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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
Goldman Sachs
Goldman Sachs
New York
$5.29B -$466M 41 1.73% Reduced
27
AllianceBernstein
AllianceBernstein
Tennessee
$5.2B +$9.86M 36 4.49% Increased
28
Dodge & Cox
Dodge & Cox
California
$4.88B -$292M 5 4.99% Reduced
29
OppenheimerFunds
OppenheimerFunds
New York
$4.79B +$57.6M 13 5.65% Increased
30
UBS AM
UBS AM
Illinois
$4.28B +$375M 28 4.57% Increased
31
Primecap Management
Primecap Management
California
$4.27B -$312M 4 4.84% Reduced
32
Bank of America
Bank of America
North Carolina
$4.21B +$242M 47 1.56% Increased
33
Lansdowne Partners Limited Partnership
Lansdowne Partners Limited Partnership
United Kingdom
$4.14B +$335M 6 34.78% Increased
34
Franklin Resources
Franklin Resources
California
$4.09B +$388M 17 1.93% Increased
35
American Century Companies
American Century Companies
Missouri
$3.74B -$93.1M 16 4.42% Reduced
36
Deutsche Bank
Deutsche Bank
Germany
$3.66B -$315M 45 2.6% Reduced
37
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$3.58B $0 4 5.57% Maintained
38
Winslow Capital Management
Winslow Capital Management
Minnesota
$3.48B -$315M 7 10.88% Reduced
39
Legal & General Group
Legal & General Group
United Kingdom
$3.42B -$74.9M 17 4.15% Reduced
40
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$3.42B +$61.3M 8 5.19% Increased
41
ClearBridge Investments
ClearBridge Investments
New York
$3.3B +$64.1M 18 3.92% Increased
42
BlackRock Advisors
BlackRock Advisors
Delaware
$3.19B -$3.26M 35 3.13% Reduced
43
Davis Selected Advisers
Davis Selected Advisers
Arizona
$3.17B -$350M 5 8.73% Reduced
44
Fisher Asset Management
Fisher Asset Management
Washington
$2.83B -$36.9M 8 6.37% Reduced
45
BlackRock Investment Management
BlackRock Investment Management
Delaware
$2.78B +$65.6M 36 4.04% Increased
46
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.77B -$470M 39 2.03% Reduced
47
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$2.7B +$39.6M 41 2.02% Increased
48
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.63B +$1.14B 36 1.22% Increased
49
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$2.56B -$2.56B 13 10.93% Reduced
50
Managed Account Advisors
Managed Account Advisors
New Jersey
$2.55B -$20.2M 31 3.31% Reduced