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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
326
Sarasin & Partners
Sarasin & Partners
United Kingdom
$338M -$66.6M 3 6.61% Reduced
327
Everett Harris & Co
Everett Harris & Co
California
$337M +$3.36M 7 10.42% Increased
328
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$336M -$39.9M 6 11.85% Reduced
329
Seizert Capital Partners
Seizert Capital Partners
Michigan
$336M -$731K 7 12.14% Reduced
330
PIA
Piedmont Investment Advisors
North Carolina
$335M -$32.2M 14 7.43% Reduced
331
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$333M +$47.5M 13 6.71% Increased
332
LPL Financial
LPL Financial
California
$332M +$246M 21 1.26% Increased
333
SIG
Senator Investment Group
New York
$332M +$45.8M 1 3.74% Increased
334
SCM
Steadfast Capital Management
New York
$330M +$42.3M 4 6.04% Increased
335
GH
GAM Holding
Switzerland
$329M -$20.3M 19 4.86% Reduced
336
Wellcome Trust
Wellcome Trust
United Kingdom
$327M $0 1 5.57% Maintained
337
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$325M +$6.39M 6 9.15% Increased
338
HP
Hound Partners
New York
$320M -$205M 2 8.09% Reduced
339
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$320M +$8.82M 8 19.47% Increased
340
TCP
Tourbillon Capital Partners
New York
$319M -$209M 4 6.14% Reduced
341
Banco Santander
Banco Santander
Spain
$319M +$191M 6 6.26% Increased
342
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$318M +$19M 5 3.84% Increased
343
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$318M +$38M 15 5.36% Increased
344
MICM
Matthews International Capital Management
California
$317M -$23.3M 3 14.42% Reduced
345
EP
Elkfork Partners
Oregon
$313M -$15.8M 17 9.43% Reduced
346
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$312M -$29M 12 10.82% Reduced
347
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$310M -$28.4M 11 5.98% Reduced
348
LSV Asset Management
LSV Asset Management
Illinois
$309M +$86.5M 13 0.55% Increased
349
Maverick Capital
Maverick Capital
Texas
$308M -$76.6M 4 3.86% Reduced
350
HCM
Hitchwood Capital Management
New York
$306M +$75.8M 4 12.6% Increased