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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

News Media

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
26	Amundi Paris, France	$23.1B	-$1.49B	29	8.85%	Reduced
27	Jennison Associates New York	$22.7B	+$1.38B	7	14.53%	Increased
28	Fisher Asset Management Camas, Washington	$22.3B	+$799M	12	9.71%	Increased
29	Ameriprise Minneapolis, Minnesota	$22.1B	-$107M	49	5.97%	Reduced
30	Franklin Resources San Mateo, California	$20.6B	-$44.2M	44	6.32%	Reduced
31	Massachusetts Financial Services Boston, Massachusetts	$19.8B	-$1.8B	13	6.09%	Reduced
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$18.7B	-$1.33B	55	8.42%	Reduced
33	UBS Group Zurich, Switzerland	$18.6B	+$2.15B	89	4.58%	Increased
34	Barclays London, United Kingdom	$18.5B	-$2B	64	5.66%	Reduced
35	Baillie Gifford & Co Edinburgh, United Kingdom	$17.4B	-$2.06B	8	13.56%	Reduced
36	Dodge & Cox San Francisco, California	$16.1B	-$80.8M	10	9.66%	Reduced
37	Dimensional Fund Advisors Austin, Texas	$16B	+$894M	56	4.18%	Increased
38	Wells Fargo San Francisco, California	$15.7B	+$619M	70	3.8%	Increased
39	Janus Henderson Group London,	$14.3B	-$98.3M	43	7.65%	Reduced
40	HSBC Holdings London, United Kingdom	$14B	+$1.49B	45	8.56%	Increased
41	Swiss National Bank Zurich, Switzerland	$13.5B	-$165M	40	9.31%	Reduced
42	American Century Companies Kansas City, Missouri	$13.3B	+$81.5M	41	8.12%	Increased
43	Loomis, Sayles & Company Boston, Massachusetts	$12.8B	-$76.6M	12	17.68%	Reduced
44	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$12B	-$673M	23	8.83%	Reduced
45	Polen Capital Management Boca Raton, Florida	$10.6B	-$2.21B	6	26.64%	Reduced
46	Principal Financial Group Des Moines, Iowa	$10.3B	+$69.7M	40	6.1%	Increased
47	Primecap Management Pasadena, California	$10.2B	+$88M	9	7.41%	Increased
48	California Public Employees Retirement System Sacramento, California	$9.64B	+$347M	22	7.07%	Increased
49	Schroder Investment Management Group London, United Kingdom	$9.42B	+$672M	19	10.39%	Increased
50	ClearBridge Investments New York	$8.81B	+$125M	13	7.15%	Increased