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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
$11.9B -$53.4M 30 10.29% Reduced
27
Ameriprise
Ameriprise
Minnesota
$11.9B +$520M 41 5.32% Increased
28
UBS Group
UBS Group
Switzerland
$10.8B +$998M 67 4.17% Increased
29
Deutsche Bank
Deutsche Bank
Germany
$10.8B +$522M 61 6.34% Increased
30
UBS AM
UBS AM
Illinois
$10.1B -$111M 44 7.19% Reduced
31
AllianceBernstein
AllianceBernstein
Tennessee
$9.92B +$517M 47 6.17% Increased
32
Charles Schwab
Charles Schwab
California
$9.83B +$219M 53 5.98% Increased
33
Dodge & Cox
Dodge & Cox
California
$9.62B -$638M 9 7.78% Reduced
34
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$9.56B +$153M 61 3.71% Increased
35
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.12B +$312M 57 3.66% Increased
36
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$8.98B -$93.1M 22 8.02% Reduced
37
Franklin Resources
Franklin Resources
California
$8.65B -$595M 23 4.6% Reduced
38
Primecap Management
Primecap Management
California
$7.79B -$434M 12 5.76% Reduced
39
American Century Companies
American Century Companies
Missouri
$7.36B -$354M 17 7.33% Reduced
40
Swiss National Bank
Swiss National Bank
Switzerland
$7.33B -$138M 40 7.9% Reduced
41
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$7.05B $0 5 8.73% Maintained
42
Bank of Montreal
Bank of Montreal
Ontario, Canada
$6.67B +$51.6M 55 5.62% Increased
43
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$6.47B +$89.1M 50 5.34% Increased
44
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$6.03B +$3.4B 19 4.07% Increased
45
Harris Associates
Harris Associates
Illinois
$5.91B -$8.51M 6 10.86% Reduced
46
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$5.89B -$54.5M 51 7.39% Reduced
47
Fisher Asset Management
Fisher Asset Management
Washington
$5.85B +$217M 11 6.47% Increased
48
Sands Capital Management
Sands Capital Management
Virginia
$5.83B -$158M 5 17.35% Reduced
49
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$5.61B -$30.1M 7 19.61% Reduced
50
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.53B -$49.5M 40 6.44% Reduced