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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
AMF Tjänstepension
AMF Tjänstepension
Sweden
$493M $0 5 5.63% Maintained
252
BAMCO Inc
BAMCO Inc
New York
$489M +$16.7M 10 2.5% Increased
253
Comerica Bank
Comerica Bank
Texas
$480M -$7.27M 29 3.6% Reduced
254
FAM
Foxhaven Asset Management
Virginia
$479M -$27.5M 4 33.58% Reduced
255
Nomura Asset Management
Nomura Asset Management
Japan
$479M +$25.6M 14 6.44% Increased
256
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$476M -$17.1M 6 3.62% Reduced
257
Hermes Investment Management
Hermes Investment Management
United Kingdom
$476M +$20.8M 9 7.75% Increased
258
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$475M -$13.9M 7 7.49% Reduced
259
MG
Meritage Group
California
$473M -$78.7M 3 11.58% Reduced
260
OH
Overlook Holdings
British Virgin Islands
$467M -$22.2M 2 100% Reduced
261
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$467M +$3.94M 23 5.49% Increased
262
Alkeon Capital Management
Alkeon Capital Management
New York
$464M -$174M 4 3.74% Reduced
263
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$464M +$3.81M 13 6.58% Increased
264
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$454M -$29.7M 23 5.68% Reduced
265
Westwood Holdings Group
Westwood Holdings Group
Texas
$449M -$26.2M 8 3.66% Reduced
266
Pinnacle Associates
Pinnacle Associates
New York
$446M -$51.3M 25 8.58% Reduced
267
Nuveen
Nuveen
North Carolina
$445M -$56.2M 17 2.85% Reduced
268
GA
Geneva Advisors
Illinois
$440M -$3.99M 8 7.57% Reduced
269
Tocqueville Asset Management
Tocqueville Asset Management
New York
$435M -$16.1M 14 5.21% Reduced
270
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$431M -$9.08M 22 5.1% Reduced
271
Nomura Holdings
Nomura Holdings
Japan
$430M +$212M 23 1.05% Increased
272
FP
FPR Partners
California
$429M -$40M 2 9.21% Reduced
273
Federated Hermes
Federated Hermes
Pennsylvania
$428M -$4.93M 30 1.23% Reduced
274
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$426M +$105M 14 6.93% Increased
275
HCM
Highfields Capital Management
Massachusetts
$424M -$224M 3 3.14% Reduced