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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
Bank of America
Bank of America
North Carolina
$5.26B +$791M 49 1.77% Increased
27
Primecap Management
Primecap Management
California
$5.12B +$52.1M 4 5% Increased
28
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$4.79B +$171M 3 7.15% Increased
29
AllianceBernstein
AllianceBernstein
Tennessee
$4.68B +$283M 38 3.79% Increased
30
Deutsche Bank
Deutsche Bank
Germany
$4.65B +$660M 49 2.89% Increased
31
OppenheimerFunds
OppenheimerFunds
New York
$4.57B -$53.9M 12 5.1% Reduced
32
UBS AM
UBS AM
Illinois
$4.51B -$145M 30 4.35% Reduced
33
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$4.44B -$912M 13 3.65% Reduced
34
Sands Capital Management
Sands Capital Management
Virginia
$4.41B -$222M 4 10.5% Reduced
35
ClearBridge Investments
ClearBridge Investments
New York
$4.04B +$402M 20 4.19% Increased
36
Franklin Resources
Franklin Resources
California
$3.74B -$111M 20 1.7% Reduced
37
Davis Selected Advisers
Davis Selected Advisers
Arizona
$3.68B -$280M 4 12.53% Reduced
38
Harris Associates
Harris Associates
Illinois
$3.59B +$190M 6 5.66% Increased
39
Winslow Capital Management
Winslow Capital Management
Minnesota
$3.46B +$210M 5 10.66% Increased
40
Fisher Asset Management
Fisher Asset Management
Washington
$3.45B +$60.2M 9 6.9% Increased
41
Legal & General Group
Legal & General Group
United Kingdom
$3.36B -$34.2M 35 4.02% Reduced
42
Artisan Partners
Artisan Partners
Wisconsin
$3.34B +$64.2M 7 6% Increased
43
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$3.32B +$32.3M 41 2.1% Increased
44
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$3.31B +$411M 8 4.6% Increased
45
Lazard Asset Management
Lazard Asset Management
New York
$3.2B +$101M 10 6.89% Increased
46
American Century Companies
American Century Companies
Missouri
$3.15B -$18.1M 17 3.52% Reduced
47
LPU
Lansdowne Partners (UK)
United Kingdom
$3.05B -$539M 7 27.44% Reduced
48
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.94B -$301M 5 8.77% Reduced
49
Carmignac Gestion
Carmignac Gestion
France
$2.93B +$758M 4 25.97% Increased
50
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.89B +$10.5M 44 2.02% Increased