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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
$7.07B -$76.8M 21 8.45% Reduced
27
Dodge & Cox
Dodge & Cox
California
$6.53B -$569M 7 6.39% Reduced
28
AllianceBernstein
AllianceBernstein
Tennessee
$6.31B +$484M 34 5.36% Increased
29
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$6.03B +$460M 19 5.23% Increased
30
Primecap Management
Primecap Management
California
$5.97B +$79.8M 7 6.2% Increased
31
Sands Capital Management
Sands Capital Management
Virginia
$5.84B -$164M 5 17.24% Reduced
32
Franklin Resources
Franklin Resources
California
$5.51B -$303M 20 2.92% Reduced
33
Viking Global Investors
Viking Global Investors
Connecticut
$5.22B +$596M 4 22.96% Increased
34
OppenheimerFunds
OppenheimerFunds
New York
$5.09B +$241M 24 6.74% Increased
35
UBS AM
UBS AM
Illinois
$4.98B +$104M 30 5.77% Increased
36
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$4.97B $0 4 7.82% Maintained
37
LPU
Lansdowne Partners (UK)
United Kingdom
$4.89B +$50.3M 5 38.54% Increased
38
Legal & General Group
Legal & General Group
United Kingdom
$4.83B +$10.6M 36 5.35% Increased
39
American Century Companies
American Century Companies
Missouri
$4.64B -$372M 19 5.41% Reduced
40
Fisher Asset Management
Fisher Asset Management
Washington
$4.54B +$16.1M 10 8.62% Increased
41
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.51B +$182M 44 2.8% Increased
42
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$4.39B +$100M 45 2.63% Increased
43
Deutsche Bank
Deutsche Bank
Germany
$4.34B -$857M 49 3.27% Reduced
44
BlackRock Investment Management
BlackRock Investment Management
Delaware
$3.92B +$76.9M 46 5.1% Increased
45
Lazard Asset Management
Lazard Asset Management
New York
$3.72B -$37.1M 14 8.12% Reduced
46
BlackRock Advisors
BlackRock Advisors
Delaware
$3.59B +$208M 44 3.77% Increased
47
Harris Associates
Harris Associates
Illinois
$3.55B -$185M 6 6.68% Reduced
48
Bank of Montreal
Bank of Montreal
Ontario, Canada
$3.38B -$42.6M 43 3.6% Reduced
49
Davis Selected Advisers
Davis Selected Advisers
Arizona
$3.34B -$91.7M 5 14.78% Reduced
50
Allianz Asset Management
Allianz Asset Management
Germany
$3.34B -$80M 21 3.8% Reduced