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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
101
Fidelity International
Fidelity International
Bermuda
$1.03B +$144M 11 4.94% Increased
102
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.03B +$31.1M 36 1.5% Increased
103
Discovery Capital Management
Discovery Capital Management
Connecticut
$1.01B +$139M 6 8.92% Increased
104
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.01B -$129M 30 4.94% Reduced
105
Putnam Investments
Putnam Investments
Massachusetts
$988M +$68.9M 12 2.64% Increased
106
APG Asset Management
APG Asset Management
Netherlands
$987M -$113M 16 3.12% Reduced
107
Horizon Kinetics
Horizon Kinetics
New York
$982M -$4.03M 11 13.45% Reduced
108
Barclays
Barclays
United Kingdom
$946M +$73.1M 39 1.13% Increased
109
SZC
Sleep, Zakaria & Co
United Kingdom
$916M -$5.97M 1 64.58% Reduced
110
BRC
Blue Ridge Capital
New York
$911M -$106M 6 10.89% Reduced
111
Manning & Napier Advisors
Manning & Napier Advisors
New York
$907M +$40.2M 5 4.27% Increased
112
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$903M +$21.7M 8 3.66% Increased
113
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$900M +$271M 11 2.92% Increased
114
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$893M +$196M 18 5.67% Increased
115
MTB
Mizuho Trust & Banking
Japan
$887M $0 12 3.71% Maintained
116
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$866M -$234M 14 2.1% Reduced
117
Harding Loevner
Harding Loevner
New Jersey
$866M +$36.4M 3 7.72% Increased
118
Westfield Capital Management
Westfield Capital Management
Massachusetts
$861M -$23.7M 9 5.5% Reduced
119
BlackRock Japan
BlackRock Japan
Japan
$853M -$93M 13 4.06% Reduced
120
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$834M -$25M 15 3.44% Reduced
121
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$828M $0 2 0.9% Maintained
122
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$825M +$124M 4 4% Increased
123
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$790M +$61.2M 18 3.95% Increased
124
Edgewood Management
Edgewood Management
Connecticut
$780M -$85.4M 3 9.76% Reduced
125
Swiss National Bank
Swiss National Bank
Switzerland
$773M +$21.1M 27 3.22% Increased