← All themes

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
$595M -$3.85M 14 3.53% Reduced
227
Balyasny Asset Management
Balyasny Asset Management
Illinois
$595M +$8.28M 25 2.33% Increased
228
William Blair & Company
William Blair & Company
Illinois
$593M -$191M 14 4.45% Reduced
229
Findlay Park Partners
Findlay Park Partners
United Kingdom
$590M +$11.6M 2 5.84% Increased
230
DCP
Darsana Capital Partners
New York
$589M +$479M 4 24.82% Increased
231
Hermes Investment Management
Hermes Investment Management
United Kingdom
$579M +$19M 9 8.68% Increased
232
AC
Alleghany Corporation
New York
$575M +$20.7M 3 18.09% Increased
233
MAMU
Marathon Asset Management (UK)
United Kingdom
$575M -$8.51M 6 9.46% Reduced
234
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$563M -$2.46M 6 4.02% Reduced
235
PIM
Platinum Investment Management
Australia
$560M -$192M 3 14.15% Reduced
236
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$558M -$24.8M 36 5.19% Reduced
237
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$554M -$37.7M 2 7.57% Reduced
238
MG
Meritage Group
California
$553M +$71M 3 10.03% Increased
239
FC
Fairpointe Capital
Illinois
$551M -$13.9M 6 10.9% Reduced
240
CG
Cutler Group
California
$549M +$339M 36 20.57% Increased
241
Maverick Capital
Maverick Capital
Texas
$542M +$218M 6 6.88% Increased
242
KBC Group
KBC Group
Belgium
$541M -$21.8M 20 4.91% Reduced
243
CBT
Capital Bank & Trust
California
$541M -$11M 10 6.9% Reduced
244
SCM
Shapiro Capital Management
Georgia
$540M -$89.8M 8 12.28% Reduced
245
Two Sigma Investments
Two Sigma Investments
New York
$538M +$113M 26 1.91% Increased
246
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$535M +$11.8M 28 3.83% Increased
247
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$531M +$11.9M 21 3.82% Increased
248
SAM
Scopus Asset Management
New York
$528M -$98.9M 7 5.44% Reduced
249
AMF Tjänstepension
AMF Tjänstepension
Sweden
$521M -$7.85M 5 5.7% Reduced
250
Sterling Capital Management
Sterling Capital Management
North Carolina
$515M +$5.94M 16 4.84% Increased