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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
Wells Fargo
Wells Fargo
California
$21B -$900M 78 4.59% Reduced
27
Ameriprise
Ameriprise
Minnesota
$20.1B -$410M 51 6.2% Reduced
28
Janus Henderson Group
Janus Henderson Group
$20B +$105M 31 8.55% Increased
29
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19.8B +$358M 75 5.26% Increased
30
Charles Schwab
Charles Schwab
California
$19.4B +$337M 62 6.45% Increased
31
Swiss National Bank
Swiss National Bank
Switzerland
$16.4B +$837M 49 10.14% Increased
32
Deutsche Bank
Deutsche Bank
Germany
$15.5B +$46M 66 7.54% Increased
33
Fisher Asset Management
Fisher Asset Management
Washington
$15.5B +$471M 12 9.72% Increased
34
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$15.4B +$325M 64 4.89% Increased
35
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$15.3B -$709M 28 9.07% Reduced
36
Dodge & Cox
Dodge & Cox
California
$14.1B +$424M 10 9.2% Increased
37
Bank of Montreal
Bank of Montreal
Ontario, Canada
$13.9B +$2.17B 47 6.93% Increased
38
UBS Group
UBS Group
Switzerland
$13.7B -$23.9M 86 4.41% Reduced
39
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$13.7B +$378M 57 7.65% Increased
40
American Century Companies
American Century Companies
Missouri
$13.2B -$161M 35 8.98% Reduced
41
Franklin Resources
Franklin Resources
California
$13.2B -$139M 32 5.02% Reduced
42
Amundi
Amundi
France
$12.5B +$12.1B 29 8.68% New
43
Primecap Management
Primecap Management
California
$12.1B -$487M 11 8.11% Reduced
44
ClearBridge Investments
ClearBridge Investments
New York
$11.9B -$1.06B 22 8.28% Reduced
45
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$11.5B -$431M 17 13.88% Reduced
46
Barclays
Barclays
United Kingdom
$10.9B +$1.12B 56 5.17% Increased
47
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$10.5B +$3.44B 61 1.48% Increased
48
California Public Employees Retirement System
California Public Employees Retirement System
California
$10.1B -$109M 27 7.56% Reduced
49
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$9.69B +$609M 7 27.67% Increased
50
Allianz Asset Management
Allianz Asset Management
Germany
$9.53B -$266M 35 8.04% Reduced