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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
Dodge & Cox
Dodge & Cox
California
$4.86B +$189M 5 5.52% Increased
27
Morgan Stanley
Morgan Stanley
New York
$4.71B -$99M 38 2.23% Reduced
28
AllianceBernstein
AllianceBernstein
Tennessee
$4.56B -$44.7M 35 4.5% Reduced
29
Goldman Sachs
Goldman Sachs
New York
$4.48B -$370M 38 1.65% Reduced
30
Deutsche Bank
Deutsche Bank
Germany
$4.32B +$1.3B 44 3.19% Increased
31
Primecap Management
Primecap Management
California
$3.74B +$93.6M 4 4.92% Increased
32
UBS AM
UBS AM
Illinois
$3.25B -$146M 29 4.01% Reduced
33
Bank of America
Bank of America
North Carolina
$3.18B +$199M 45 1.27% Increased
34
American Century Companies
American Century Companies
Missouri
$3.13B -$125M 20 3.92% Reduced
35
BlackRock Advisors
BlackRock Advisors
Delaware
$3.06B -$226M 37 3.08% Reduced
36
Lansdowne Partners Limited Partnership
Lansdowne Partners Limited Partnership
United Kingdom
$3.03B +$270M 6 33.01% Increased
37
Legal & General Group
Legal & General Group
United Kingdom
$2.98B +$10.8M 17 3.92% Increased
38
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$2.94B -$18.3M 6 10.31% Reduced
39
Davis Selected Advisers
Davis Selected Advisers
Arizona
$2.92B -$437M 6 7.57% Reduced
40
Winslow Capital Management
Winslow Capital Management
Minnesota
$2.89B -$212M 4 9.39% Reduced
41
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$2.87B -$442M 9 5.47% Reduced
42
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$2.87B +$122M 4 5.04% Increased
43
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.86B +$90.7M 44 2.2% Increased
44
ClearBridge Investments
ClearBridge Investments
New York
$2.8B -$4.25M 18 3.91% Reduced
45
Franklin Resources
Franklin Resources
California
$2.75B +$226M 15 1.46% Increased
46
Fisher Asset Management
Fisher Asset Management
Washington
$2.47B +$16.6K 8 6.09% Increased
47
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$2.32B +$38.5M 42 2.01% Increased
48
Lazard Asset Management
Lazard Asset Management
New York
$2.31B -$412M 8 5.47% Reduced
49
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$2.24B +$50.4M 9 10.59% Increased
50
Managed Account Advisors
Managed Account Advisors
New Jersey
$2.21B +$35.4M 28 3.24% Increased