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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
Wellcome Trust
Wellcome Trust
United Kingdom
$377M $0 1 5.7% Maintained
327
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$375M -$35M 6 3.3% Reduced
328
HCM
Highline Capital Management
New York
$375M +$7.92M 3 12.42% Increased
329
GQG Partners
GQG Partners
Florida
$373M +$90.2M 5 11.74% Increased
330
Everett Harris & Co
Everett Harris & Co
California
$372M +$1.42M 8 10.37% Increased
331
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$371M -$12.5M 6 15.44% Reduced
332
CFM
Coronation Fund Managers
South Africa
$370M -$43M 4 11.69% Reduced
333
Dorsal Capital Management
Dorsal Capital Management
California
$370M +$20.2M 5 18.26% Increased
334
Horizon Kinetics
Horizon Kinetics
New York
$367M -$25.6M 19 10.77% Reduced
335
CCI
Columbus Circle Investors
$367M -$23.5M 4 6.97% Reduced
336
John W. Bristol & Co
John W. Bristol & Co
New York
$361M -$5.73M 5 10.23% Reduced
337
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$356M +$1.74M 15 5.87% Increased
338
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$355M -$72.3M 7 19.33% Reduced
339
Suntrust Banks
Suntrust Banks
Georgia
$346M -$43.7M 17 2.01% Reduced
340
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$345M -$946K 15 2.97% Reduced
341
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$344M -$1.92M 8 12.47% Reduced
342
Voloridge Investment Management
Voloridge Investment Management
Florida
$342M -$28.8M 8 7.44% Reduced
343
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$342M +$18.7M 15 1.87% Increased
344
TP
Thunderbird Partners
United Kingdom
$336M +$15.2M 3 41.68% Increased
345
Williams Jones & Associates
Williams Jones & Associates
New York
$335M -$25.8M 10 7.6% Reduced
346
Scharf Investments
Scharf Investments
California
$334M +$134M 3 7.58% Increased
347
Seizert Capital Partners
Seizert Capital Partners
Michigan
$333M +$9.69M 9 11.98% Increased
348
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$333M -$16.9M 11 6.16% Reduced
349
SSM
Sound Shore Management
Connecticut
$331M -$91.8M 2 5.05% Reduced
350
Waverton Investment Management
Waverton Investment Management
United Kingdom
$329M -$19.8M 6 19.27% Reduced