← All themes

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
$15.6B -$449M 47 4.9% Reduced
27
Dodge & Cox
Dodge & Cox
California
$14.8B -$838M 10 9.87% Reduced
28
Amundi
Amundi
France
$14.2B +$272M 36 7.19% Increased
29
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$13.8B -$455M 10 11.76% Reduced
30
Fisher Asset Management
Fisher Asset Management
Washington
$13.8B +$299M 11 7.63% Increased
31
UBS AM
UBS AM
Illinois
$13.4B $0 47 6.5% Maintained
32
Deutsche Bank
Deutsche Bank
Germany
$13.4B +$553M 60 7.11% Increased
33
Jennison Associates
Jennison Associates
New York
$12B -$389M 7 9.81% Reduced
34
Swiss National Bank
Swiss National Bank
Switzerland
$11.7B -$1.12B 40 7.95% Reduced
35
Franklin Resources
Franklin Resources
California
$11.6B +$905M 40 5.53% Increased
36
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$11.5B -$237M 60 3.66% Reduced
37
Wells Fargo
Wells Fargo
California
$11.4B -$4.6M 85 3.14% Reduced
38
Barclays
Barclays
United Kingdom
$11.3B +$4.43B 65 7.13% Increased
39
Polen Capital Management
Polen Capital Management
Florida
$11.2B -$548M 5 27.7% Reduced
40
UBS Group
UBS Group
Switzerland
$10.4B +$752M 87 3.5% Increased
41
Janus Henderson Group
Janus Henderson Group
$9.78B -$38M 42 6.08% Reduced
42
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$9.17B -$215M 15 14.78% Reduced
43
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$9.11B -$1.22B 26 7.09% Reduced
44
American Century Companies
American Century Companies
Missouri
$8.75B -$54.4M 45 6.6% Reduced
45
Primecap Management
Primecap Management
California
$8.43B -$329M 9 7.04% Reduced
46
Principal Financial Group
Principal Financial Group
Iowa
$7.51B -$266M 42 5.13% Reduced
47
Harris Associates
Harris Associates
Illinois
$7.42B -$2.3B 8 13.96% Reduced
48
HSBC Holdings
HSBC Holdings
United Kingdom
$7.08B +$1.38B 36 7.21% Increased
49
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.04B -$369M 49 3.92% Reduced
50
ClearBridge Investments
ClearBridge Investments
New York
$6.87B -$270M 18 6.2% Reduced