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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
501
TP
Tesuji Partners
New Jersey
$179M +$87.8M 1 10.36% Increased
502
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$178M +$16.1M 30 1.13% Increased
503
TAM
Timucuan Asset Management
Florida
$177M +$667K 2 14.04% Increased
504
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$177M +$21.8M 15 2.42% Increased
505
Regions Financial Corp
Regions Financial Corp
Alabama
$176M -$1.44M 29 1.91% Reduced
506
Achmea Investment Management
Achmea Investment Management
Netherlands
$175M +$62.5M 12 5.91% Increased
507
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$175M -$41.9M 4 6.74% Reduced
508
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$174M +$2.15M 3 2.02% Increased
509
Alyeska Investment Group
Alyeska Investment Group
Illinois
$174M +$78.8M 1 1.38% Increased
510
TCMV
Technology Crossover Management VIII
California
$173M +$50M 1 65.06% Increased
511
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$172M +$72.6M 5 4.49% Increased
512
PWLP
Prio Wealth Limited Partnership
Massachusetts
$172M +$63K 5 8.04% Increased
513
AA
Ancient Art
Texas
$172M +$4.95M 3 33.28% Increased
514
Marshall Wace
Marshall Wace
United Kingdom
$171M -$149M 12 7.18% Reduced
515
CC
Cannell & Co
New York
$170M +$11.3M 7 5.85% Increased
516
WP
Wedgewood Partners
Missouri
$170M -$52M 2 6.87% Reduced
517
NA
Newport Asia
California
$169M -$7.96M 2 25.84% Reduced
518
PEAK6 Group
PEAK6 Group
Illinois
$169M -$61.5M 22 0.79% Reduced
519
Nicholas Company
Nicholas Company
Wisconsin
$168M -$19.4M 3 3.66% Reduced
520
Martingale Asset Management
Martingale Asset Management
Massachusetts
$168M -$52.4M 12 2.23% Reduced
521
DF Dent & Co
DF Dent & Co
Maryland
$168M -$2.18M 5 4.22% Reduced
522
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$168M +$146M 27 4% Increased
523
Homestead Advisers
Homestead Advisers
Virginia
$168M $0 2 2.4% Maintained
524
Country Trust Bank
Country Trust Bank
Illinois
$167M -$4.75M 6 7.19% Reduced
525
JP
Jana Partners
New York
$167M +$40.2M 2 4.41% Increased