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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
abrdn Investment Management
abrdn Investment Management
United Kingdom
$977M -$200M 4 3.99% Reduced
127
Westfield Capital Management
Westfield Capital Management
Massachusetts
$966M +$85.9M 7 5.57% Increased
128
Soroban Capital Partners
Soroban Capital Partners
New York
$964M +$73M 3 9% Increased
129
USAA
United Services Automobile Association
Texas
$961M +$86.6M 18 3.37% Increased
130
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$952M -$886M 34 0.43% Reduced
131
Janus Henderson Group
Janus Henderson Group
$950M +$3.89M 14 7.33% Increased
132
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$950M +$216M 18 5.7% Increased
133
Comgest Global Investors
Comgest Global Investors
France
$936M -$167K 5 29.19% Reduced
134
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$925M +$200M 5 6.42% Increased
135
TCW Group
TCW Group
California
$886M -$192M 12 4.25% Reduced
136
HCM
Highfields Capital Management
Massachusetts
$866M $0 3 7.72% Maintained
137
Guggenheim Capital
Guggenheim Capital
Illinois
$858M +$55.4M 32 2.03% Increased
138
C WorldWide Group
C WorldWide Group
Denmark
$858M -$11.1M 4 12.25% Reduced
139
Marsico Capital Management
Marsico Capital Management
Colorado
$855M -$211M 4 7.21% Reduced
140
STRS Ohio
STRS Ohio
Ohio
$840M -$22.4M 21 3.7% Reduced
141
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$807M +$538K 13 3.47% Increased
142
Calamos Advisors
Calamos Advisors
Illinois
$797M +$28.6M 12 4.99% Increased
143
SIG
Senator Investment Group
New York
$778M +$322M 4 7.47% Increased
144
Credit Agricole
Credit Agricole
France
$776M -$30.7M 17 3.46% Reduced
145
GAMCO Investors
GAMCO Investors
Connecticut
$775M +$19.1M 25 4.07% Increased
146
Citigroup
Citigroup
New York
$773M -$8.09M 51 0.75% Reduced
147
Chevy Chase Trust
Chevy Chase Trust
Maryland
$772M +$30.4M 11 4.66% Increased
148
Alkeon Capital Management
Alkeon Capital Management
New York
$747M -$40.1M 6 14.27% Reduced
149
Magellan Asset Management
Magellan Asset Management
Australia
$745M +$35.2M 1 4.8% Increased
150
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$740M -$30.9M 3 3.51% Reduced