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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
Arizona State Retirement System
Arizona State Retirement System
Arizona
$429M +$14.8M 21 4.18% Increased
302
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$425M +$4.24M 19 2.6% Increased
303
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$422M -$8.22M 6 2.45% Reduced
304
OH
Overlook Holdings
British Virgin Islands
$421M -$136M 2 100% Reduced
305
OA
Omega Advisors
New York
$415M +$98.1M 6 15.54% Increased
306
PIM
Platinum Investment Management
Australia
$414M -$175M 3 10.99% Reduced
307
DSM Capital Partners
DSM Capital Partners
Florida
$414M -$18.4M 2 5.76% Reduced
308
FP
FPR Partners
California
$412M +$1.54M 2 8.85% Increased
309
M&T Bank
M&T Bank
New York
$410M -$3.25M 23 2.15% Reduced
310
Sentry Investments
Sentry Investments
Ontario, Canada
$406M -$37.9M 5 5.15% Reduced
311
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$406M +$26.5M 7 14.93% Increased
312
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$404M -$8.11M 14 5.12% Reduced
313
MetLife Investment Management
MetLife Investment Management
New Jersey
$403M +$386M 26 4.56% New
314
PGGM Investments
PGGM Investments
Netherlands
$403M +$77.3M 4 2.26% Increased
315
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$398M +$828K 5 4.62% Increased
316
Pinnacle Associates
Pinnacle Associates
New York
$397M -$49.5M 26 7.63% Reduced
317
Manning & Napier Group
Manning & Napier Group
New York
$394M +$376M 4 3.54% New
318
TPI
Tesco Pension Investment
United Kingdom
$391M -$17.7M 2 10.37% Reduced
319
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$389M -$13.5M 9 6.62% Reduced
320
LSV Asset Management
LSV Asset Management
Illinois
$387M +$25M 12 0.61% Increased
321
PIA
Piedmont Investment Advisors
North Carolina
$383M -$1.11M 16 7.69% Reduced
322
MCIM
Meadow Creek Investment Management
Georgia
$382M -$23.9M 24 8.31% Reduced
323
FAM
Foxhaven Asset Management
Virginia
$382M -$123M 3 26.48% Reduced
324
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$379M -$35.5M 5 9.59% Reduced
325
Maverick Capital
Maverick Capital
Texas
$379M -$199M 3 4.78% Reduced