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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
Horizon Kinetics
Horizon Kinetics
New York
$900M -$22.6M 11 11.26% Reduced
127
abrdn Investment Management
abrdn Investment Management
United Kingdom
$899M +$34.1M 10 4.01% Increased
128
Swiss National Bank
Swiss National Bank
Switzerland
$894M +$42M 29 3.31% Increased
129
BlackRock Japan
BlackRock Japan
Japan
$889M -$97.1M 11 4.06% Reduced
130
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$871M -$208M 10 3.34% Reduced
131
Icahn Carl
Icahn Carl
Florida
$863M -$105M 2 2.24% Reduced
132
USAA
United Services Automobile Association
Texas
$858M -$8.85M 16 3.15% Reduced
133
AQR Capital Management
AQR Capital Management
Connecticut
$846M -$136M 29 2.28% Reduced
134
Axa
Axa
France
$845M -$52M 13 3.52% Reduced
135
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$840M +$77.8M 19 4.29% Increased
136
Alkeon Capital Management
Alkeon Capital Management
New York
$816M -$243M 5 14.91% Reduced
137
Westfield Capital Management
Westfield Capital Management
Massachusetts
$815M -$5.46M 6 4.85% Reduced
138
Veritas Asset Management
Veritas Asset Management
United Kingdom
$793M +$350M 2 13.41% Increased
139
Guggenheim Capital
Guggenheim Capital
Illinois
$790M -$30.3M 28 2% Reduced
140
Canada Life
Canada Life
Manitoba, Canada
$776M -$19.7M 28 2.54% Reduced
141
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$773M -$546M 35 0.73% Reduced
142
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$770M -$1.14M 3 4.11% Reduced
143
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$758M +$16.1M 1 6.44% Increased
144
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$756M -$45.6M 16 4.26% Reduced
145
First Trust Advisors
First Trust Advisors
Illinois
$750M -$81.7M 21 3.11% Reduced
146
SAM
Southeastern Asset Management
Tennessee
$744M -$62M 2 3.96% Reduced
147
Credit Agricole
Credit Agricole
France
$744M -$160M 19 3.15% Reduced
148
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$735M -$45.1M 13 5.26% Reduced
149
GGHC
Gilder Gagnon Howe & Co
New York
$734M -$13.8M 7 9.73% Reduced
150
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$731M -$3.39M 21 4.12% Reduced