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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
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.24B -$59.7M 36 1.57% Reduced
102
Fred Alger Management
Fred Alger Management
New York
$1.23B -$198M 12 6.05% Reduced
103
Manning & Napier Advisors
Manning & Napier Advisors
New York
$1.23B +$445M 7 4.75% Increased
104
MTB
Mizuho Trust & Banking
Japan
$1.17B +$17.6M 15 4.19% Increased
105
Macquarie Group
Macquarie Group
Australia
$1.13B -$738M 18 2.52% Reduced
106
Janus Henderson Group
Janus Henderson Group
$1.12B +$62.2M 13 10.44% Increased
107
Adage Capital Partners
Adage Capital Partners
Massachusetts
$1.1B -$211M 8 2.84% Reduced
108
Soroban Capital Partners
Soroban Capital Partners
New York
$1.07B +$531M 4 6.08% Increased
109
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$1.06B +$28.4M 3 16.85% Increased
110
Pentwater Capital Management
Pentwater Capital Management
Florida
$1.05B +$926M 2 11.18% Increased
111
Edgewood Management
Edgewood Management
Connecticut
$1.05B +$54.8M 3 10.62% Increased
112
Vontobel Asset Management
Vontobel Asset Management
New York
$1.05B +$158M 4 10.54% Increased
113
Capital International Investors
Capital International Investors
California
$1.04B -$143M 5 2.68% Reduced
114
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$1.02B +$15.9M 14 3.66% Increased
115
Citadel Advisors
Citadel Advisors
Florida
$998M -$314M 35 1.14% Reduced
116
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$994M +$908M 15 3.95% Increased
117
Citigroup
Citigroup
New York
$981M +$80.6M 48 0.94% Increased
118
JAT Capital Management LP (Connecticut)
JAT Capital Management LP (Connecticut)
Connecticut
$979M +$18.2M 8 18.12% Increased
119
William Blair & Company
William Blair & Company
Illinois
$969M -$32.3M 13 1.58% Reduced
120
CCM
Cantillon Capital Management
New York
$969M +$60.6M 2 22.46% Increased
121
Appaloosa Management
Appaloosa Management
Florida
$964M +$159M 5 13.49% Increased
122
Renaissance Technologies
Renaissance Technologies
New York
$953M +$20M 34 2.22% Increased
123
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$950M -$7M 3 3.76% Reduced
124
SG Americas Securities
SG Americas Securities
New York
$922M -$275M 22 5.35% Reduced
125
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$907M -$219M 5 3.62% Reduced