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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
EverPoint Asset Management
EverPoint Asset Management
Connecticut
$416M +$105M 13 7.61% Increased
252
AWM
Ashmore Wealth Management
Delaware
$414M -$574K 1 9.07% Reduced
253
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$413M -$13.7M 6 5.39% Reduced
254
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$412M -$17.4M 2 5.22% Reduced
255
ING Group
ING Group
Netherlands
$405M -$118M 9 2.2% Reduced
256
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$400M -$15.1M 5 15.57% Reduced
257
BAMCO Inc
BAMCO Inc
New York
$397M -$8.48M 7 1.56% Reduced
258
WIM
Weitz Investment Management
Nebraska
$397M +$21.9M 5 11.15% Increased
259
Acadian Asset Management
Acadian Asset Management
Massachusetts
$395M -$12.3M 19 1.92% Reduced
260
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$382M +$60.9M 3 4.86% Increased
261
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$378M -$17.1M 4 10.35% Reduced
262
MCMC
Matrix Capital Management Company
New Hampshire
$376M $0 1 16.73% Maintained
263
Sterling Capital Management
Sterling Capital Management
North Carolina
$375M +$86.7M 12 3.38% Increased
264
SCM
Scopia Capital Management
New York
$369M +$84.4M 1 7.18% Increased
265
GVI
Green Valley Investors
Delaware
$368M $0 2 7.09% Maintained
266
OH
Overlook Holdings
British Virgin Islands
$362M -$19.7M 1 63.41% Reduced
267
Federated Hermes
Federated Hermes
Pennsylvania
$362M +$56.4M 26 1.08% Increased
268
Polar Capital
Polar Capital
United Kingdom
$361M +$5.45M 7 6.95% Increased
269
TSU
TD Securities (USA)
New York
$361M +$38.8M 10 4.89% Increased
270
DSM Capital Partners
DSM Capital Partners
Florida
$358M -$162M 2 6.11% Reduced
271
ProShare Advisors
ProShare Advisors
Maryland
$351M -$96.8M 20 4.86% Reduced
272
WBC
Westpac Banking Corp
Australia
$348M -$33.5M 14 3.4% Reduced
273
CBOA
Commonwealth Bank of Australia
Australia
$348M +$43.1M 14 4.63% Increased
274
Stifel Financial
Stifel Financial
Missouri
$346M +$38.6M 23 1.79% Increased
275
Ariel Investments
Ariel Investments
Illinois
$344M -$24.1M 4 3.88% Reduced