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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
401
GQG Partners
GQG Partners
Florida
$258M +$159M 5 9.06% Increased
402
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$257M -$10.7M 11 6.51% Reduced
403
Creative Planning
Creative Planning
Kansas
$257M +$11.2M 14 1.2% Increased
404
RHBC
R.H. Bluestein & Co
Michigan
$257M -$11.8M 9 14.09% Reduced
405
Baird Financial Group
Baird Financial Group
Wisconsin
$257M +$401K 13 1.94% Increased
406
CAM
Contour Asset Management
New York
$256M +$75.7M 4 14.39% Increased
407
Ruffer LLP
Ruffer LLP
United Kingdom
$255M +$97.4M 2 10.96% Increased
408
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$250M -$16.8M 15 4.03% Reduced
409
Commerce Bank
Commerce Bank
Missouri
$248M +$7.86M 8 3.38% Increased
410
Boston Trust Walden
Boston Trust Walden
Massachusetts
$247M +$5.99M 5 3.85% Increased
411
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$247M +$7.57M 20 4.77% Increased
412
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$246M +$16.5M 17 4.79% Increased
413
ACPU
Arrowgrass Capital Partners (US)
Delaware
$246M -$109M 11 1.81% Reduced
414
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$245M -$44.8M 8 2.68% Reduced
415
Pendal Group
Pendal Group
Australia
$245M +$57.4M 8 3.18% Increased
416
Select Equity Group
Select Equity Group
New York
$244M -$139M 2 1.85% Reduced
417
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$241M +$2M 13 6.32% Increased
418
Carmignac Gestion
Carmignac Gestion
France
$240M -$155M 2 1.85% Reduced
419
Envestnet Asset Management
Envestnet Asset Management
Illinois
$239M -$16.1M 35 0.57% Reduced
420
NSCM
New South Capital Management
Tennessee
$239M +$12.1M 2 5.7% Increased
421
BAPIM
British Airways Pensions Investment Management
United Kingdom
$238M -$57.3M 7 7.21% Reduced
422
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$234M -$105M 6 8.1% Reduced
423
Douglas Lane & Associates
Douglas Lane & Associates
New York
$233M -$3.37M 9 5.34% Reduced
424
CLM
ClearBridge LLC (Maryland)
Maryland
$232M -$121M 6 5.03% Reduced
425
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$231M +$77.5M 2 6.58% Increased