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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
276
DCP
Darsana Capital Partners
New York
$1.75B +$627M 5 7.87% Increased
277
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.74B -$34.6M 32 7.65% Reduced
278
Westfield Capital Management
Westfield Capital Management
Massachusetts
$1.74B +$114M 6 5.67% Increased
279
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$1.73B +$3.8M 6 8.69% Increased
280
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$1.73B -$443M 4 11.73% Reduced
281
Xponance
Xponance
Pennsylvania
$1.72B +$10.4M 31 10.56% Increased
282
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$1.72B +$71.7M 6 4.68% Increased
283
Harding Loevner
Harding Loevner
New Jersey
$1.72B +$558M 6 16.13% Increased
284
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.71B -$45.1M 51 5.33% Reduced
285
M&T Bank
M&T Bank
New York
$1.7B -$28M 26 4.99% Reduced
286
Nissay Asset Management
Nissay Asset Management
Japan
$1.69B +$56.2M 13 7.13% Increased
287
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$1.64B -$93M 3 5.65% Reduced
288
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$1.64B +$161M 4 3.88% Increased
289
USS Investment Management
USS Investment Management
United Kingdom
$1.64B +$93.6M 13 5.89% Increased
290
William Blair Investment Management
William Blair Investment Management
Illinois
$1.62B -$106M 4 4.87% Reduced
291
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.61B -$28.2M 11 15.64% Reduced
292
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$1.61B +$116M 8 12.3% Increased
293
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$1.6B -$67.8M 5 24.86% Reduced
294
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$1.59B -$111M 4 15.63% Reduced
295
MML Investors Services
MML Investors Services
Massachusetts
$1.59B +$242M 25 3.25% Increased
296
Viking Global Investors
Viking Global Investors
Connecticut
$1.57B -$686M 2 4.48% Reduced
297
PTC
Provident Trust Company
Wisconsin
$1.56B -$424M 3 32.79% Reduced
298
Unisphere Establishment
Unisphere Establishment
Liechtenstein
$1.56B +$281M 3 13.3% Increased
299
GRQ
Gardner Russo & Quinn
Pennsylvania
$1.54B -$101M 6 17.29% Reduced
300
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$1.54B -$18.5M 9 6.71% Reduced