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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
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$5.72B -$700M 14 5.39% Reduced
27
AllianceBernstein
AllianceBernstein
Tennessee
$5.41B -$43.6M 36 4.83% Reduced
28
Dodge & Cox
Dodge & Cox
California
$5.39B -$312M 5 5.61% Reduced
29
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$5.12B +$2.21B 8 11.56% Increased
30
OppenheimerFunds
OppenheimerFunds
New York
$5.06B -$4.65B 14 6.14% Reduced
31
Primecap Management
Primecap Management
California
$4.49B -$17.5M 4 5.4% Reduced
32
Bank of America
Bank of America
North Carolina
$4.12B +$290M 47 1.48% Increased
33
UBS AM
UBS AM
Illinois
$4.1B +$76.7M 29 4.69% Increased
34
Deutsche Bank
Deutsche Bank
Germany
$4.1B -$1.07B 45 2.95% Reduced
35
Winslow Capital Management
Winslow Capital Management
Minnesota
$4.03B +$374M 5 11.88% Increased
36
Lansdowne Partners Limited Partnership
Lansdowne Partners Limited Partnership
United Kingdom
$4.01B +$284M 6 34.73% Increased
37
American Century Companies
American Century Companies
Missouri
$3.95B +$123M 19 4.65% Increased
38
Franklin Resources
Franklin Resources
California
$3.88B +$560M 16 1.9% Increased
39
Legal & General Group
Legal & General Group
United Kingdom
$3.62B +$4.18M 17 4.38% Increased
40
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$3.54B +$122M 9 5.7% Increased
41
Davis Selected Advisers
Davis Selected Advisers
Arizona
$3.54B -$123M 5 8.65% Reduced
42
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$3.43B +$18.6M 4 5.47% Increased
43
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.4B +$130M 41 2.42% Increased
44
BlackRock Advisors
BlackRock Advisors
Delaware
$3.29B -$376M 36 3.16% Reduced
45
ClearBridge Investments
ClearBridge Investments
New York
$3.27B +$81.1M 18 4.07% Increased
46
Fisher Asset Management
Fisher Asset Management
Washington
$3.02B -$13.4M 8 6.84% Reduced
47
Coatue Management
Coatue Management
New York
$2.83B +$259M 6 27.7% Increased
48
BlackRock Investment Management
BlackRock Investment Management
Delaware
$2.81B +$191M 37 4.16% Increased
49
California Public Employees Retirement System
California Public Employees Retirement System
California
$2.79B +$436M 42 4.05% Increased
50
Credit Suisse
Credit Suisse
Switzerland
$2.78B +$356M 37 2.52% Increased