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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
26
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$38B +$2.28B 69 5.66% Increased
27
Capital International Investors
Capital International Investors
California
$35.5B -$1.59B 10 7.33% Reduced
28
Franklin Resources
Franklin Resources
California
$33.6B -$2.53B 45 7.28% Reduced
29
UBS Group
UBS Group
Switzerland
$30B +$1.09B 78 3.82% Increased
30
Deutsche Bank
Deutsche Bank
Germany
$29.8B +$1.76B 54 8.65% Increased
31
Fisher Asset Management
Fisher Asset Management
Washington
$28.3B +$605M 11 8.44% Increased
32
Wells Fargo
Wells Fargo
California
$27.8B +$704M 65 4.51% Increased
33
Ameriprise
Ameriprise
Minnesota
$27.6B -$1.7B 44 5.57% Reduced
34
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$27.1B +$582M 51 4.91% Increased
35
AllianceBernstein
AllianceBernstein
Tennessee
$26.8B -$4.29B 48 8.87% Reduced
36
Jennison Associates
Jennison Associates
New York
$25.2B -$1.62B 8 15.09% Reduced
37
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$23.4B +$1.99B 19 10.37% Increased
38
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$22.7B +$3.9B 19 7.19% Increased
39
Jupiter Topco
Jupiter Topco
New York
$21.5B +$22.1B 35 8.75% New
40
Bank of Montreal
Bank of Montreal
Ontario, Canada
$20.6B +$505M 40 6.79% Increased
41
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$19.6B +$1.47B 26 10.88% Increased
42
SG Americas Securities
SG Americas Securities
New York
$19.6B +$7.18B 39 10.95% Increased
43
Swiss National Bank
Swiss National Bank
Switzerland
$19.3B -$1.05B 32 10.09% Reduced
44
HSBC Holdings
HSBC Holdings
United Kingdom
$19.3B +$1.1B 39 8.04% Increased
45
Barclays
Barclays
United Kingdom
$18.4B -$4.96B 61 3.54% Reduced
46
American Century Companies
American Century Companies
Missouri
$18.2B +$168M 41 8.04% Increased
47
Sanders Capital
Sanders Capital
Florida
$18B +$838M 3 18.06% Increased
48
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$17B -$191M 22 9.72% Reduced
49
Dodge & Cox
Dodge & Cox
California
$16.6B +$421M 11 8.67% Increased
50
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$15.9B +$72.1M 15 19.89% Increased