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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
251
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$290M +$24.6M 10 2.49% Increased
252
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$289M +$25.4M 3 1.69% Increased
253
Ariel Investments
Ariel Investments
Illinois
$289M -$2.97M 5 4.21% Reduced
254
Geneva Advisors
Geneva Advisors
Illinois
$288M +$81M 9 5.99% Increased
255
Farallon Capital Management
Farallon Capital Management
California
$288M +$87.3M 3 5.9% Increased
256
IRF
IBM Retirement Fund
New York
$287M -$37.5M 14 3.94% Reduced
257
Cambiar Investors
Cambiar Investors
Colorado
$286M +$123M 5 4.67% Increased
258
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$285M -$3.67M 14 1.82% Reduced
259
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$284M +$12M 13 4.99% Increased
260
F&C Asset Management
F&C Asset Management
United Kingdom
$282M -$7.69M 12 3.66% Reduced
261
WBC
Westpac Banking Corp
Australia
$281M -$134K 18 3.51% Reduced
262
Sterling Capital Management
Sterling Capital Management
North Carolina
$278M +$164M 12 3.26% Increased
263
KCM
Kensico Capital Management
Connecticut
$273M -$27.6M 2 6.77% Reduced
264
TimesSquare Capital Management
TimesSquare Capital Management
New York
$273M -$264K 4 1.53% Reduced
265
Sarofim Fayez
Sarofim Fayez
Texas
$272M +$267M 7 1.33% New
266
DFO
Duquesne Family Office
New York
$271M -$36.1M 3 32.1% Reduced
267
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$266M -$5.37M 2 3.81% Reduced
268
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$265M +$143M 9 3.47% Increased
269
Sprucegrove Investment Management
Sprucegrove Investment Management
Ontario, Canada
$264M -$659K 3 4.8% Reduced
270
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$260M -$1.05M 2 2.26% Reduced
271
IronBridge Capital Management
IronBridge Capital Management
Illinois
$259M +$18.3M 4 5.5% Increased
272
TCM
Tiger Consumer Management
New York
$259M +$197M 3 10.76% Increased
273
ACM
Andor Capital Management
New York
$254M +$62.9M 3 18.91% Increased
274
Two Sigma Advisers
Two Sigma Advisers
New York
$254M +$197M 20 3.02% Increased
275
Nuveen
Nuveen
North Carolina
$251M -$3.69M 15 1.62% Reduced