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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
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$451M +$42.6M 3 8.48% Increased
252
Federated Hermes
Federated Hermes
Pennsylvania
$451M +$3.75M 30 1.3% Increased
253
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$446M -$21.8M 8 1.36% Reduced
254
Third Point
Third Point
New York
$442M +$117M 1 3.84% Increased
255
Hosking Partners
Hosking Partners
United Kingdom
$440M +$48.8M 11 14.73% Increased
256
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$436M -$14.3M 3 4.08% Reduced
257
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$434M +$2.75M 22 4.05% Increased
258
OH
Overlook Holdings
British Virgin Islands
$433M +$96.4M 2 100% Increased
259
Westwood Holdings Group
Westwood Holdings Group
Texas
$427M -$2.5M 8 3.62% Reduced
260
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$427M -$5.88M 25 3.53% Reduced
261
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$426M +$17.2M 10 2.41% Increased
262
Maverick Capital
Maverick Capital
Texas
$426M -$34.1M 5 5.04% Reduced
263
Pinnacle Associates
Pinnacle Associates
New York
$424M +$1.53M 25 8.5% Increased
264
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$420M +$83.3M 7 7.28% Increased
265
TGA
Trilogy Global Advisors
Florida
$416M -$46.4M 5 13.77% Reduced
266
DnB Asset Management
DnB Asset Management
Norway
$411M +$31.4M 12 8.08% Increased
267
Glenmede Trust
Glenmede Trust
Pennsylvania
$411M +$32.2M 28 2.31% Increased
268
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$411M +$27.2M 9 12.03% Increased
269
Ariel Investments
Ariel Investments
Illinois
$410M +$9.93M 6 4.96% Increased
270
John W. Bristol & Co
John W. Bristol & Co
New York
$407M -$3.03M 6 11.16% Reduced
271
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$405M -$163M 11 4.48% Reduced
272
HCM
Hitchwood Capital Management
New York
$403M -$121M 2 12.33% Reduced
273
KCM
Kensico Capital Management
Connecticut
$398M +$3.41M 4 7.29% Increased
274
MCMC
Matrix Capital Management Company
New Hampshire
$395M $0 1 16.59% Maintained
275
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$392M +$7.82M 21 5.08% Increased