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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
51
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$2.2B -$36.8M 24 3.71% Reduced
52
Coatue Management
Coatue Management
New York
$2.13B +$358M 6 21.68% Increased
53
BlackRock Investment Management
BlackRock Investment Management
Delaware
$2.13B +$139M 37 3.51% Increased
54
VOYA Investment Management
VOYA Investment Management
Georgia
$2.04B +$247M 25 5.1% Increased
55
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.02B +$40.6M 9 5.34% Increased
56
Orbis Holdings
Orbis Holdings
Bermuda
$1.99B -$159M 5 14.97% Reduced
57
Credit Suisse
Credit Suisse
Switzerland
$1.96B -$198M 33 1.95% Reduced
58
Artisan Partners
Artisan Partners
Wisconsin
$1.94B +$10.7M 5 3.73% Increased
59
Allianz Asset Management
Allianz Asset Management
Germany
$1.94B -$67.8M 21 2.57% Reduced
60
California Public Employees Retirement System
California Public Employees Retirement System
California
$1.93B +$48.2M 39 3.58% Increased
61
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$1.85B +$17.4M 11 4.01% Increased
62
Neuberger Berman Group
Neuberger Berman Group
New York
$1.83B +$139M 22 2.04% Increased
63
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.81B +$836M 23 1.32% Increased
64
Boston Partners
Boston Partners
Massachusetts
$1.79B +$208M 11 4.32% Increased
65
BlackRock
BlackRock
New York
$1.77B -$10.5M 35 3.34% Reduced
66
Eaton Vance Management
Eaton Vance Management
Massachusetts
$1.72B -$46M 14 5.17% Reduced
67
Icahn Carl
Icahn Carl
Florida
$1.71B $0 1 6.95% Maintained
68
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$1.66B +$35.3M 14 4.44% Increased
69
Russell Frank Company
Russell Frank Company
Washington
$1.66B +$46.5M 39 2.92% Increased
70
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.66B +$403M 4 7.4% Increased
71
Carmignac Gestion
Carmignac Gestion
France
$1.63B +$264M 3 12.34% Increased
72
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.57B +$12.9M 40 2.62% Increased
73
1832 Asset Management
1832 Asset Management
Ontario, Canada
$1.56B -$129M 10 6.93% Reduced
74
Principal Financial Group
Principal Financial Group
Iowa
$1.56B -$76.9M 27 3.22% Reduced
75
Prudential Financial
Prudential Financial
New Jersey
$1.53B +$72.1M 22 3.25% Increased