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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
Markel Group
Markel Group
Virginia
$424M +$26.8M 10 9.04% Increased
277
Farallon Capital Management
Farallon Capital Management
California
$419M -$110M 3 4.35% Reduced
278
CCI
Columbus Circle Investors
$415M -$87.3M 4 6.86% Reduced
279
LT
Lindsell Train
United Kingdom
$412M +$56.6M 2 16.01% Increased
280
IVA
International Value Advisers
$411M +$14.1M 6 12.7% Increased
281
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$410M +$64.5M 17 2.83% Increased
282
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$409M -$178M 13 2.15% Reduced
283
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$409M -$40.1M 9 10.44% Reduced
284
CFM
Coronation Fund Managers
South Africa
$408M -$53.9M 5 12.57% Reduced
285
SSM
Sound Shore Management
Connecticut
$406M -$82.5M 3 6.66% Reduced
286
Pzena Investment Management
Pzena Investment Management
New York
$403M -$15.3M 3 2.21% Reduced
287
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$401M -$85.1M 17 2.63% Reduced
288
Generation Investment Management
Generation Investment Management
United Kingdom
$400M -$324M 2 4.07% Reduced
289
TPSF
Texas Permanent School Fund
Texas
$399M -$13.5M 21 5.26% Reduced
290
Two Sigma Investments
Two Sigma Investments
New York
$399M -$596M 23 1.44% Reduced
291
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$399M -$46M 3 3.9% Reduced
292
Horizon Kinetics
Horizon Kinetics
New York
$397M -$27.8M 19 13% Reduced
293
Marshall Wace North America
Marshall Wace North America
New York
$396M -$96.9M 15 2.89% Reduced
294
Dorsal Capital Management
Dorsal Capital Management
California
$396M +$91.2M 7 20.2% Increased
295
Carmignac Gestion
Carmignac Gestion
France
$387M -$94M 3 3.14% Reduced
296
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$387M -$30.7M 18 3.64% Reduced
297
MCIM
Meadow Creek Investment Management
Georgia
$384M -$19.1M 21 9.15% Reduced
298
DFO
Duquesne Family Office
New York
$381M +$166M 4 20.41% Increased
299
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$380M -$2.16M 7 2.41% Reduced
300
TGA
Trilogy Global Advisors
Florida
$379M -$35.6M 5 12.7% Reduced