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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
Dodge & Cox
Dodge & Cox
California
$6.61B +$245M 6 6.65% Increased
27
Primecap Management
Primecap Management
California
$5.18B -$153M 7 5.75% Reduced
28
AllianceBernstein
AllianceBernstein
Tennessee
$5.05B -$54.8M 33 4.33% Reduced
29
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$4.92B $0 3 8.26% Maintained
30
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$4.55B +$86.4M 17 4.08% Increased
31
Harris Associates
Harris Associates
Illinois
$4.37B +$677M 5 7.65% Increased
32
Viking Global Investors
Viking Global Investors
Connecticut
$4.31B +$461M 3 16.52% Increased
33
Sands Capital Management
Sands Capital Management
Virginia
$4.31B +$862M 3 12.03% Increased
34
American Century Companies
American Century Companies
Missouri
$4.25B +$593M 16 5.19% Increased
35
Franklin Resources
Franklin Resources
California
$4.14B +$49.4M 19 2.05% Increased
36
ClearBridge Investments
ClearBridge Investments
New York
$4.12B -$3.94M 20 4.93% Reduced
37
Deutsche Bank
Deutsche Bank
Germany
$4.04B -$880M 47 3.12% Reduced
38
Legal & General Group
Legal & General Group
United Kingdom
$3.96B +$184M 35 4.82% Increased
39
Fisher Asset Management
Fisher Asset Management
Washington
$3.9B +$30.9M 10 8.12% Increased
40
OppenheimerFunds
OppenheimerFunds
New York
$3.81B -$607M 14 5.14% Reduced
41
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$3.6B +$168M 46 2.36% Increased
42
Tiger Global Management
Tiger Global Management
New York
$3.53B +$1.28B 3 43.41% Increased
43
LPU
Lansdowne Partners (UK)
United Kingdom
$3.49B +$69.8M 6 29.41% Increased
44
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.37B +$140M 46 2.52% Increased
45
BlackRock Investment Management
BlackRock Investment Management
Delaware
$3.29B -$49.7M 46 4.44% Reduced
46
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$3.23B -$171M 6 5.31% Reduced
47
Davis Selected Advisers
Davis Selected Advisers
Arizona
$3.21B -$1.24B 4 13.31% Reduced
48
Lazard Asset Management
Lazard Asset Management
New York
$3.16B -$33.4M 12 7.57% Reduced
49
Winslow Capital Management
Winslow Capital Management
Minnesota
$3.12B -$361M 4 11.35% Reduced
50
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$2.99B +$457M 14 15.22% Increased