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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
451
Phoenix Financial
Phoenix Financial
Israel
$775M -$209M 10 5.29% Reduced
452
KCM
Kensico Capital Management
Connecticut
$773M -$23.6M 2 13.25% Reduced
453
HM Payson & Co
HM Payson & Co
Maine
$768M -$9.09M 16 10.18% Reduced
454
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$766M -$174M 2 11.87% Reduced
455
Local Pensions Partnership Investment
Local Pensions Partnership Investment
United Kingdom
$766M -$117M 2 16.07% Reduced
456
Ethic Inc
Ethic Inc
New York
$762M +$54.4M 27 9.5% Increased
457
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$761M -$8.14M 28 3.79% Reduced
458
Congress Asset Management
Congress Asset Management
Massachusetts
$755M -$32.9M 6 4.65% Reduced
459
Dorsal Capital Management
Dorsal Capital Management
California
$749M +$195M 4 26.53% Increased
460
MC
Metropolis Capital
United Kingdom
$747M +$255M 4 21.66% Increased
461
Select Equity Group
Select Equity Group
New York
$746M +$306M 6 3.69% Increased
462
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$743M +$41.7M 5 10.96% Increased
463
Mutual of America Capital Management
Mutual of America Capital Management
New York
$743M -$3.76M 26 7.23% Reduced
464
Boston Trust Walden
Boston Trust Walden
Massachusetts
$740M -$29M 8 5.64% Reduced
465
Regions Financial Corp
Regions Financial Corp
Alabama
$738M -$21.5M 13 4.4% Reduced
466
Soros Fund Management
Soros Fund Management
New York
$737M -$121M 9 9.06% Reduced
467
Groupama Asset Management
Groupama Asset Management
France
$733M +$67.8M 11 9.21% Increased
468
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$732M -$2.06M 8 10.36% Reduced
469
HBK Investments
HBK Investments
Texas
$729M +$207M 6 7.08% Increased
470
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$727M +$144M 13 7.63% Increased
471
GAMH
Greenwoods Asset Management (HK)
Hong Kong
$724M -$915M 2 33.12% Reduced
472
M&G plc
M&G plc
United Kingdom
$721M -$97.9M 10 3.59% Reduced
473
National Philanthropic Trust
National Philanthropic Trust
Pennsylvania
$716M -$1.38B 8 10.35% Reduced
474
CAM
Contour Asset Management
New York
$715M +$122M 4 16.93% Increased
475
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$712M -$12.3M 19 7.02% Reduced