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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
Swiss Life Asset Management
Swiss Life Asset Management
$579M +$1.69M 12 6.99% Increased
277
TBC
Tweedy, Browne Co
Connecticut
$577M +$133M 5 20.37% Increased
278
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$571M -$846K 5 6.86% Reduced
279
SCM
Shapiro Capital Management
Georgia
$570M +$53.7M 5 12.67% Increased
280
PointState Capital
PointState Capital
New York
$558M +$74.1M 8 11.69% Increased
281
HighTower Advisors
HighTower Advisors
Illinois
$558M +$46.9M 28 3.32% Increased
282
GQG Partners
GQG Partners
Florida
$557M +$254M 2 6% Increased
283
Point72 Asset Management
Point72 Asset Management
Connecticut
$549M -$1.07B 17 2.87% Reduced
284
M&T Bank
M&T Bank
New York
$547M +$478K 25 2.86% Increased
285
Sterling Capital Management
Sterling Capital Management
North Carolina
$538M -$7.44M 13 5.19% Reduced
286
CCM
Cadian Capital Management
New York
$534M -$85.3M 4 24.1% Reduced
287
AIM
Allen Investment Management
New York
$532M +$46.6M 9 15.19% Increased
288
Marsico Capital Management
Marsico Capital Management
Colorado
$529M -$63.4M 5 18.88% Reduced
289
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$525M -$20.9M 17 6.16% Reduced
290
SCM
Steadfast Capital Management
New York
$521M -$34.4M 4 6.95% Reduced
291
Comerica Bank
Comerica Bank
Texas
$520M +$5.25M 37 4.17% Increased
292
Skye Global Management
Skye Global Management
Florida
$518M +$226M 5 55.05% Increased
293
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$513M +$1.04M 18 8.56% Increased
294
Suntrust Banks
Suntrust Banks
Georgia
$511M +$16.3M 19 2.66% Increased
295
CAM
ClariVest Asset Management
California
$508M -$42.4M 17 11.46% Reduced
296
Tocqueville Asset Management
Tocqueville Asset Management
New York
$502M -$18.5M 15 6.5% Reduced
297
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$499M -$132M 3 7.51% Reduced
298
ING Group
ING Group
Netherlands
$496M +$70.2M 16 8.63% Increased
299
Hosking Partners
Hosking Partners
United Kingdom
$494M +$14.6M 12 12.05% Increased
300
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$489M +$4.04M 9 4.99% Increased