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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
Aperio Group
Aperio Group
California
$341M +$94.3M 27 3.52% Increased
277
PRCM
Pine River Capital Management
Minnesota
$339M +$211M 9 3.69% Increased
278
Cambiar Investors
Cambiar Investors
Colorado
$338M -$62.4M 4 4.75% Reduced
279
TPSF
Texas Permanent School Fund
Texas
$337M -$10.9M 17 3.89% Reduced
280
CCA
Canyon Capital Advisors
Texas
$335M -$133M 2 8.84% Reduced
281
National Pension Service
National Pension Service
South Korea
$334M +$46M 7 4.33% Increased
282
Flossbach Von Storch
Flossbach Von Storch
Germany
$332M +$48.1M 3 6.42% Increased
283
HAM
HHR Asset Management
New Jersey
$329M -$19M 3 13.23% Reduced
284
WP
Wedgewood Partners
Missouri
$325M +$45M 1 4.36% Increased
285
HCM
Hoplite Capital Management
New York
$322M +$154M 2 8.61% Increased
286
Rockefeller Financial Services
Rockefeller Financial Services
New York
$319M +$63.8M 5 6.62% Increased
287
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$315M -$982K 5 14.08% Reduced
288
Sentry Investments
Sentry Investments
Ontario, Canada
$312M +$50.3M 5 3.65% Increased
289
Suntrust Banks
Suntrust Banks
Georgia
$312M -$5.85M 17 2.01% Reduced
290
Seizert Capital Partners
Seizert Capital Partners
Michigan
$312M +$4.4M 7 7.95% Increased
291
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$307M -$6.03M 5 8.49% Reduced
292
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$304M +$220M 3 18.95% Increased
293
Davenport & Co
Davenport & Co
Virginia
$300M +$3.81M 11 4.65% Increased
294
Bessemer Group
Bessemer Group
New Jersey
$298M +$115M 18 1.56% Increased
295
Glenmede Trust
Glenmede Trust
Pennsylvania
$298M +$58.1M 27 2.15% Increased
296
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$293M +$3.83M 27 2.55% Increased
297
HCM
Holland Capital Management
Illinois
$289M -$14.9M 2 6.88% Reduced
298
FP
FPR Partners
California
$288M +$11.1M 2 7.39% Increased
299
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$288M -$81.3K 19 5.11% Reduced
300
KBC Group
KBC Group
Belgium
$287M -$7.9M 16 3.7% Reduced