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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
MCIM
Meadow Creek Investment Management
Georgia
$382M +$11.3M 21 9.24% Increased
302
IVA
International Value Advisers
$379M -$29.4M 6 12.06% Reduced
303
Melvin Capital Management
Melvin Capital Management
New York
$377M +$107M 4 6.48% Increased
304
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$376M -$9.21M 18 4.85% Reduced
305
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$366M +$19.7M 6 14.88% Increased
306
NSCM
New South Capital Management
Tennessee
$364M -$13.1M 2 8.44% Reduced
307
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$359M -$1.83M 7 2.27% Reduced
308
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$358M -$64.4M 6 16.5% Reduced
309
CAM
ClariVest Asset Management
California
$358M -$18M 14 8.95% Reduced
310
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$356M +$12.9M 7 12.5% Increased
311
Maverick Capital
Maverick Capital
Texas
$355M +$30.2M 5 4.53% Increased
312
SG Americas Securities
SG Americas Securities
New York
$355M -$36M 32 3.14% Reduced
313
Rockefeller Financial Services
Rockefeller Financial Services
New York
$351M -$5.35M 7 7.02% Reduced
314
M&T Bank
M&T Bank
New York
$347M -$19.2M 20 2.09% Reduced
315
PIA
Piedmont Investment Advisors
North Carolina
$346M -$18.5M 8 7.14% Reduced
316
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$345M +$3.36M 16 4.72% Increased
317
Sachem Head Capital Management
Sachem Head Capital Management
New York
$339M $0 2 10.98% Maintained
318
SA
SPO Advisory
California
$339M +$316M 1 6.11% New
319
ING Group
ING Group
Netherlands
$337M +$14M 13 6.11% Increased
320
Arizona State Retirement System
Arizona State Retirement System
Arizona
$337M -$147K 21 4.74% Reduced
321
TPI
Tesco Pension Investment
United Kingdom
$337M -$68.1M 2 11.12% Reduced
322
GH
GAM Holding
Switzerland
$335M +$22M 18 5.29% Increased
323
Suntrust Banks
Suntrust Banks
Georgia
$332M -$59.5M 16 2.11% Reduced
324
CLM
ClearBridge LLC (Maryland)
Maryland
$330M +$49.9M 6 7.1% Increased
325
MICM
Matthews International Capital Management
California
$329M -$517K 2 16.75% Reduced