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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
Jennison Associates
Jennison Associates
New York
$28B -$809M 9 16.28% Reduced
27
Deutsche Bank
Deutsche Bank
Germany
$25.8B -$3.82M 54 8.65% Reduced
28
Ameriprise
Ameriprise
Minnesota
$25.7B -$730M 41 5.9% Reduced
29
UBS Group
UBS Group
Switzerland
$25.3B -$435M 80 3.96% Reduced
30
Fisher Asset Management
Fisher Asset Management
Washington
$24.4B +$488M 13 8.83% Increased
31
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$22.5B +$608M 51 4.83% Increased
32
Barclays
Barclays
United Kingdom
$21.9B -$788M 60 4.75% Reduced
33
Wells Fargo
Wells Fargo
California
$21.8B +$1.16B 66 4.14% Increased
34
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$18.8B -$1.45B 8 13.9% Reduced
35
Janus Henderson Group
Janus Henderson Group
$18.7B +$300M 36 8.54% Increased
36
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$17.4B -$2.02B 15 5.4% Reduced
37
Bank of Montreal
Bank of Montreal
Ontario, Canada
$17.4B +$124M 36 6.67% Increased
38
American Century Companies
American Century Companies
Missouri
$17B +$4.65M 42 8.63% Increased
39
Swiss National Bank
Swiss National Bank
Switzerland
$16.8B -$850M 33 9.74% Reduced
40
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$16B -$25.1M 23 9.18% Reduced
41
Dodge & Cox
Dodge & Cox
California
$15.9B -$281M 10 8.56% Reduced
42
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$15.8B +$231M 20 12.38% Increased
43
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$15.1B -$327M 10 17.98% Reduced
44
HSBC Holdings
HSBC Holdings
United Kingdom
$15.1B +$143M 40 8.33% Increased
45
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$13.1B -$470M 24 8.28% Reduced
46
Principal Financial Group
Principal Financial Group
Iowa
$12.9B +$506M 35 6.52% Increased
47
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$12.7B +$286M 25 9.12% Increased
48
California Public Employees Retirement System
California Public Employees Retirement System
California
$12.5B +$3.66M 18 7.48% Increased
49
Primecap Management
Primecap Management
California
$12.2B -$206M 9 9.38% Reduced
50
Raymond James Financial
Raymond James Financial
Florida
$12B -$162M 41 3.85% Reduced