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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
$7.61B +$104M 24 8.56% Increased
27
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$6.6B -$381M 21 5.57% Reduced
28
Dodge & Cox
Dodge & Cox
California
$6.58B -$167M 7 6.19% Reduced
29
Primecap Management
Primecap Management
California
$6.19B -$233M 7 6.17% Reduced
30
Sands Capital Management
Sands Capital Management
Virginia
$6.17B -$195M 5 18.18% Reduced
31
Franklin Resources
Franklin Resources
California
$6.14B -$2.53M 20 3.21% Reduced
32
Deutsche Bank
Deutsche Bank
Germany
$6.03B +$413M 52 4.26% Increased
33
AllianceBernstein
AllianceBernstein
Tennessee
$6B -$734M 37 5.06% Reduced
34
UBS AM
UBS AM
Illinois
$5.95B +$311M 33 6.4% Increased
35
OppenheimerFunds
OppenheimerFunds
New York
$5.61B +$179M 23 7.04% Increased
36
Legal & General Group
Legal & General Group
United Kingdom
$5.51B +$10.3M 37 5.58% Increased
37
American Century Companies
American Century Companies
Missouri
$5.16B -$154M 21 5.67% Reduced
38
LPU
Lansdowne Partners (UK)
United Kingdom
$5.14B -$254M 5 44.38% Reduced
39
Viking Global Investors
Viking Global Investors
Connecticut
$5.12B -$310M 4 22.1% Reduced
40
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.07B +$193M 46 2.86% Increased
41
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$4.99B +$104M 51 2.7% Increased
42
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$4.75B $0 4 7.05% Maintained
43
Fisher Asset Management
Fisher Asset Management
Washington
$4.7B +$6.29M 11 8.34% Increased
44
BlackRock Investment Management
BlackRock Investment Management
Delaware
$4.47B -$51.2M 47 5.49% Reduced
45
Bank of Montreal
Bank of Montreal
Ontario, Canada
$4.24B +$291M 42 4.63% Increased
46
Lazard Asset Management
Lazard Asset Management
New York
$4.19B -$353M 12 8.33% Reduced
47
BlackRock Advisors
BlackRock Advisors
Delaware
$3.97B -$84.7M 47 4.08% Reduced
48
Credit Suisse
Credit Suisse
Switzerland
$3.87B +$195M 39 3.66% Increased
49
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$3.83B +$2.92M 16 6.29% Increased
50
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$3.8B -$18.9M 44 5.47% Reduced