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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
California Public Employees Retirement System
California Public Employees Retirement System
California
$2.7B -$150M 43 3.73% Reduced
52
BlackRock Investment Management
BlackRock Investment Management
Delaware
$2.63B -$158M 44 3.48% Reduced
53
UBS Group
UBS Group
Switzerland
$2.6B +$2.56B 52 1.81% New
54
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$2.56B +$29.6M 27 3.79% Increased
55
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$2.56B -$183M 16 10.77% Reduced
56
BlackRock Advisors
BlackRock Advisors
Delaware
$2.53B -$397M 43 2.55% Reduced
57
JSP
Jackson Square Partners
California
$2.42B +$162M 5 9.54% Increased
58
Managed Account Advisors
Managed Account Advisors
New Jersey
$2.4B -$208M 33 2.38% Reduced
59
1832 Asset Management
1832 Asset Management
Ontario, Canada
$2.4B +$137M 11 7.42% Increased
60
Allianz Asset Management
Allianz Asset Management
Germany
$2.27B -$183M 22 2.53% Reduced
61
Carmignac Gestion
Carmignac Gestion
France
$2.17B +$17.6M 3 19.8% Increased
62
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.16B +$89.9M 44 3.13% Increased
63
Eaton Vance Management
Eaton Vance Management
Massachusetts
$2.06B +$117M 14 6.07% Increased
64
BlackRock
BlackRock
New York
$2.06B -$29.7M 39 2.94% Reduced
65
VOYA Investment Management
VOYA Investment Management
Georgia
$2.03B -$48M 31 4.5% Reduced
66
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.03B +$19.9M 32 2.3% Increased
67
Charles Schwab
Charles Schwab
California
$2.02B +$84.2M 39 3.03% Increased
68
Orbis Holdings
Orbis Holdings
Bermuda
$2.01B +$100M 4 15.26% Increased
69
Russell Frank Company
Russell Frank Company
Washington
$2B +$12.2M 35 3.5% Increased
70
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$2B -$15.3M 12 3.88% Reduced
71
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$1.94B +$69.8M 14 4.6% Increased
72
Principal Financial Group
Principal Financial Group
Iowa
$1.89B +$209M 24 2.93% Increased
73
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.87B -$713M 2 7.84% Reduced
74
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.8B +$54M 31 2.32% Increased
75
Prudential Financial
Prudential Financial
New Jersey
$1.8B +$3.64M 22 3.26% Increased