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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
HSBC Holdings
HSBC Holdings
United Kingdom
$2.36B -$667M 38 4.48% Reduced
102
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$2.34B -$51.9M 22 8.71% Reduced
103
USAA
United Services Automobile Association
Texas
$2.3B -$11.6M 37 5.72% Reduced
104
Bessemer Group
Bessemer Group
New Jersey
$2.24B +$244M 24 7.54% Increased
105
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$2.22B -$142M 48 2.18% Reduced
106
National Pension Service
National Pension Service
South Korea
$2.21B +$138M 12 7.38% Increased
107
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$2.12B +$172M 15 16.76% Increased
108
Canada Life
Canada Life
Manitoba, Canada
$2.1B +$488M 43 4.79% Increased
109
Chevy Chase Trust
Chevy Chase Trust
Maryland
$2.09B +$5.48M 13 8.66% Increased
110
Brown Advisory
Brown Advisory
Maryland
$2.05B -$106M 23 5.86% Reduced
111
Ninety One (UK)
Ninety One (UK)
United Kingdom
$2.03B +$1.25B 10 7.74% Increased
112
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$2.03B +$210M 13 7.13% Increased
113
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$1.99B -$891M 5 26.85% Reduced
114
Prudential plc
Prudential plc
United Kingdom
$1.96B +$427M 12 5.99% Increased
115
First Eagle Investment Management
First Eagle Investment Management
New York
$1.91B -$7.38M 5 5.17% Reduced
116
D1 Capital Partners
D1 Capital Partners
New York
$1.86B -$17.6M 4 26.47% Reduced
117
Baupost Group
Baupost Group
Massachusetts
$1.85B +$70.6M 4 16.74% Increased
118
Polen Capital Management
Polen Capital Management
Florida
$1.84B +$247M 2 8.94% Increased
119
Korea Investment Corp
Korea Investment Corp
South Korea
$1.82B +$4.7M 18 7.83% Increased
120
Vontobel Asset Management
Vontobel Asset Management
New York
$1.78B -$53.4M 5 13.39% Reduced
121
DZ Bank
DZ Bank
Germany
$1.72B -$423M 12 5.31% Reduced
122
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.69B +$46.2M 30 5.12% Increased
123
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$1.68B +$161M 3 13.75% Increased
124
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.67B -$163M 27 11.11% Reduced
125
STRS Ohio
STRS Ohio
Ohio
$1.65B +$60.5M 32 7.35% Increased