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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
$5.09B +$158M 15 4.37% Increased
27
Sands Capital Management
Sands Capital Management
Virginia
$4.76B -$2.14B 5 11.33% Reduced
28
OppenheimerFunds
OppenheimerFunds
New York
$4.7B -$951M 11 5.23% Reduced
29
Primecap Management
Primecap Management
California
$4.56B +$127M 4 4.62% Increased
30
UBS AM
UBS AM
Illinois
$4.33B +$29.2M 30 4.12% Increased
31
AllianceBernstein
AllianceBernstein
Tennessee
$4.17B -$479M 37 3.47% Reduced
32
Bank of America
Bank of America
North Carolina
$4.17B -$752M 47 1.49% Reduced
33
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$4.16B -$8.8M 3 6.02% Reduced
34
Deutsche Bank
Deutsche Bank
Germany
$3.75B +$250M 47 2.31% Increased
35
Franklin Resources
Franklin Resources
California
$3.6B -$247M 19 1.63% Reduced
36
Davis Selected Advisers
Davis Selected Advisers
Arizona
$3.59B +$85.9M 5 11.6% Increased
37
Artisan Partners
Artisan Partners
Wisconsin
$3.38B +$103M 6 5.87% Increased
38
ClearBridge Investments
ClearBridge Investments
New York
$3.36B -$173M 20 3.54% Reduced
39
LPU
Lansdowne Partners (UK)
United Kingdom
$3.34B -$993M 6 30.06% Reduced
40
Legal & General Group
Legal & General Group
United Kingdom
$3.18B -$72.5M 33 3.75% Reduced
41
Fisher Asset Management
Fisher Asset Management
Washington
$3.15B +$8.7M 9 6.52% Increased
42
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$3.13B +$126M 45 2.05% Increased
43
Winslow Capital Management
Winslow Capital Management
Minnesota
$3.1B -$563M 5 9.58% Reduced
44
Lazard Asset Management
Lazard Asset Management
New York
$3.08B -$94.8M 10 6.58% Reduced
45
American Century Companies
American Century Companies
Missouri
$3.07B -$910M 16 3.47% Reduced
46
Harris Associates
Harris Associates
Illinois
$3.06B +$687M 6 4.75% Increased
47
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.94B +$102M 42 1.9% Increased
48
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.92B +$162M 6 7.87% Increased
49
Credit Suisse
Credit Suisse
Switzerland
$2.83B +$24.5M 41 2.52% Increased
50
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$2.8B -$406M 10 3.88% Reduced