% Increased
233
AIG
American International Group
New York
$529M -$2.65M 43 2.1% Reduced
234
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$529M +$90M 34 5.5% Increased
235
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$517M +$9.17M 7 13.32% Increased
236
CFM
Coronation Fund Managers
South Africa
$511M -$57.2M 7 18.74% Reduced
237
TCMV
Technology Crossover Management VII
California
$496M $0 1 23.33% Maintained
238
DSM Capital Partners
DSM Capital Partners
Florida
$493M +$29.2M 3 7.95% Increased
239
Generation Investment Management
Generation Investment Management
United Kingdom
$487M +$32M 1 5.28% Increased
240
CIBC World Markets
CIBC World Markets
New York
$485M +$225M 9 9.21% Increased
241
AMF Tjänstepension
AMF Tjänstepension
Sweden
$484M -$77M 5 6.06% Reduced
242
Polar Capital
Polar Capital
United Kingdom
$472M +$26.6M 8 8.15% Increased
243
BAMCO Inc
BAMCO Inc
New York
$472M +$48.1M 11 2.5% Increased
244
SSM
Sound Shore Management
Connecticut
$465M +$2.75M 4 8.29% Increased
245
SIG
Senator Investment Group
New York
$461M +$7.59M 2 6.07% Increased
246
Nuveen
Nuveen
North Carolina
$460M -$34.5M 18 2.69% Reduced
247
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$460M -$37.6M 23 5.79% Reduced
248
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$456M -$24M 6 18.76% Reduced
249
Numeric Investors
Numeric Investors
Massachusetts
$454M +$69.1M 22 4.28% Increased
250
Evercore Trust Company
Evercore Trust Company
New York
$454M -$25M 2 1.48% Reduced