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 |
Soroban Capital Partners
New York
| $942M | -$65.7M | 4 | 7.1% | Reduced |
|
| 127 |
SG Americas Securities
New York
| $930M | +$9.71M | 22 | 5.47% | Increased |
|
| 128 |
Alkeon Capital Management
New York
| $925M | +$109M | 7 | 18.33% | Increased |
|
| 129 |
Citadel Advisors
Miami,
Florida
| $897M | -$101M | 38 | 0.94% | Reduced |
|
| 130 |
Horizon Kinetics
New York
| $889M | +$9.61M | 13 | 11.47% | Increased |
|
| 131 |
C WorldWide Group
Copenhagen,
Denmark
| $887M | +$881M | 3 | 13.03% | New |
|
| 132 |
Swiss National Bank
Zurich,
Switzerland
| $872M | -$18.8M | 30 | 3.34% | Reduced |
|
| 133 |
USAA
United Services Automobile Association
San Antonio,
Texas
| $853M | -$15.9M | 18 | 3.08% | Reduced |
|
| 134 |
Westfield Capital Management
Boston,
Massachusetts
| $821M | +$11.6M | 6 | 5.01% | Increased |
|
| 135 |
STRS Ohio
Columbus,
Ohio
| $815M | +$138M | 23 | 3.6% | Increased |
|
| 136 |
Appaloosa Management
Miami Beach,
Florida
| $795M | -$154M | 3 | 11.71% | Reduced |
|
| 137 |
Guggenheim Capital
Chicago,
Illinois
| $789M | +$7.96M | 27 | 1.89% | Increased |
|
| 138 |
Axa
Paris,
France
| $788M | -$67.6M | 13 | 3.37% | Reduced |
|
| 139 |
Ruane, Cunniff & Goldfarb
New York
| $772M | +$2.34M | 3 | 4.09% | Increased |
|
| 140 |
Canada Life
Winnipeg,
Manitoba, Canada
| $766M | -$1.16M | 30 | 2.56% | Reduced |
|
| 141 |
Citigroup
New York
| $759M | -$236M | 49 | 0.66% | Reduced |
|
| 142 |
GGHC
Gilder Gagnon Howe & Co
New York
| $749M | +$589K | 7 | 10.89% | Increased |
|
| 143 |
Credit Agricole
Montrouge Cedex,
France
| $749M | -$2.09M | 19 | 3.19% | Reduced |
|
| 144 |
DL
Delta Lloyd
Amsterdam,
Netherlands
| $743M | -$55M | 11 | 6.73% | Reduced |
|
| 145 |
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| $734M | +$30.3M | 1 | 6.4% | Increased |
|
| 146 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $734M | -$16.1M | 18 | 4.21% | Reduced |
|
| 147 |
AQR Capital Management
Greenwich,
Connecticut
| $729M | -$105M | 32 | 2% | Reduced |
|
| 148 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| $724M | -$15.9M | 15 | 2.54% | Reduced |
|
| 149 |
First Trust Advisors
Wheaton,
Illinois
| $720M | -$23.9M | 26 | 2.83% | Reduced |
|
| 150 |
Chevy Chase Trust
Bethesda,
Maryland
| $709M | +$44.8M | 12 | 4.59% | Increased |
|