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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
Balyasny Asset Management
Balyasny Asset Management
Illinois
$556M -$95.6M 23 1.74% Reduced
252
Nomura Asset Management
Nomura Asset Management
Japan
$550M +$59M 16 6.36% Increased
253
Sterling Capital Management
Sterling Capital Management
North Carolina
$550M -$3.5M 15 4.98% Reduced
254
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$549M +$150M 17 4.81% Increased
255
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$548M +$23.3M 23 5.64% Increased
256
SCM
Shapiro Capital Management
Georgia
$547M +$1.19M 8 11.97% Increased
257
Natixis Advisors
Natixis Advisors
Massachusetts
$536M -$13.9M 23 5.46% Reduced
258
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$536M +$80.1M 4 24.82% Increased
259
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$533M +$1.99M 14 6.77% Increased
260
VVP
Vulcan Value Partners
Alabama
$533M -$12.5M 1 4.36% Reduced
261
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$532M -$45.7M 6 3.7% Reduced
262
Hosking Partners
Hosking Partners
United Kingdom
$528M +$15.1M 12 12.07% Increased
263
Melvin Capital Management
Melvin Capital Management
New York
$526M -$364M 3 4.99% Reduced
264
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$526M -$26.1M 17 7.88% Reduced
265
CIBC World Market
CIBC World Market
Ontario, Canada
$521M -$126M 9 2.36% Reduced
266
EC
Eminence Capital
New York
$521M +$85.5M 2 7.95% Increased
267
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$506M -$454M 2 4.43% Reduced
268
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$504M +$31.4M 9 11.06% Increased
269
SCM
Suvretta Capital Management
New York
$490M -$365M 2 11.59% Reduced
270
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$489M -$7.79M 15 2.86% Reduced
271
IVA
International Value Advisers
$487M -$10.2M 6 14% Reduced
272
Two Sigma Investments
Two Sigma Investments
New York
$480M -$86.8M 29 1.56% Reduced
273
Numeric Investors
Numeric Investors
Massachusetts
$479M -$3.22M 11 3.48% Reduced
274
Markel Group
Markel Group
Virginia
$473M $0 10 8.93% Maintained
275
Federated Hermes
Federated Hermes
Pennsylvania
$470M +$14.2M 26 1.32% Increased