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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
Credit Suisse
Credit Suisse
Switzerland
$1.44B -$964M 37 1.72% Reduced
102
Adage Capital Partners
Adage Capital Partners
Massachusetts
$1.41B -$19M 12 3.91% Reduced
103
TCI Fund Management
TCI Fund Management
United Kingdom
$1.39B +$683M 2 27.36% Increased
104
Macquarie Group
Macquarie Group
Australia
$1.38B +$20.3M 19 2.96% Increased
105
Coatue Management
Coatue Management
New York
$1.37B +$345M 5 15.38% Increased
106
Edgewood Management
Edgewood Management
Connecticut
$1.37B -$120M 3 11.56% Reduced
107
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$1.36B +$21.1M 38 4.62% Increased
108
1832 Asset Management
1832 Asset Management
Ontario, Canada
$1.3B -$431M 10 5.44% Reduced
109
HCM
Highfields Capital Management
Massachusetts
$1.29B +$519M 5 11.37% Increased
110
BlackRock Japan
BlackRock Japan
Japan
$1.28B +$68.3M 17 5.13% Increased
111
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$1.24B -$6.27M 30 4.81% Reduced
112
SRS Investment Management
SRS Investment Management
New York
$1.22B +$170M 1 40.42% Increased
113
Boston Partners
Boston Partners
Massachusetts
$1.22B +$35.3M 12 1.86% Increased
114
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$1.21B +$51.4M 16 4.69% Increased
115
Marsico Capital Management
Marsico Capital Management
Colorado
$1.17B +$383M 5 12.22% Increased
116
Nordea Investment Management
Nordea Investment Management
Sweden
$1.14B -$157M 21 4.22% Reduced
117
Veritas Asset Management
Veritas Asset Management
United Kingdom
$1.13B +$57M 4 15.24% Increased
118
AQR Capital Management
AQR Capital Management
Connecticut
$1.11B +$237M 27 2.21% Increased
119
Swedbank
Swedbank
Sweden
$1.1B +$18.4M 4 9.09% Increased
120
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$1.08B -$109M 13 3.69% Reduced
121
abrdn Investment Management
abrdn Investment Management
United Kingdom
$1.07B +$188M 5 4.6% Increased
122
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$1.07B -$153M 20 4.53% Reduced
123
Harding Loevner
Harding Loevner
New Jersey
$1.06B -$142M 3 8.52% Reduced
124
USAA
United Services Automobile Association
Texas
$1.04B -$6.2M 20 3.89% Reduced
125
Renaissance Technologies
Renaissance Technologies
New York
$1.04B +$135M 39 2.47% Increased