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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
76
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.37B -$652M 11 8.86% Reduced
77
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$2.37B +$286M 37 5.06% Increased
78
Principal Financial Group
Principal Financial Group
Iowa
$2.26B +$8.37M 29 3.28% Increased
79
Lone Pine Capital
Lone Pine Capital
Connecticut
$2.25B +$315M 3 11.21% Increased
80
JSP
Jackson Square Partners
California
$2.22B -$614M 6 8.89% Reduced
81
Neuberger Berman Group
Neuberger Berman Group
New York
$2.2B +$22.3M 27 3.02% Increased
82
GE
General Electric
Ohio
$2.14B -$150M 11 10.94% Reduced
83
Capital International Investors
Capital International Investors
California
$2.13B -$245M 7 3.27% Reduced
84
Boston Partners
Boston Partners
Massachusetts
$2.13B +$319M 14 3.13% Increased
85
Fidelity International
Fidelity International
Bermuda
$2.11B -$93.8M 9 6.53% Reduced
86
VOYA Investment Management
VOYA Investment Management
Georgia
$2.1B -$35.1M 37 5.22% Reduced
87
Brown Advisory
Brown Advisory
Maryland
$2.1B +$79M 20 7.24% Increased
88
Putnam Investments
Putnam Investments
Massachusetts
$2.08B +$27.6M 19 4.95% Increased
89
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$2.05B -$2.35M 20 5.41% Reduced
90
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.05B +$3.31M 33 1.09% Increased
91
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$2.02B +$383M 14 4.17% Increased
92
TD Asset Management
TD Asset Management
Ontario, Canada
$1.98B +$65.1M 21 3.7% Increased
93
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.96B -$525M 29 3.51% Reduced
94
First Eagle Investment Management
First Eagle Investment Management
New York
$1.94B -$120M 10 4.92% Reduced
95
CCMH
Cornerstone Capital Management Holdings
New York
$1.89B +$35.1M 23 15.74% Increased
96
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$1.87B +$1.89B 5 15.13% New
97
Edgewood Management
Edgewood Management
Connecticut
$1.75B +$98.8M 4 12.58% Increased
98
Carmignac Gestion
Carmignac Gestion
France
$1.74B -$149M 3 16.92% Reduced
99
HCM
Highfields Capital Management
Massachusetts
$1.7B +$444M 6 15.9% Increased
100
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$1.65B -$60.2M 19 7.43% Reduced