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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
DSM Capital Partners
DSM Capital Partners
Florida
$405M -$11.8M 2 6.97% Reduced
252
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$401M -$1.34M 26 3.4% Reduced
253
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$401M -$1.67B 25 0.21% Reduced
254
Pinnacle Associates
Pinnacle Associates
New York
$399M +$18.4M 25 8.6% Increased
255
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$399M +$59.5M 21 3.87% Increased
256
SIG
Senator Investment Group
New York
$398M -$147M 2 6.38% Reduced
257
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$394M +$20.1M 31 5.13% Increased
258
Ariel Investments
Ariel Investments
Illinois
$393M +$315K 5 4.94% Increased
259
Polar Capital
Polar Capital
United Kingdom
$389M -$903K 8 7.35% Reduced
260
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$388M -$37.9M 9 2.29% Reduced
261
BAMCO Inc
BAMCO Inc
New York
$385M +$16.2M 10 2.05% Increased
262
John W. Bristol & Co
John W. Bristol & Co
New York
$377M -$4.48M 6 10.65% Reduced
263
C WorldWide Group
C WorldWide Group
Denmark
$374M +$23.5M 3 7.15% Increased
264
CCM
Chieftain Capital Management
New York
$373M -$4.92M 1 19.62% Reduced
265
Comerica Bank
Comerica Bank
Texas
$372M -$9.96M 28 3.22% Reduced
266
Sentry Investments
Sentry Investments
Ontario, Canada
$372M +$8.84M 6 3.49% Increased
267
Findlay Park Partners
Findlay Park Partners
United Kingdom
$372M -$32.9M 1 4.25% Reduced
268
MCMC
Matrix Capital Management Company
New Hampshire
$366M $0 1 16.45% Maintained
269
Numeric Investors
Numeric Investors
Massachusetts
$365M +$78.2M 19 3.26% Increased
270
Hermes Investment Management
Hermes Investment Management
United Kingdom
$362M +$8.91M 9 7.27% Increased
271
TPSF
Texas Permanent School Fund
Texas
$358M -$23.2M 20 4.75% Reduced
272
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$356M -$3.77M 8 6.65% Reduced
273
PIA
Piedmont Investment Advisors
North Carolina
$356M +$19.2M 14 7.32% Increased
274
JP
Jana Partners
New York
$356M -$86.4M 1 6.08% Reduced
275
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$354M -$26.2M 3 7.45% Reduced