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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
CFM
Coronation Fund Managers
South Africa
$441M -$1.19M 6 15.29% Reduced
277
FP
FPR Partners
California
$438M -$5.72M 2 9.45% Reduced
278
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$437M -$1.49M 24 5.2% Reduced
279
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$436M +$6.02M 14 6.37% Increased
280
Hermes Investment Management
Hermes Investment Management
United Kingdom
$430M +$74.1M 8 6.95% Increased
281
Tocqueville Asset Management
Tocqueville Asset Management
New York
$427M -$723K 12 5.21% Reduced
282
Nomura Asset Management
Nomura Asset Management
Japan
$425M +$74.6M 16 5.99% Increased
283
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$421M -$30.4M 3 3.94% Reduced
284
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$419M +$52M 4 22.76% Increased
285
SAM
Scopus Asset Management
New York
$418M +$129M 6 6.34% Increased
286
Federated Hermes
Federated Hermes
Pennsylvania
$416M -$25.7M 29 1.19% Reduced
287
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$415M -$25.8M 9 11.52% Reduced
288
Ariel Investments
Ariel Investments
Illinois
$413M -$38.8M 6 4.86% Reduced
289
GA
Geneva Advisors
Illinois
$412M +$1.87M 8 7.35% Increased
290
Horizon Kinetics
Horizon Kinetics
New York
$409M -$3.28M 19 12.91% Reduced
291
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$405M -$2.96M 16 3.48% Reduced
292
John W. Bristol & Co
John W. Bristol & Co
New York
$404M -$38M 6 11.12% Reduced
293
Pzena Investment Management
Pzena Investment Management
New York
$399M +$63.3M 3 2.25% Increased
294
Markel Group
Markel Group
Virginia
$396M +$26.6M 10 8.93% Increased
295
TGA
Trilogy Global Advisors
Florida
$393M -$37M 5 13.15% Reduced
296
CCM
Criterion Capital Management
California
$392M -$59M 4 14.4% Reduced
297
TPSF
Texas Permanent School Fund
Texas
$392M -$10.1M 21 5.11% Reduced
298
Third Point
Third Point
New York
$386M +$25.2M 1 3.76% Increased
299
LT
Lindsell Train
United Kingdom
$385M +$8.8M 2 16.78% Increased
300
Sarasin & Partners
Sarasin & Partners
United Kingdom
$382M -$193M 3 7.44% Reduced