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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
Hermes Investment Management
Hermes Investment Management
United Kingdom
$391M -$7.38M 9 6.63% Reduced
277
Comerica Bank
Comerica Bank
Texas
$390M +$9.85M 28 3.34% Increased
278
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$389M -$8.12M 7 6.97% Reduced
279
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$386M +$1.49M 14 6.26% Increased
280
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$384M +$19.7M 19 2.68% Increased
281
FP
FPR Partners
California
$383M +$15.9M 2 8.64% Increased
282
GA
Geneva Advisors
Illinois
$383M -$10.1M 9 7.19% Reduced
283
CIBC World Market
CIBC World Market
Ontario, Canada
$382M +$19.4M 11 1.41% Increased
284
Sentry Investments
Sentry Investments
Ontario, Canada
$378M -$17.6M 6 3.18% Reduced
285
Axiom Investors
Axiom Investors
Connecticut
$377M +$6.96M 4 10.59% Increased
286
TPSF
Texas Permanent School Fund
Texas
$373M -$17.7M 20 5% Reduced
287
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$373M -$871K 15 5.39% Reduced
288
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$371M +$13.4M 20 5.76% Increased
289
Findlay Park Partners
Findlay Park Partners
United Kingdom
$369M -$11.5M 2 4.28% Reduced
290
Appaloosa LP
Appaloosa LP
New Jersey
$367M -$120M 1 8.33% Reduced
291
TPI
Tesco Pension Investment
United Kingdom
$365M +$359M 3 9.54% New
292
Suntrust Banks
Suntrust Banks
Georgia
$365M -$5.83M 17 2.28% Reduced
293
Pzena Investment Management
Pzena Investment Management
New York
$364M -$42.1M 2 2.22% Reduced
294
Natixis Advisors
Natixis Advisors
Massachusetts
$359M +$8.57M 19 4.65% Increased
295
VFA
Virtus Fund Advisers
Connecticut
$358M +$65M 9 3.17% Increased
296
KBC Group
KBC Group
Belgium
$358M +$37.2M 20 4.22% Increased
297
Tocqueville Asset Management
Tocqueville Asset Management
New York
$355M +$1.81M 11 4.27% Increased
298
Melvin Capital Management
Melvin Capital Management
New York
$355M +$30.4M 3 9.36% Increased
299
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$354M +$1.38M 6 9.93% Increased
300
Horizon Kinetics
Horizon Kinetics
New York
$354M -$14.2M 19 9.9% Reduced