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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
351
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$260M -$1.17M 8 17.06% Reduced
352
TCM
Tybourne Capital Management
Hong Kong
$259M -$97.4M 1 13.42% Reduced
353
Markel Group
Markel Group
Virginia
$258M +$27.6M 10 6.8% Increased
354
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$257M -$9.26M 13 5.96% Reduced
355
NSCM
New South Capital Management
Tennessee
$256M +$12.4M 2 6.31% Increased
356
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$256M -$46.3M 10 2.85% Reduced
357
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$255M +$1.24M 16 2.86% Increased
358
GRQ
Gardner Russo & Quinn
Pennsylvania
$251M -$1.35M 4 2.11% Reduced
359
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$251M +$91.6M 15 1.69% Increased
360
HAM
HHR Asset Management
New Jersey
$248M -$14.5M 3 12.63% Reduced
361
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$247M +$368K 4 20.55% Increased
362
Wellcome Trust
Wellcome Trust
United Kingdom
$244M -$157K 2 5.56% Reduced
363
SCM
Shapiro Capital Management
Georgia
$244M -$19.7M 5 6.76% Reduced
364
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$243M +$4.17M 8 6.4% Increased
365
Dorsal Capital Management
Dorsal Capital Management
California
$243M +$66.8M 3 17.89% Increased
366
FAM
Foxhaven Asset Management
Virginia
$239M +$6.89M 3 25.76% Increased
367
HL Financial Services
HL Financial Services
Kentucky
$237M +$9.72M 9 5.59% Increased
368
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$236M -$21.6M 17 4.89% Reduced
369
GAM
GVO Asset Management
Switzerland
$236M +$38.3M 2 27.58% Increased
370
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$236M +$14.6M 9 6.08% Increased
371
Balyasny Asset Management
Balyasny Asset Management
Illinois
$235M +$41.1M 14 1.52% Increased
372
CIBC World Markets
CIBC World Markets
New York
$234M +$110M 11 6.08% Increased
373
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$234M -$7.9M 8 2.61% Reduced
374
HCM
Holland Capital Management
Illinois
$233M -$116M 2 9.02% Reduced
375
MAMU
Marathon Asset Management (UK)
United Kingdom
$232M +$537K 6 4.93% Increased