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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
Nuveen
Nuveen
North Carolina
$547M +$88.9M 21 2.78% Increased
227
WBC
Westpac Banking Corp
Australia
$539M -$37.8M 13 5.09% Reduced
228
KeyBank National Association
KeyBank National Association
Ohio
$538M +$596K 14 3.36% Increased
229
HMP
HS Management Partners
New York
$538M -$43.6M 4 19.99% Reduced
230
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$532M -$15.6M 33 3.83% Reduced
231
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$531M -$89.1M 20 5.17% Reduced
232
Sarasin & Partners
Sarasin & Partners
United Kingdom
$525M -$175M 4 8.87% Reduced
233
TCM
Tybourne Capital Management
Hong Kong
$523M +$218M 2 25.38% Increased
234
AIG
American International Group
New York
$523M -$7.79M 45 2.02% Reduced
235
SIG
Senator Investment Group
New York
$513M +$70.1M 2 7.79% Increased
236
AC
Alleghany Corporation
New York
$509M -$69.1M 3 17.56% Reduced
237
DnB Asset Management
DnB Asset Management
Norway
$502M +$90.7M 13 9.22% Increased
238
CCI
Columbus Circle Investors
$496M -$49.8M 5 6.47% Reduced
239
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$485M -$33M 36 5.01% Reduced
240
Jane Street
Jane Street
New York
$480M +$193M 20 2.09% Increased
241
Polar Capital
Polar Capital
United Kingdom
$477M +$25.4M 8 7.61% Increased
242
Carmignac Gestion
Carmignac Gestion
France
$477M -$976M 3 3.7% Reduced
243
NM
NWI Management
New York
$477M +$436M 4 38.28% Increased
244
DSM Capital Partners
DSM Capital Partners
Florida
$476M -$8.58M 3 8.23% Reduced
245
Farallon Capital Management
Farallon Capital Management
California
$475M +$255M 2 5.47% Increased
246
SSM
Sound Shore Management
Connecticut
$474M -$20.2M 4 8.15% Reduced
247
MCMC
Matrix Capital Management Company
New Hampshire
$472M -$23.2M 1 23.09% Reduced
248
Sculptor Capital
Sculptor Capital
New York
$471M -$205M 5 3.29% Reduced
249
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$466M +$19.8M 8 1.41% Increased
250
Discovery Capital Management
Discovery Capital Management
Connecticut
$463M +$178M 2 7.81% Increased