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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
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$506M +$42.7M 14 7.9% Increased
252
SCM
Steadfast Capital Management
New York
$502M +$129M 2 7.77% Increased
253
VVP
Vulcan Value Partners
Alabama
$500M +$210M 1 4.28% Increased
254
Manning & Napier Advisors
Manning & Napier Advisors
New York
$500M -$53.5M 5 4.28% Reduced
255
Glenmede Trust
Glenmede Trust
Pennsylvania
$499M -$33.1M 31 2.19% Reduced
256
KCM
Kensico Capital Management
Connecticut
$496M -$48.1M 3 7.52% Reduced
257
HCM
Highfields Capital Management
Massachusetts
$493M +$51M 3 4.25% Increased
258
Natixis Advisors
Natixis Advisors
Massachusetts
$492M -$26.2M 23 5.2% Reduced
259
Comerica Bank
Comerica Bank
Texas
$489M +$5.67M 31 3.54% Increased
260
OH
Overlook Holdings
British Virgin Islands
$484M $0 2 100% Maintained
261
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$479M +$4.07M 13 6.45% Increased
262
MICM
Matthews International Capital Management
California
$479M +$59.6M 3 19.8% Increased
263
TCM
Tybourne Capital Management
Hong Kong
$478M -$391M 2 36.61% Reduced
264
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$474M +$3.45M 22 5.34% Increased
265
Natixis
Natixis
France
$473M +$166M 19 4.36% Increased
266
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$472M +$49.5M 15 2.83% Increased
267
Sachem Head Capital Management
Sachem Head Capital Management
New York
$465M +$96.4M 2 22.06% Increased
268
Numeric Investors
Numeric Investors
Massachusetts
$459M -$215M 13 3.53% Reduced
269
FAM
Foxhaven Asset Management
Virginia
$459M -$43.7M 5 33.33% Reduced
270
Cambiar Investors
Cambiar Investors
Colorado
$457M -$9.19M 4 7.17% Reduced
271
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$455M -$27.2M 7 7.04% Reduced
272
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$450M +$29.9M 21 5.4% Increased
273
Hosking Partners
Hosking Partners
United Kingdom
$450M -$81.4M 12 11.7% Reduced
274
EC
Eminence Capital
New York
$449M +$162M 2 7.26% Increased
275
Alkeon Capital Management
Alkeon Capital Management
New York
$447M -$20.2M 4 3.21% Reduced