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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
TPSF
Texas Permanent School Fund
Texas
$403M -$1.75M 21 5.17% Reduced
302
CFM
Coronation Fund Managers
South Africa
$403M -$86.1M 5 12.02% Reduced
303
DSM Capital Partners
DSM Capital Partners
Florida
$400M -$177M 2 5.67% Reduced
304
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$397M -$36.1M 20 2.49% Reduced
305
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$394M +$11.4M 19 1.69% Increased
306
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$393M +$11.2M 17 4.79% Increased
307
Rockefeller Financial Services
Rockefeller Financial Services
New York
$393M +$2.31M 8 7.48% Increased
308
MC
Maplelane Capital
New York
$392M +$128M 5 7.7% Increased
309
CCM
Criterion Capital Management
California
$391M +$74.7M 4 16.6% Increased
310
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$390M +$60.9M 7 19.08% Increased
311
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$389M -$12.4M 8 6.78% Reduced
312
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$388M +$17.5M 5 20.17% Increased
313
DFO
Duquesne Family Office
New York
$387M -$2.8M 3 17.59% Reduced
314
TPI
Tesco Pension Investment
United Kingdom
$383M $0 2 11% Maintained
315
SIG
Senator Investment Group
New York
$379M +$32.9M 2 5.04% Increased
316
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$379M -$22.1M 19 3.54% Reduced
317
M&T Bank
M&T Bank
New York
$376M -$271K 21 2.04% Reduced
318
LPL Financial
LPL Financial
California
$375M +$37.1M 24 1.32% Increased
319
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$372M -$3.79M 15 4.88% Reduced
320
Arizona State Retirement System
Arizona State Retirement System
Arizona
$372M +$7.59M 21 4.45% Increased
321
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$369M +$39.3M 5 10.11% Increased
322
MCIM
Meadow Creek Investment Management
Georgia
$368M -$17.9M 22 8.56% Reduced
323
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$364M +$53.8M 5 4.37% Increased
324
Marshall Wace North America
Marshall Wace North America
New York
$361M -$44.1M 15 2.29% Reduced
325
Suntrust Banks
Suntrust Banks
Georgia
$357M +$4.81M 17 2.12% Increased