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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
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$434M -$33.6M 8 8.04% Reduced
327
Scotia Capital
Scotia Capital
Ontario, Canada
$432M +$21M 12 5.26% Increased
328
WBC
Westpac Banking Corp
Australia
$430M +$23.2M 16 6.57% Increased
329
John W. Bristol & Co
John W. Bristol & Co
New York
$430M -$13.1M 6 11.11% Reduced
330
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$425M +$38.9M 22 7.28% Increased
331
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$425M -$61.8M 6 13.37% Reduced
332
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$422M -$32.5M 9 5.12% Reduced
333
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$422M +$3.55M 10 17.11% Increased
334
Creative Planning
Creative Planning
Kansas
$421M +$7.68M 20 1.42% Increased
335
TPSF
Texas Permanent School Fund
Texas
$419M -$3.3M 24 6.5% Reduced
336
Artemis Investment Management
Artemis Investment Management
United Kingdom
$414M +$29.9M 7 4.89% Increased
337
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$414M +$21.6M 42 6.98% Increased
338
LSCM
Light Street Capital Management
California
$409M +$51M 6 22.12% Increased
339
C
Consulta
United Kingdom
$408M +$69.6M 3 35.93% Increased
340
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$408M -$14.6M 6 4.11% Reduced
341
Balyasny Asset Management
Balyasny Asset Management
Illinois
$408M +$42.6M 26 2.61% Increased
342
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$407M -$37.4M 23 3.69% Reduced
343
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$405M +$141M 24 0.44% Increased
344
Utah Retirement Systems
Utah Retirement Systems
Utah
$404M -$1.98M 21 7.74% Reduced
345
Holocene Advisors
Holocene Advisors
New York
$402M +$138M 12 5.13% Increased
346
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$394M -$14M 7 19.33% Reduced
347
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$392M -$5.47M 8 12.83% Reduced
348
FP
FPR Partners
California
$388M +$13.7M 2 9.27% Increased
349
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$386M -$10.1M 8 4.12% Reduced
350
PGGM Investments
PGGM Investments
Netherlands
$386M -$110M 4 1.94% Reduced