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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
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$353M +$14.2M 21 4.75% Increased
277
Los Angeles Capital Management
Los Angeles Capital Management
California
$353M -$34.8M 23 2.99% Reduced
278
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$351M +$5.44M 14 5.9% Increased
279
Suntrust Banks
Suntrust Banks
Georgia
$351M +$1.59M 20 2.15% Increased
280
GA
Geneva Advisors
Illinois
$350M -$6.41M 9 6.92% Reduced
281
Glenmede Trust
Glenmede Trust
Pennsylvania
$350M -$13.1M 29 2.12% Reduced
282
KCM
Kensico Capital Management
Connecticut
$349M +$151M 4 7.01% Increased
283
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$345M -$121M 19 3.8% Reduced
284
CIBC World Market
CIBC World Market
Ontario, Canada
$345M +$9.86M 9 1.52% Increased
285
DnB Asset Management
DnB Asset Management
Norway
$344M +$41.5M 11 7.3% Increased
286
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$343M +$343M 16 5.05% New
287
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$342M +$50.2M 20 2.5% Increased
288
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$342M +$41.6M 4 4.82% Increased
289
Hosking Partners
Hosking Partners
United Kingdom
$340M +$43.3M 11 14.14% Increased
290
FP
FPR Partners
California
$339M -$74M 2 8.19% Reduced
291
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$337M +$24.2M 9 13.83% Increased
292
FC
Fairpointe Capital
Illinois
$337M +$9.81M 5 7.63% Increased
293
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$335M +$484M 4 2.33% Increased
294
GVI
Green Valley Investors
Delaware
$334M -$127M 2 10.21% Reduced
295
Pzena Investment Management
Pzena Investment Management
New York
$332M -$58.3M 2 2.08% Reduced
296
Horizon Kinetics
Horizon Kinetics
New York
$331M +$43.6M 19 8.32% Increased
297
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$331M +$36.1M 22 5.22% Increased
298
Axiom Investors
Axiom Investors
Connecticut
$330M -$13.5M 5 9.56% Reduced
299
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$328M +$14.3M 14 9.52% Increased
300
ACM
Atlanta Capital Management
Georgia
$326M +$4.19M 4 2.18% Increased