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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
$2.49B +$7.59M 24 3.85% Increased
52
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$2.47B -$352K 13 8.65% Reduced
53
D.E. Shaw & Co
D.E. Shaw & Co
New York
$2.44B +$762M 26 3.48% Increased
54
Lazard Asset Management
Lazard Asset Management
New York
$2.26B -$91.5M 9 5.04% Reduced
55
California Public Employees Retirement System
California Public Employees Retirement System
California
$2.25B +$84.7M 40 3.22% Increased
56
UBS
UBS
Switzerland
$2.17B +$471M 48 1.93% Increased
57
BlackRock
BlackRock
New York
$2.13B -$48.9M 35 3.44% Reduced
58
Allianz Asset Management
Allianz Asset Management
Germany
$2.08B -$6.62M 19 2.5% Reduced
59
Artisan Partners
Artisan Partners
Wisconsin
$2.07B +$110M 7 3.63% Increased
60
VOYA Investment Management
VOYA Investment Management
Georgia
$2.06B -$360M 26 4.76% Reduced
61
Carmignac Gestion
Carmignac Gestion
France
$2.03B -$391M 3 14.9% Reduced
62
1832 Asset Management
1832 Asset Management
Ontario, Canada
$1.91B -$137M 12 6.55% Reduced
63
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.9B +$98.1M 41 3.03% Increased
64
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$1.9B -$53.6M 13 4.62% Reduced
65
Boston Partners
Boston Partners
Massachusetts
$1.89B +$46.3M 11 3.45% Increased
66
Eaton Vance Management
Eaton Vance Management
Massachusetts
$1.88B +$2.85M 13 5.54% Increased
67
Marsico Capital Management
Marsico Capital Management
Colorado
$1.86B -$162M 6 13.41% Reduced
68
Charles Schwab
Charles Schwab
California
$1.82B +$66.3M 32 3.27% Increased
69
Prudential Financial
Prudential Financial
New Jersey
$1.8B +$59.6M 24 3.36% Increased
70
Macquarie Group
Macquarie Group
Australia
$1.79B +$7.38M 17 3.09% Increased
71
Principal Financial Group
Principal Financial Group
Iowa
$1.75B +$36.1M 25 3.11% Increased
72
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.73B -$380M 5 4.51% Reduced
73
Orbis Holdings
Orbis Holdings
Bermuda
$1.71B +$113M 7 13.56% Increased
74
Neuberger Berman Group
Neuberger Berman Group
New York
$1.69B -$283M 23 1.72% Reduced
75
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$1.63B -$41.3M 16 4.29% Reduced