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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
301
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$360M +$2.77M 12 10.53% Increased
302
Suntrust Banks
Suntrust Banks
Georgia
$359M -$14.6M 17 2.16% Reduced
303
SG Americas Securities
SG Americas Securities
New York
$355M +$241M 29 2.98% Increased
304
Axiom Investors
Axiom Investors
Connecticut
$354M -$10.1M 4 10.1% Reduced
305
VFA
Virtus Fund Advisers
Connecticut
$353M -$17.6M 9 2.98% Reduced
306
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$349M -$20.9M 16 4.87% Reduced
307
CI Investments Inc
CI Investments Inc
Ontario, Canada
$348M +$27.2M 3 3.8% Increased
308
MCIM
Meadow Creek Investment Management
Georgia
$339M +$339M 20 8.77% New
309
CAM
ClariVest Asset Management
California
$338M -$8.97M 12 9.03% Reduced
310
Third Point
Third Point
New York
$337M -$100M 1 3.31% Reduced
311
Point72 Asset Management
Point72 Asset Management
Connecticut
$337M -$501M 12 2.35% Reduced
312
Markel Group
Markel Group
Virginia
$336M +$25.3M 10 8.1% Increased
313
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$334M +$8.34M 6 2.14% Increased
314
M&T Bank
M&T Bank
New York
$333M -$1.27M 21 2.07% Reduced
315
LT
Lindsell Train
United Kingdom
$332M -$7.29M 2 16.29% Reduced
316
NSCM
New South Capital Management
Tennessee
$331M -$6.68M 2 7.9% Reduced
317
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$329M -$99.4M 7 5.67% Reduced
318
PIA
Piedmont Investment Advisors
North Carolina
$329M -$3.64M 15 6.76% Reduced
319
Hermes Investment Management
Hermes Investment Management
United Kingdom
$329M -$45.4M 9 5.61% Reduced
320
Rockefeller Financial Services
Rockefeller Financial Services
New York
$325M +$6.25M 7 6.61% Increased
321
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$318M +$1.66M 6 13.89% Increased
322
Sachem Head Capital Management
Sachem Head Capital Management
New York
$314M +$187M 2 12.01% Increased
323
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$311M +$101M 15 5.98% Increased
324
Davenport & Co
Davenport & Co
Virginia
$309M -$4.03M 12 4.44% Reduced
325
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$309M -$17.2M 15 4.21% Reduced