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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
Rockefeller Capital Management
Rockefeller Capital Management
New York
$795M +$33.2M 31 11.09% Increased
227
Comgest Global Investors
Comgest Global Investors
France
$791M -$48.2M 5 17.19% Reduced
228
Glenview Capital Management
Glenview Capital Management
New York
$790M +$27.5M 3 7.16% Increased
229
CIBC World Markets
CIBC World Markets
New York
$790M +$50.4M 13 6.09% Increased
230
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$780M +$19.5M 41 6.61% Increased
231
Victory Capital Management
Victory Capital Management
Texas
$773M +$22.5M 26 1.56% Increased
232
Acadian Asset Management
Acadian Asset Management
Massachusetts
$771M -$117M 30 3.7% Reduced
233
AustralianSuper
AustralianSuper
Australia
$763M -$63.9M 5 7.33% Reduced
234
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$735M -$25.8M 17 6.11% Reduced
235
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$735M -$4.78M 30 6.97% Reduced
236
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$734M -$63.7M 19 5.02% Reduced
237
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$731M +$10.7M 21 6.4% Increased
238
Nomura Asset Management
Nomura Asset Management
Japan
$731M +$1.99M 18 7.22% Increased
239
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$723M +$46.4M 31 2.78% Increased
240
Alkeon Capital Management
Alkeon Capital Management
New York
$721M -$178M 3 2.86% Reduced
241
DCP
Darsana Capital Partners
New York
$714M +$70.1M 4 23.18% Increased
242
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$711M -$103M 19 6.43% Reduced
243
Ruffer LLP
Ruffer LLP
United Kingdom
$706M -$44.3M 3 16.49% Reduced
244
Royal London Asset Management
Royal London Asset Management
United Kingdom
$699M -$414M 15 6.61% Reduced
245
Jane Street
Jane Street
New York
$698M -$4.09B 28 1.23% Reduced
246
Markel Group
Markel Group
Virginia
$696M +$14M 10 10.7% Increased
247
Natixis Advisors
Natixis Advisors
Massachusetts
$696M +$11M 26 5.68% Increased
248
Man Group
Man Group
United Kingdom
$673M -$143M 35 2.43% Reduced
249
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$667M -$32.7M 18 4.69% Reduced
250
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$652M +$141M 25 5.23% Increased