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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
$5.62B -$238M 40 1.79% Reduced
27
OppenheimerFunds
OppenheimerFunds
New York
$5.59B -$287M 13 6.14% Reduced
28
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$5.04B -$391M 14 4.6% Reduced
29
Bank of America
Bank of America
North Carolina
$4.93B +$268M 46 1.59% Increased
30
AllianceBernstein
AllianceBernstein
Tennessee
$4.69B +$222M 37 3.95% Increased
31
Primecap Management
Primecap Management
California
$4.57B +$97.4M 4 4.89% Increased
32
UBS AM
UBS AM
Illinois
$4.45B -$32.5M 30 4.42% Reduced
33
LPU
Lansdowne Partners (UK)
United Kingdom
$4.37B +$32.1M 6 39.24% Increased
34
American Century Companies
American Century Companies
Missouri
$4.05B +$10.5M 15 4.73% Increased
35
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$3.96B -$14.6M 4 5.87% Reduced
36
Franklin Resources
Franklin Resources
California
$3.88B -$199M 18 1.77% Reduced
37
Davis Selected Advisers
Davis Selected Advisers
Arizona
$3.79B +$295M 5 11.78% Increased
38
Winslow Capital Management
Winslow Capital Management
Minnesota
$3.72B +$144M 6 11.37% Increased
39
Deutsche Bank
Deutsche Bank
Germany
$3.58B -$334M 48 2.22% Reduced
40
ClearBridge Investments
ClearBridge Investments
New York
$3.5B +$132M 20 3.85% Increased
41
Legal & General Group
Legal & General Group
United Kingdom
$3.35B -$170M 32 4.02% Reduced
42
Artisan Partners
Artisan Partners
Wisconsin
$3.23B +$157M 9 5.76% Increased
43
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$3.21B +$822M 9 4.44% Increased
44
Fisher Asset Management
Fisher Asset Management
Washington
$3.15B +$8.71M 9 6.71% Increased
45
BlackRock Advisors
BlackRock Advisors
Delaware
$3.02B -$434M 43 3% Reduced
46
Lazard Asset Management
Lazard Asset Management
New York
$3.01B +$29M 9 6.47% Increased
47
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.95B +$1.4B 6 7.82% Increased
48
California Public Employees Retirement System
California Public Employees Retirement System
California
$2.91B -$45.7M 40 4.02% Reduced
49
Credit Suisse
Credit Suisse
Switzerland
$2.9B +$389M 40 2.36% Increased
50
BlackRock Investment Management
BlackRock Investment Management
Delaware
$2.86B -$124M 43 4% Reduced