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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
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$457M +$56.4M 11 2.34% Increased
252
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$447M +$19.4M 27 3.61% Increased
253
Flossbach Von Storch
Flossbach Von Storch
Germany
$447M +$127M 4 7.26% Increased
254
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$447M -$83.7M 15 1.13% Reduced
255
HCM
Hitchwood Capital Management
New York
$446M +$62.6M 3 15.44% Increased
256
Glenmede Trust
Glenmede Trust
Pennsylvania
$443M +$1.93M 27 2.41% Increased
257
Pinnacle Associates
Pinnacle Associates
New York
$441M +$16.6M 25 8.9% Increased
258
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$441M -$18.4M 24 5.61% Reduced
259
AMF Tjänstepension
AMF Tjänstepension
Sweden
$437M -$60.2M 5 5.09% Reduced
260
KBC Group
KBC Group
Belgium
$437M +$84.9M 23 4.33% Increased
261
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$430M +$72.2M 27 5.64% Increased
262
KCM
Kensico Capital Management
Connecticut
$430M +$19.5M 4 7.44% Increased
263
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$427M -$9.56M 22 3.71% Reduced
264
ProShare Advisors
ProShare Advisors
Maryland
$423M +$113M 24 4.69% Increased
265
Comerica Bank
Comerica Bank
Texas
$422M +$9.94M 31 3.34% Increased
266
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$416M -$4.64M 11 4.42% Reduced
267
CFM
Coronation Fund Managers
South Africa
$413M -$66.1M 7 15.13% Reduced
268
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$412M -$13.9M 2 8.21% Reduced
269
Ariel Investments
Ariel Investments
Illinois
$411M +$12.2M 6 4.85% Increased
270
TGA
Trilogy Global Advisors
Florida
$405M +$10.2M 5 13.59% Increased
271
LCM
Lakewood Capital Management
New York
$404M +$74.6M 3 18.26% Increased
272
OH
Overlook Holdings
British Virgin Islands
$402M +$14.9M 2 100% Increased
273
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$402M -$13.9M 3 3.69% Reduced
274
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$399M +$32.6M 16 2.74% Increased
275
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$398M +$22.8M 7 6.65% Increased