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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
Voloridge Investment Management
Voloridge Investment Management
Florida
$354M +$275M 7 7.91% Increased
327
LSV Asset Management
LSV Asset Management
Illinois
$350M +$51.7M 13 0.58% Increased
328
CCI
Columbus Circle Investors
$350M -$90.5M 4 5.95% Reduced
329
HCM
Highline Capital Management
New York
$349M +$110M 3 9.9% Increased
330
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$347M -$3.52M 6 13.34% Reduced
331
Dorsal Capital Management
Dorsal Capital Management
California
$347M -$46.3M 5 18.02% Reduced
332
Wellcome Trust
Wellcome Trust
United Kingdom
$345M $0 1 5.51% Maintained
333
PIA
Piedmont Investment Advisors
North Carolina
$345M +$4.67M 15 7.32% Increased
334
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$343M +$5.65M 12 6.54% Increased
335
Simplex Trading
Simplex Trading
Illinois
$342M +$25.2M 25 13.98% Increased
336
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$339M -$50.1M 6 14.74% Reduced
337
NSLI
Nan Shan Life Insurance
Taiwan
$339M +$190M 2 7.01% Increased
338
Everett Harris & Co
Everett Harris & Co
California
$336M -$2.17M 7 10.08% Reduced
339
Seizert Capital Partners
Seizert Capital Partners
Michigan
$335M +$10.6M 7 12.31% Increased
340
John W. Bristol & Co
John W. Bristol & Co
New York
$332M -$56.3M 5 9.58% Reduced
341
CAM
ClariVest Asset Management
California
$329M -$43.4M 10 7.62% Reduced
342
Williams Jones & Associates
Williams Jones & Associates
New York
$328M -$12.8M 12 8.06% Reduced
343
ING Group
ING Group
Netherlands
$326M +$47.1M 14 6.27% Increased
344
Waverton Investment Management
Waverton Investment Management
United Kingdom
$325M -$4.33M 7 20.2% Reduced
345
Banco Santander
Banco Santander
Spain
$319M -$1.88M 6 5.26% Reduced
346
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$318M -$4.92M 15 5.21% Reduced
347
HCM
Hitchwood Capital Management
New York
$317M -$5.46M 4 13.56% Reduced
348
TP
Thunderbird Partners
United Kingdom
$317M +$121M 3 39.56% Increased
349
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$316M -$637K 9 11.2% Reduced
350
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$315M -$27.8M 8 3.47% Reduced