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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
526
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$581M +$12.6M 23 7.54% Increased
527
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$581M +$19.8M 4 8.59% Increased
528
Nearwater Capital Markets
Nearwater Capital Markets
Ireland
$580M +$273M 4 10.01% Increased
529
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$578M -$16.7M 14 8.58% Reduced
530
WPL
WINDACRE PARTNERSHIP LLC
Texas
$577M -$385M 1 5.71% Reduced
531
L7C
Liberty 77 Capital
District of Columbia
$575M $0 1 32.8% Maintained
532
Verition Fund Management
Verition Fund Management
Connecticut
$574M +$164M 26 2.84% Increased
533
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia)
Georgia
$568M -$1.32M 15 3.87% Reduced
534
J. Safra Sarasin Holding
J. Safra Sarasin Holding
$565M +$71M 13 8.11% Increased
535
Citizens Financial Group
Citizens Financial Group
Rhode Island
$565M +$22M 13 6.81% Increased
536
Oppenheimer & Co
Oppenheimer & Co
New York
$565M +$13.2M 20 6.03% Increased
537
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$562M -$149M 8 7.26% Reduced
538
Ariel Investments
Ariel Investments
Illinois
$562M -$132M 3 5.6% Reduced
539
Saudi Central Bank
Saudi Central Bank
Saudi Arabia
$560M +$257M 12 7.34% Increased
540
R.M. Davis Inc
R.M. Davis Inc
Maine
$559M +$1.01M 7 8.82% Increased
541
Castle Hook Partners
Castle Hook Partners
New York
$559M +$557M 3 2.56% Increased
542
Achmea Investment Management
Achmea Investment Management
Netherlands
$558M -$57.5M 7 13.96% Reduced
543
Clal Insurance
Clal Insurance
Israel
$556M +$142M 5 2.49% Increased
544
Waverly Advisors
Waverly Advisors
Alabama
$555M +$79.4M 18 3.22% Increased
545
Avanza Fonder
Avanza Fonder
Sweden
$553M +$69M 14 12.04% Increased
546
C
Consulta
United Kingdom
$551M +$22M 3 19.9% Increased
547
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$549M +$3.07M 24 8.15% Increased
548
DJE Kapital
DJE Kapital
Germany
$549M +$177M 5 10.35% Increased
549
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$545M -$186M 6 4.37% Reduced
550
Norinchukin Bank
Norinchukin Bank
Japan
$545M -$3.85M 13 5.3% Reduced