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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
Ameriprise
Ameriprise
Minnesota
$14.7B +$73.4M 45 6.31% Increased
27
Janus Henderson Group
Janus Henderson Group
$14.6B -$506M 29 8.2% Reduced
28
AllianceBernstein
AllianceBernstein
Tennessee
$13.3B +$131M 51 7.8% Increased
29
Charles Schwab
Charles Schwab
California
$13.1B +$249M 57 6.41% Increased
30
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$12.4B -$62.6M 23 8.75% Reduced
31
ClearBridge Investments
ClearBridge Investments
New York
$12.1B -$631M 28 10.9% Reduced
32
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11.5B +$829M 67 4.58% Increased
33
Franklin Resources
Franklin Resources
California
$11.3B +$375M 25 5.8% Increased
34
Swiss National Bank
Swiss National Bank
Switzerland
$11B +$228M 41 9.32% Increased
35
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$10.4B -$381M 63 4.57% Reduced
36
UBS Group
UBS Group
Switzerland
$10.4B -$1.34B 74 4.38% Reduced
37
Fisher Asset Management
Fisher Asset Management
Washington
$9.78B +$554M 11 9.54% Increased
38
Credit Suisse
Credit Suisse
Switzerland
$9.42B +$2.19B 48 6.74% Increased
39
Dodge & Cox
Dodge & Cox
California
$9.28B -$300M 9 8.54% Reduced
40
Deutsche Bank
Deutsche Bank
Germany
$9.26B -$80.1M 62 7.04% Reduced
41
Primecap Management
Primecap Management
California
$9.16B -$403M 13 7.86% Reduced
42
American Century Companies
American Century Companies
Missouri
$9.08B +$177M 24 8.61% Increased
43
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$8.78B +$163M 54 6.74% Increased
44
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$8.37B +$10.3M 7 30.6% Increased
45
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$8.16B +$837M 15 13.1% Increased
46
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$7.85B +$770M 31 9.3% Increased
47
Sands Capital Management
Sands Capital Management
Virginia
$7.43B +$117M 6 17.98% Increased
48
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$7.15B -$67.1M 54 9.11% Reduced
49
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.95B -$102M 45 6.53% Reduced
50
Bank of Montreal
Bank of Montreal
Ontario, Canada
$6.68B -$212M 60 6.08% Reduced