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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
Nuveen
Nuveen
North Carolina
$444M -$10.3M 17 2.9% Reduced
277
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$444M -$10.3M 23 5.33% Reduced
278
IVA
International Value Advisers
$443M -$7.04M 6 13.31% Reduced
279
Nomura Asset Management
Nomura Asset Management
Japan
$442M -$52M 14 5.71% Reduced
280
Farallon Capital Management
Farallon Capital Management
California
$441M +$4.49M 2 3.92% Increased
281
AL
AJO LP
Pennsylvania
$440M -$112M 9 1.91% Reduced
282
Westwood Holdings Group
Westwood Holdings Group
Texas
$434M -$543K 8 3.45% Reduced
283
Markel Group
Markel Group
Virginia
$434M +$22.8M 10 8.64% Increased
284
FP
FPR Partners
California
$434M +$3.55M 2 9.4% Increased
285
Ariel Investments
Ariel Investments
Illinois
$430M +$1.13M 6 5% Increased
286
Pinnacle Associates
Pinnacle Associates
New York
$429M -$12.6M 26 7.91% Reduced
287
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$427M +$69.5M 6 3.96% Increased
288
Pzena Investment Management
Pzena Investment Management
New York
$421M -$452K 3 2.23% Reduced
289
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$420M +$6.09M 9 9.72% Increased
290
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$419M -$106M 8 1.22% Reduced
291
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$416M -$3.29M 14 2.43% Reduced
292
Sentry Investments
Sentry Investments
Ontario, Canada
$415M +$42.8M 5 4.2% Increased
293
Tocqueville Asset Management
Tocqueville Asset Management
New York
$412M -$29M 14 4.73% Reduced
294
Generation Investment Management
Generation Investment Management
United Kingdom
$410M -$2.39M 2 3.94% Reduced
295
Horizon Kinetics
Horizon Kinetics
New York
$408M -$7.83M 19 11.99% Reduced
296
SSM
Sound Shore Management
Connecticut
$408M +$10.2M 3 6.67% Increased
297
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$407M +$9.69M 6 2.44% Increased
298
Sculptor Capital
Sculptor Capital
New York
$406M +$146M 4 1.97% Increased
299
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$406M -$15.9M 3 3.67% Reduced
300
Federated Hermes
Federated Hermes
Pennsylvania
$405M -$24M 29 1.16% Reduced