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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
Janus Henderson Group
Janus Henderson Group
$12B -$190M 27 6.51% Reduced
27
ClearBridge Investments
ClearBridge Investments
New York
$11.9B -$75.4M 28 10.37% Reduced
28
UBS AM
UBS AM
Illinois
$10.6B +$739M 44 7.17% Increased
29
Dodge & Cox
Dodge & Cox
California
$10.1B +$32.3M 9 8.29% Increased
30
UBS Group
UBS Group
Switzerland
$10B -$850M 65 3.85% Reduced
31
AllianceBernstein
AllianceBernstein
Tennessee
$9.96B -$321M 48 6.2% Reduced
32
Charles Schwab
Charles Schwab
California
$9.87B +$179M 53 5.82% Increased
33
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$9.72B +$269M 60 3.78% Increased
34
Deutsche Bank
Deutsche Bank
Germany
$9.58B -$1.17B 63 6.65% Reduced
35
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.03B +$62.7M 61 3.57% Increased
36
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$8.89B +$102M 23 7.72% Increased
37
Primecap Management
Primecap Management
California
$8.48B -$49.2M 12 6.78% Reduced
38
Franklin Resources
Franklin Resources
California
$8.11B -$246M 24 4.41% Reduced
39
Swiss National Bank
Swiss National Bank
Switzerland
$7.34B +$153M 40 7.81% Increased
40
American Century Companies
American Century Companies
Missouri
$7.18B -$166M 14 7.21% Reduced
41
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$6.79B $0 5 8.39% Maintained
42
Bank of Montreal
Bank of Montreal
Ontario, Canada
$6.77B +$33.9M 55 5.85% Increased
43
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$6.51B +$124M 51 5.25% Increased
44
Fisher Asset Management
Fisher Asset Management
Washington
$6.16B +$519M 11 6.76% Increased
45
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$5.92B +$118M 7 20.83% Increased
46
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$5.89B +$59.9M 51 7.46% Increased
47
Harris Associates
Harris Associates
Illinois
$5.72B -$243M 5 11.1% Reduced
48
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.7B +$976M 51 1.91% Increased
49
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.56B +$116M 41 6.24% Increased
50
California Public Employees Retirement System
California Public Employees Retirement System
California
$5.32B +$1.24B 53 5.29% Increased