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
London,
United Kingdom
| $2.28B | -$27.8M | 42 | 4.25% | Reduced |
|
| 102 |
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| $2.22B | +$221M | 15 | 16.97% | Increased |
|
| 103 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $2.2B | -$46.7M | 48 | 2.2% | Reduced |
|
| 104 |
DZ Bank
Frankfurt Am Main,
Germany
| $2.18B | +$435M | 11 | 6.49% | Increased |
|
| 105 |
Polen Capital Management
Boca Raton,
Florida
| $2.15B | +$66.9M | 2 | 9.9% | Increased |
|
| 106 |
Ruane, Cunniff & Goldfarb
New York
| $2.15B | -$5.62M | 5 | 28.2% | Reduced |
|
| 107 |
Ninety One (UK)
London,
United Kingdom
| $2.14B | -$1.28B | 10 | 8.34% | Reduced |
|
| 108 |
Brown Advisory
Baltimore,
Maryland
| $2.12B | +$41.2M | 22 | 5.96% | Increased |
|
| 109 |
D1 Capital Partners
New York
| $2.11B | +$651M | 4 | 29.17% | Increased |
|
| 110 |
D.E. Shaw & Co
New York
| $2.11B | -$510M | 41 | 2.59% | Reduced |
|
| 111 |
Chevy Chase Trust
Bethesda,
Maryland
| $2.07B | +$10.3M | 13 | 8.48% | Increased |
|
| 112 |
CIBC Private Wealth Group
Atlanta,
Georgia
| $2.06B | +$9.11M | 13 | 7.25% | Increased |
|
| 113 |
Canada Life
Winnipeg,
Manitoba, Canada
| $2.05B | -$6.74M | 28 | 4.87% | Reduced |
|
| 114 |
Bessemer Group
Woodbridge,
New Jersey
| $2.01B | -$190M | 27 | 7.17% | Reduced |
|
| 115 |
Renaissance Technologies
New York
| $2B | -$296M | 46 | 1.69% | Reduced |
|
| 116 |
First Eagle Investment Management
New York
| $1.98B | -$90.3M | 3 | 5.61% | Reduced |
|
| 117 |
Lone Pine Capital
Greenwich,
Connecticut
| $1.92B | +$1.04B | 3 | 11.3% | Increased |
|
| 118 |
Prudential plc
London, England,
United Kingdom
| $1.89B | -$49.7M | 15 | 5.56% | Reduced |
|
| 119 |
Vontobel Asset Management
New York
| $1.88B | +$25.2M | 5 | 12.66% | Increased |
|
| 120 |
Korea Investment Corp
Seoul,
South Korea
| $1.81B | +$5.32M | 17 | 7.66% | Increased |
|
| 121 |
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
| $1.78B | +$13M | 3 | 14.26% | Increased |
|
| 122 |
Brown Brothers Harriman & Co
New York
| $1.74B | -$91.9M | 30 | 11.61% | Reduced |
|
| 123 |
Baupost Group
Boston,
Massachusetts
| $1.73B | +$154M | 4 | 19.59% | Increased |
|
| 124 |
Veritas Asset Management
London,
United Kingdom
| $1.73B | +$48M | 2 | 16.83% | Increased |
|
| 125 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
| $1.73B | -$593M | 31 | 6.65% | Reduced |
|