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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
$6.47B -$743M 23 5.55% Reduced
52
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$6.24B +$70.9M 66 6.99% Increased
53
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$6.22B -$1.03B 7 27.96% Reduced
54
VOYA Investment Management
VOYA Investment Management
Georgia
$6.11B -$125M 52 6.32% Reduced
55
Lazard Asset Management
Lazard Asset Management
New York
$6.05B +$46.6M 37 7.44% Increased
56
Credit Suisse
Credit Suisse
Switzerland
$5.99B -$101M 47 5.92% Reduced
57
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$5.93B -$97M 62 7.59% Reduced
58
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$5.53B $0 5 1.59% Maintained
59
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$5.52B -$136M 24 6.71% Reduced
60
Fidelity International
Fidelity International
Bermuda
$5.45B -$348M 15 6.12% Reduced
61
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$5.41B +$310M 7 3.68% Increased
62
DZ Bank
DZ Bank
Germany
$5.37B +$1.55B 16 8.08% Increased
63
Neuberger Berman Group
Neuberger Berman Group
New York
$5.36B +$62.4M 39 4.79% Increased
64
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$5.32B -$156M 54 7.51% Reduced
65
GQG Partners
GQG Partners
Florida
$5.32B +$2.51B 3 12.23% Increased
66
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$5.24B +$292M 26 7.94% Increased
67
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$5.05B +$92.5M 25 7.25% Increased
68
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$4.94B -$20.2M 5 4.85% Reduced
69
TD Asset Management
TD Asset Management
Ontario, Canada
$4.94B +$60.1M 23 5.62% Increased
70
National Pension Service
National Pension Service
South Korea
$4.75B +$122M 11 7.67% Increased
71
Nordea Investment Management
Nordea Investment Management
Sweden
$4.53B -$59.7M 22 6.19% Reduced
72
Raymond James & Associates
Raymond James & Associates
Florida
$4.46B +$7.96M 46 3.67% Increased
73
Prudential Financial
Prudential Financial
New Jersey
$4.45B -$41.2M 46 6.46% Reduced
74
National Bank of Canada
National Bank of Canada
Quebec, Canada
$4.38B +$1.95B 41 8.02% Increased
75
Brown Advisory
Brown Advisory
Maryland
$4.36B -$36.1M 22 6.81% Reduced