← All themes

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
APG Asset Management
APG Asset Management
Netherlands
$1.18B +$107M 14 3.09% Increased
102
SG Americas Securities
SG Americas Securities
New York
$1.16B +$282M 18 5.04% Increased
103
Capital International Investors
Capital International Investors
California
$1.15B +$302M 5 3.09% Increased
104
Barclays
Barclays
United Kingdom
$1.11B +$62.5M 39 1.26% Increased
105
MTB
Mizuho Trust & Banking
Japan
$1.11B -$1.32M 15 4.16% Reduced
106
Swedbank
Swedbank
Sweden
$1.04B +$1.78B 3 8.09% New
107
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$1.04B -$81.9M 9 3.96% Reduced
108
Alkeon Capital Management
Alkeon Capital Management
New York
$1.01B +$131M 6 17.06% Increased
109
SZC
Sleep, Zakaria & Co
United Kingdom
$995M +$11.6M 1 66.34% Increased
110
Janus Henderson Group
Janus Henderson Group
$984M +$108M 13 9.58% Increased
111
Edgewood Management
Edgewood Management
Connecticut
$980M +$62.5M 3 10.43% Increased
112
Panagora Asset Management
Panagora Asset Management
Massachusetts
$976M -$112M 33 4.61% Reduced
113
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$973M -$356M 3 3.83% Reduced
114
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$968M +$4.33M 15 3.69% Increased
115
SAC Capital Advisors
SAC Capital Advisors
Connecticut
$960M +$112M 23 4.98% Increased
116
BlackRock Japan
BlackRock Japan
Japan
$957M -$9.56M 13 4.27% Reduced
117
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$957M -$203M 2 14.57% Reduced
118
AQR Capital Management
AQR Capital Management
Connecticut
$955M +$136M 27 2.88% Increased
119
William Blair & Company
William Blair & Company
Illinois
$950M -$79.9M 14 1.57% Reduced
120
JAT Capital Management LP (Connecticut)
JAT Capital Management LP (Connecticut)
Connecticut
$934M -$22.6M 7 19.6% Reduced
121
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$934M +$56.2M 1 7.19% Increased
122
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$934M -$552M 34 0.73% Reduced
123
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$918M -$110M 3 3.72% Reduced
124
Horizon Kinetics
Horizon Kinetics
New York
$903M -$6.19M 11 11.3% Reduced
125
Renaissance Technologies
Renaissance Technologies
New York
$890M +$203M 34 2.14% Increased