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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
$5.91B +$460M 40 1.85% Increased
27
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$5.5B -$256M 12 5.04% Reduced
28
OppenheimerFunds
OppenheimerFunds
New York
$5.44B +$66.2M 12 6.03% Increased
29
Bank of America
Bank of America
North Carolina
$4.57B +$157M 47 1.46% Increased
30
UBS AM
UBS AM
Illinois
$4.47B +$18.5M 29 4.51% Increased
31
AllianceBernstein
AllianceBernstein
Tennessee
$4.45B -$952M 36 3.75% Reduced
32
Primecap Management
Primecap Management
California
$4.38B +$20.8M 4 4.8% Increased
33
LPU
Lansdowne Partners (UK)
United Kingdom
$4.3B +$4.07B 6 40.76% New
34
Franklin Resources
Franklin Resources
California
$4.19B -$42.2M 18 1.84% Reduced
35
American Century Companies
American Century Companies
Missouri
$3.99B +$61.3M 16 4.55% Increased
36
Deutsche Bank
Deutsche Bank
Germany
$3.95B +$133M 49 2.68% Increased
37
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$3.84B +$14.3M 4 5.74% Increased
38
Legal & General Group
Legal & General Group
United Kingdom
$3.51B -$38.5M 17 4.09% Reduced
39
Davis Selected Advisers
Davis Selected Advisers
Arizona
$3.49B +$176M 5 10.37% Increased
40
Winslow Capital Management
Winslow Capital Management
Minnesota
$3.45B -$188M 5 10.5% Reduced
41
BlackRock Advisors
BlackRock Advisors
Delaware
$3.42B +$27.8M 40 3.23% Increased
42
ClearBridge Investments
ClearBridge Investments
New York
$3.38B +$62.6M 18 3.8% Increased
43
Fisher Asset Management
Fisher Asset Management
Washington
$3.1B +$156M 8 6.51% Increased
44
BlackRock Investment Management
BlackRock Investment Management
Delaware
$2.97B +$54.4M 42 3.99% Increased
45
California Public Employees Retirement System
California Public Employees Retirement System
California
$2.92B -$1.26M 39 3.97% Reduced
46
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$2.9B +$77.8M 41 2.01% Increased
47
Artisan Partners
Artisan Partners
Wisconsin
$2.77B +$321M 8 4.79% Increased
48
Lazard Asset Management
Lazard Asset Management
New York
$2.76B +$201M 8 5.76% Increased
49
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$2.73B +$27.7M 12 11.08% Increased
50
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.73B -$71M 43 1.85% Reduced