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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
126
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$713M +$671M 2 0.78% New
127
Swiss National Bank
Swiss National Bank
Switzerland
$709M +$700M 26 3.12% New
128
Calamos Advisors
Calamos Advisors
Illinois
$706M +$681M 8 4.61% New
129
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$705M +$702M 2 15.66% New
130
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$702M +$678M 2 3.76% New
131
CCI
Columbus Circle Investors
$698M +$680M 6 5.61% New
132
Harding Loevner
Harding Loevner
New Jersey
$688M +$664M 3 6.67% New
133
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$686M +$666M 18 3.02% New
134
SG Americas Securities
SG Americas Securities
New York
$678M +$659M 16 3.31% New
135
William Blair & Company
William Blair & Company
Illinois
$674M +$658M 13 1.33% New
136
USAA
United Services Automobile Association
Texas
$671M +$657M 13 3.12% New
137
Janus Henderson Group
Janus Henderson Group
$656M +$629M 12 7.67% New
138
KeyBank National Association
KeyBank National Association
Ohio
$655M +$638M 14 2.42% New
139
Axa
Axa
France
$654M +$640M 19 3.47% New
140
Magellan Asset Management
Magellan Asset Management
Australia
$652M +$629M 1 7.27% New
141
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$649M +$631M 10 1.88% New
142
First Manhattan
First Manhattan
New York
$639M +$581M 20 4.39% New
143
Capital International Investors
Capital International Investors
California
$638M +$617M 3 2.91% New
144
Alkeon Capital Management
Alkeon Capital Management
New York
$633M +$605M 6 14.16% New
145
Sculptor Capital
Sculptor Capital
New York
$633M +$599M 5 1.98% New
146
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$630M +$735M 8 3.2% New
147
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$618M +$597M 3 3.98% New
148
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$611M +$588M 15 3.97% New
149
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$609M +$590M 14 3.45% New
150
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$607M +$600M 8 1.93% New