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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
ClearBridge Investments
ClearBridge Investments
New York
$6.98B +$2.66B 21 8.09% Increased
27
Dodge & Cox
Dodge & Cox
California
$6.98B -$665M 7 6.85% Reduced
28
Sands Capital Management
Sands Capital Management
Virginia
$6.32B +$767M 5 16.28% Increased
29
Primecap Management
Primecap Management
California
$5.96B -$31.6M 7 6.1% Reduced
30
AllianceBernstein
AllianceBernstein
Tennessee
$5.94B +$212M 34 5.05% Increased
31
Franklin Resources
Franklin Resources
California
$5.83B +$1.01B 20 2.95% Increased
32
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$5.68B +$417M 18 4.84% Increased
33
Deutsche Bank
Deutsche Bank
Germany
$5.4B +$730M 47 3.74% Increased
34
American Century Companies
American Century Companies
Missouri
$5.25B +$191M 18 6.16% Increased
35
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$5.23B +$75M 4 8.47% Increased
36
UBS AM
UBS AM
Illinois
$5.06B +$1.98B 31 5.76% Increased
37
Legal & General Group
Legal & General Group
United Kingdom
$4.98B +$388M 36 5.63% Increased
38
OppenheimerFunds
OppenheimerFunds
New York
$4.95B +$1.29B 23 6.28% Increased
39
Viking Global Investors
Viking Global Investors
Connecticut
$4.94B -$333M 4 18.64% Reduced
40
LPU
Lansdowne Partners (UK)
United Kingdom
$4.94B +$1.08B 5 33.94% Increased
41
Fisher Asset Management
Fisher Asset Management
Washington
$4.63B +$64.7M 10 8.92% Increased
42
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$4.35B +$478M 45 2.71% Increased
43
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.27B +$470M 46 2.81% Increased
44
Tiger Global Management
Tiger Global Management
New York
$4.22B -$32.6M 2 33.9% Reduced
45
Lazard Asset Management
Lazard Asset Management
New York
$3.99B -$150M 15 9.13% Reduced
46
BlackRock Investment Management
BlackRock Investment Management
Delaware
$3.96B +$149M 46 5.08% Increased
47
Harris Associates
Harris Associates
Illinois
$3.76B -$1.68B 6 6.37% Reduced
48
Davis Selected Advisers
Davis Selected Advisers
Arizona
$3.7B -$352M 5 15.44% Reduced
49
Winslow Capital Management
Winslow Capital Management
Minnesota
$3.6B -$175M 5 12.88% Reduced
50
Allianz Asset Management
Allianz Asset Management
Germany
$3.59B +$343M 24 4.06% Increased