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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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$746M -$125M 12 5.29% Reduced
227
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$742M +$34.8M 35 6.62% Increased
228
MFM
MHR Fund Management
New York
$741M $0 3 39.09% Maintained
229
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$739M +$31.5M 23 4.14% Increased
230
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$730M -$15.9M 15 3.15% Reduced
231
CIBC World Market
CIBC World Market
Ontario, Canada
$725M -$29.4M 17 3.17% Reduced
232
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$709M +$32.1M 4 20.26% Increased
233
Nomura Asset Management
Nomura Asset Management
Japan
$692M +$1.97M 16 7.18% Increased
234
Guggenheim Capital
Guggenheim Capital
Illinois
$682M -$596M 27 4.55% Reduced
235
HMP
HS Management Partners
New York
$674M +$13.8M 3 20.57% Increased
236
Hermes Investment Management
Hermes Investment Management
United Kingdom
$674M +$80M 6 8.95% Increased
237
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$667M +$4.26M 33 4.52% Increased
238
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$657M +$103M 22 4.46% Increased
239
EC
Eminence Capital
New York
$654M +$45.1M 2 8.92% Increased
240
KBC Group
KBC Group
Belgium
$648M +$30.5M 20 5.64% Increased
241
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$642M +$13M 14 8.06% Increased
242
CI Investments Inc
CI Investments Inc
Ontario, Canada
$642M +$351M 7 5.05% Increased
243
AC
Alleghany Corporation
New York
$641M -$25.9M 4 16.47% Reduced
244
Glenview Capital Management
Glenview Capital Management
New York
$641M -$248M 2 4.37% Reduced
245
TBC
Tweedy, Browne Co
Connecticut
$637M -$7.38M 4 19.81% Reduced
246
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$637M -$104M 11 8.66% Reduced
247
SCM
Shapiro Capital Management
Georgia
$636M +$64.3M 7 13.81% Increased
248
MAMU
Marathon Asset Management (UK)
United Kingdom
$635M -$1.79M 6 9.48% Reduced
249
Royal London Asset Management
Royal London Asset Management
United Kingdom
$634M +$595M 12 6.38% New
250
BAMCO Inc
BAMCO Inc
New York
$630M -$3.02M 11 2.75% Reduced