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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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$5.33B +$160M 3 8.12% Increased
27
Bank of America
Bank of America
North Carolina
$5.27B -$239M 49 1.72% Reduced
28
Primecap Management
Primecap Management
California
$5.15B -$28.3M 5 5.06% Reduced
29
AllianceBernstein
AllianceBernstein
Tennessee
$5.04B +$151M 34 4.16% Increased
30
UBS AM
UBS AM
Illinois
$4.75B +$4.23M 31 4.55% Increased
31
Deutsche Bank
Deutsche Bank
Germany
$4.69B -$161M 47 2.99% Reduced
32
ClearBridge Investments
ClearBridge Investments
New York
$4.38B +$177M 20 4.64% Increased
33
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$4.23B -$342M 15 3.48% Reduced
34
Franklin Resources
Franklin Resources
California
$4.2B +$389M 20 1.91% Increased
35
Davis Selected Advisers
Davis Selected Advisers
Arizona
$3.8B -$95M 5 13.3% Reduced
36
OppenheimerFunds
OppenheimerFunds
New York
$3.77B -$780M 11 4.33% Reduced
37
Sands Capital Management
Sands Capital Management
Virginia
$3.76B -$503M 4 9.24% Reduced
38
Fisher Asset Management
Fisher Asset Management
Washington
$3.74B +$45.5M 8 7.27% Increased
39
Lazard Asset Management
Lazard Asset Management
New York
$3.65B +$128M 11 7.64% Increased
40
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$3.63B +$165M 41 2.22% Increased
41
Legal & General Group
Legal & General Group
United Kingdom
$3.61B +$68.6M 35 4.24% Increased
42
American Century Companies
American Century Companies
Missouri
$3.49B +$232M 19 3.93% Increased
43
Harris Associates
Harris Associates
Illinois
$3.48B -$274M 6 5.56% Reduced
44
LPU
Lansdowne Partners (UK)
United Kingdom
$3.48B +$25.8M 7 29.68% Increased
45
Artisan Partners
Artisan Partners
Wisconsin
$3.41B +$77.1M 7 6.29% Increased
46
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$3.41B +$93.7M 8 4.86% Increased
47
Viking Global Investors
Viking Global Investors
Connecticut
$3.32B +$1.47B 3 12.55% Increased
48
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.23B +$199M 48 2.23% Increased
49
Winslow Capital Management
Winslow Capital Management
Minnesota
$3.18B -$391M 5 10.58% Reduced
50
BlackRock Investment Management
BlackRock Investment Management
Delaware
$3.18B +$189M 44 3.95% Increased