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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
LPU
Lansdowne Partners (UK)
United Kingdom
$3.78B -$999M 5 32.89% Reduced
52
Allianz Asset Management
Allianz Asset Management
Germany
$3.69B -$16.4M 21 3.55% Reduced
53
Teachers Advisors
Teachers Advisors
New York
$3.67B +$109M 46 5.14% Increased
54
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$3.64B -$26.1M 14 7.04% Reduced
55
Principal Financial Group
Principal Financial Group
Iowa
$3.58B +$489M 31 3.59% Increased
56
TCI Fund Management
TCI Fund Management
United Kingdom
$3.56B +$28.3M 1 26.84% Increased
57
California Public Employees Retirement System
California Public Employees Retirement System
California
$3.36B +$137M 45 5.37% Increased
58
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$3.34B +$606M 42 3.99% Increased
59
Credit Suisse
Credit Suisse
Switzerland
$3.31B -$698M 38 3.22% Reduced
60
Davis Selected Advisers
Davis Selected Advisers
Arizona
$3.3B -$261M 4 14.42% Reduced
61
Prudential Financial
Prudential Financial
New Jersey
$3.21B +$51M 34 4.77% Increased
62
Fred Alger Management
Fred Alger Management
New York
$3.13B -$306M 10 14.94% Reduced
63
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$3.13B -$171M 5 12.23% Reduced
64
Eaton Vance Management
Eaton Vance Management
Massachusetts
$2.93B -$75.6M 19 7.7% Reduced
65
APG Asset Management
APG Asset Management
Netherlands
$2.9B +$70.7M 15 5.27% Increased
66
Edgewood Management
Edgewood Management
Connecticut
$2.86B +$132M 5 14% Increased
67
Neuberger Berman Group
Neuberger Berman Group
New York
$2.85B -$116M 31 3.67% Reduced
68
D.E. Shaw & Co
D.E. Shaw & Co
New York
$2.85B -$3.54M 34 4.71% Reduced
69
Russell Investments Group
Russell Investments Group
United Kingdom
$2.78B -$103M 41 4.93% Reduced
70
Capital International Investors
Capital International Investors
California
$2.75B -$316M 7 3.67% Reduced
71
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$2.73B -$141M 18 14.83% Reduced
72
Putnam Investments
Putnam Investments
Massachusetts
$2.7B +$76.7M 21 6.31% Increased
73
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$2.67B -$194M 42 5.68% Reduced
74
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$2.65B +$631M 16 8.01% Increased
75
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$2.51B +$299M 20 5.74% Increased