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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
376
Utah Retirement Systems
Utah Retirement Systems
Utah
$1.04B -$70M 17 9.88% Reduced
377
VF
Virtu Financial
New York
$1.04B +$57.3M 20 32.68% Increased
378
DSM Capital Partners
DSM Capital Partners
Florida
$1.03B -$246M 5 17.57% Reduced
379
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$1.03B -$66.4M 8 8.15% Reduced
380
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$1.02B +$11M 6 17.64% Increased
381
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$1.02B -$63.5M 14 10.09% Reduced
382
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$1.02B -$178M 16 6.39% Reduced
383
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$1.01B -$15.5M 7 11.37% Reduced
384
FAM
Foxhaven Asset Management
Virginia
$1B -$104M 3 26.84% Reduced
385
Caxton Associates (UK)
Caxton Associates (UK)
$995M +$307M 13 18.66% Increased
386
Maverick Capital
Maverick Capital
Texas
$991M +$126M 2 8.76% Increased
387
D1 Capital Partners
D1 Capital Partners
New York
$981M -$6.89M 5 2.82% Reduced
388
Lazard Frères Gestion
Lazard Frères Gestion
France
$980M +$43M 6 16.98% Increased
389
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$971M -$25.1M 7 18.96% Reduced
390
Quilter Plc
Quilter Plc
United Kingdom
$969M +$23.9M 5 14.58% Increased
391
ARK Investment Management
ARK Investment Management
Florida
$965M -$265M 7 6.27% Reduced
392
Rafferty Asset Management
Rafferty Asset Management
New York
$958M +$245M 14 2.18% Increased
393
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$954M -$107M 6 2.89% Reduced
394
OFI Invest Asset Management
OFI Invest Asset Management
France
$954M +$557M 8 9.52% Increased
395
Altshuler Shaham
Altshuler Shaham
Israel
$951M +$361M 10 11.83% Increased
396
Wealthfront Advisers
Wealthfront Advisers
California
$951M +$28M 15 1.83% Increased
397
Trexquant Investment
Trexquant Investment
Connecticut
$949M +$313M 23 5.59% Increased
398
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$944M -$108M 4 10.06% Reduced
399
Zacks Investment Management
Zacks Investment Management
Illinois
$944M -$50.6M 10 6.71% Reduced
400
ValueAct Holdings
ValueAct Holdings
California
$943M +$56M 2 16.73% Increased