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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
$1.35B -$37.3M 41 1.48% Reduced
102
Citadel Advisors
Citadel Advisors
Florida
$1.34B +$468M 40 1.32% Increased
103
Sculptor Capital
Sculptor Capital
New York
$1.28B +$618M 7 3.45% Increased
104
Barclays
Barclays
United Kingdom
$1.24B +$241M 45 1.19% Increased
105
William Blair & Company
William Blair & Company
Illinois
$1.23B +$133M 13 1.98% Increased
106
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$1.21B +$128M 22 4.69% Increased
107
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$1.21B -$14.5M 29 3.79% Reduced
108
abrdn Investment Management
abrdn Investment Management
United Kingdom
$1.16B -$65.7M 11 4.57% Reduced
109
Fred Alger Management
Fred Alger Management
New York
$1.13B -$198M 6 5.44% Reduced
110
Edgewood Management
Edgewood Management
Connecticut
$1.11B +$54.8M 3 10.26% Increased
111
Institutional Capital
Institutional Capital
Illinois
$1.11B +$10.4M 2 6.68% Increased
112
Adage Capital Partners
Adage Capital Partners
Massachusetts
$1.09B -$3.44M 11 2.67% Reduced
113
MTB
Mizuho Trust & Banking
Japan
$1.08B +$21.7M 15 3.81% Increased
114
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$1.07B -$883K 8 3.87% Reduced
115
Viking Global Investors
Viking Global Investors
Connecticut
$1.05B -$307M 2 4.84% Reduced
116
Swedbank
Swedbank
Sweden
$1.05B +$1.04B 3 8.12% New
117
BlackRock Japan
BlackRock Japan
Japan
$1.05B +$94.9M 15 4.02% Increased
118
TCW Group
TCW Group
California
$1.03B -$218M 12 4.31% Reduced
119
Marsico Capital Management
Marsico Capital Management
Colorado
$1.01B -$556M 4 8.13% Reduced
120
CCM
Cantillon Capital Management
New York
$1.01B +$4.53M 2 20.79% Increased
121
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$1B +$44M 18 3.44% Increased
122
Veritas Asset Management
Veritas Asset Management
United Kingdom
$970M +$21M 5 15.34% Increased
123
Icahn Carl
Icahn Carl
Florida
$960M $0 2 3.01% Maintained
124
Comgest Global Investors
Comgest Global Investors
France
$936M +$917M 5 28.56% New
125
Janus Henderson Group
Janus Henderson Group
$922M -$204M 14 6.65% Reduced