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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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$487M +$75.8M 17 3.12% Increased
302
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$484M +$50.2M 22 2.9% Increased
303
Two Sigma Investments
Two Sigma Investments
New York
$483M -$322M 23 1.62% Reduced
304
Candriam SCA
Candriam SCA
Luxembourg
$483M +$7.71M 18 6.03% Increased
305
Nomura Holdings
Nomura Holdings
Japan
$482M +$96.4M 25 2.13% Increased
306
PCM
Palestra Capital Management
New York
$479M -$109M 3 13.92% Reduced
307
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$477M +$50.4M 26 6.95% Increased
308
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$477M -$20.9M 27 5.81% Reduced
309
FAM
Foxhaven Asset Management
Virginia
$476M +$15.2M 5 20.91% Increased
310
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$475M -$748M 2 3.48% Reduced
311
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$472M +$217M 2 4.72% Increased
312
GRQ
Gardner Russo & Quinn
Pennsylvania
$470M +$108M 4 3.57% Increased
313
SSM
Sound Shore Management
Connecticut
$464M -$15.6M 3 8.99% Reduced
314
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$463M +$4.56M 21 5.32% Increased
315
MCIM
Meadow Creek Investment Management
Georgia
$456M +$30.1M 23 9.06% Increased
316
Maverick Capital
Maverick Capital
Texas
$454M +$50M 9 6.58% Increased
317
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$453M +$24.5M 30 3.48% Increased
318
Everett Harris & Co
Everett Harris & Co
California
$450M -$389K 9 11.27% Reduced
319
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$447M +$29.4M 32 9.2% Increased
320
Arizona State Retirement System
Arizona State Retirement System
Arizona
$445M +$4.38M 25 5.15% Increased
321
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$444M -$4.14M 16 6.15% Reduced
322
DFO
Duquesne Family Office
New York
$441M -$81.1M 5 13.09% Reduced
323
TPI
Tesco Pension Investment
United Kingdom
$440M +$57.8M 2 10.46% Increased
324
Samlyn Capital
Samlyn Capital
New York
$439M -$40.4M 7 9.27% Reduced
325
LCG
Luxor Capital Group
New York
$435M +$236M 5 17.76% Increased