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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
BlackRock Japan
BlackRock Japan
Japan
$1.75B +$5.54M 20 5.98% Increased
102
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.74B -$416M 2 7.76% Reduced
103
Adage Capital Partners
Adage Capital Partners
Massachusetts
$1.74B +$48.1M 12 4.78% Increased
104
MTB
Mizuho Trust & Banking
Japan
$1.68B +$17.5M 14 4.96% Increased
105
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.67B +$39.5M 37 1.94% Increased
106
abrdn Investment Management
abrdn Investment Management
United Kingdom
$1.64B -$23.2M 6 6.77% Reduced
107
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.6B +$562M 23 5.21% Increased
108
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.59B +$461M 44 6.56% Increased
109
HSBC Holdings
HSBC Holdings
United Kingdom
$1.58B +$139M 22 3.94% Increased
110
Carmignac Gestion
Carmignac Gestion
France
$1.55B -$18.4M 5 11.55% Reduced
111
Vontobel Asset Management
Vontobel Asset Management
New York
$1.53B -$20.5M 3 12% Reduced
112
Tiger Global Management
Tiger Global Management
New York
$1.52B +$298M 3 21.89% Increased
113
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$1.51B -$744M 3 10.6% Reduced
114
JSP
Jackson Square Partners
California
$1.5B -$358M 6 6.71% Reduced
115
Swedbank
Swedbank
Sweden
$1.44B +$39.1M 4 11.78% Increased
116
USAA
United Services Automobile Association
Texas
$1.4B +$31.7M 18 4.76% Increased
117
1832 Asset Management
1832 Asset Management
Ontario, Canada
$1.4B -$147M 12 5.28% Reduced
118
First Trust Advisors
First Trust Advisors
Illinois
$1.4B +$52.3M 26 4.17% Increased
119
William Blair Investment Management
William Blair Investment Management
Illinois
$1.39B -$57.9M 6 5.25% Reduced
120
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.38B -$13.5M 24 6.31% Reduced
121
HCM
Highfields Capital Management
Massachusetts
$1.37B -$137M 5 12.86% Reduced
122
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$1.36B $0 1 13% Maintained
123
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$1.35B -$122M 2 15.31% Reduced
124
Harding Loevner
Harding Loevner
New Jersey
$1.35B -$160M 3 9.72% Reduced
125
Magellan Asset Management
Magellan Asset Management
Australia
$1.34B +$29.3M 2 6.74% Increased