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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
GQG Partners
GQG Partners
Florida
$532M +$173M 5 12.69% Increased
277
DFO
Duquesne Family Office
New York
$531M -$121M 3 25.61% Reduced
278
KCM
Kensico Capital Management
Connecticut
$524M -$86.7M 3 8.55% Reduced
279
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$522M +$11.5M 7 17.37% Increased
280
Balyasny Asset Management
Balyasny Asset Management
Illinois
$519M -$208M 30 2.36% Reduced
281
Nuveen
Nuveen
North Carolina
$509M -$38.4M 20 3.2% Reduced
282
Tocqueville Asset Management
Tocqueville Asset Management
New York
$509M +$7.47M 15 6.45% Increased
283
Federated Hermes
Federated Hermes
Pennsylvania
$506M +$33.7M 32 1.48% Increased
284
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$502M +$12.4M 18 2.83% Increased
285
Arizona State Retirement System
Arizona State Retirement System
Arizona
$497M -$1.71M 22 5% Reduced
286
LSV Asset Management
LSV Asset Management
Illinois
$493M +$31.7M 14 0.77% Increased
287
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$492M +$38.8M 24 2.5% Increased
288
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$492M -$103M 17 7.55% Reduced
289
PIM
Platinum Investment Management
Australia
$484M +$63M 3 11.45% Increased
290
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$482M -$7.14M 23 5.7% Reduced
291
ClariVest Asset Management
ClariVest Asset Management
California
$482M -$18.7M 11 8.33% Reduced
292
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$477M +$35.6M 22 2.49% Increased
293
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$476M +$32M 5 5.91% Increased
294
CIBC World Markets
CIBC World Markets
New York
$476M -$138M 14 4.11% Reduced
295
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$476M +$132M 8 21.88% Increased
296
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$473M -$40.6M 8 9.29% Reduced
297
FAM
Foxhaven Asset Management
Virginia
$473M +$11.9M 2 29.22% Increased
298
Ariel Investments
Ariel Investments
Illinois
$473M +$43.2M 5 5.31% Increased
299
MetLife Investment Management
MetLife Investment Management
New Jersey
$472M -$8.22M 26 5.57% Reduced
300
Texas Permanent School Fund
Texas Permanent School Fund
Texas
$471M -$26.3M 21 6.43% Reduced