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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
$7.2B +$156M 23 8.51% Increased
27
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$6.4B +$348M 19 5.44% Increased
28
AllianceBernstein
AllianceBernstein
Tennessee
$6.3B +$116M 36 5.42% Increased
29
Dodge & Cox
Dodge & Cox
California
$6.28B -$91M 7 6.2% Reduced
30
Primecap Management
Primecap Management
California
$5.8B -$66.5M 7 6.17% Reduced
31
Franklin Resources
Franklin Resources
California
$5.67B +$139M 20 3.05% Increased
32
Sands Capital Management
Sands Capital Management
Virginia
$5.63B -$49.1M 5 17.4% Reduced
33
Deutsche Bank
Deutsche Bank
Germany
$5.11B +$815M 52 3.61% Increased
34
UBS AM
UBS AM
Illinois
$5.06B -$5.12M 32 5.72% Reduced
35
LPU
Lansdowne Partners (UK)
United Kingdom
$5.04B -$119M 5 46.98% Reduced
36
Legal & General Group
Legal & General Group
United Kingdom
$5.03B +$157M 37 5.3% Increased
37
OppenheimerFunds
OppenheimerFunds
New York
$4.95B +$115M 23 6.49% Increased
38
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$4.85B $0 4 7.31% Maintained
39
American Century Companies
American Century Companies
Missouri
$4.79B +$151M 21 5.45% Increased
40
Viking Global Investors
Viking Global Investors
Connecticut
$4.77B -$619M 4 20.25% Reduced
41
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$4.6B +$84.2M 50 2.64% Increased
42
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.5B -$44M 45 2.68% Reduced
43
Fisher Asset Management
Fisher Asset Management
Washington
$4.48B -$318M 10 8.31% Reduced
44
BlackRock Investment Management
BlackRock Investment Management
Delaware
$4.1B +$149M 47 5.19% Increased
45
Lazard Asset Management
Lazard Asset Management
New York
$3.98B +$235M 13 8.39% Increased
46
BlackRock Advisors
BlackRock Advisors
Delaware
$3.69B +$160M 46 3.75% Increased
47
Bank of Montreal
Bank of Montreal
Ontario, Canada
$3.61B +$287M 43 4.13% Increased
48
UBS Group
UBS Group
Switzerland
$3.53B +$282M 55 2.22% Increased
49
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$3.49B +$127M 17 6.02% Increased
50
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$3.49B +$135M 42 5.08% Increased