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 |
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
| $1.19B | +$115M | 1 | 11.51% | Increased |
|
| 127 |
BNP Paribas Financial Markets
Paris,
France
| $1.18B | +$174M | 29 | 5.01% | Increased |
|
| 128 |
Berkshire Hathaway
Omaha,
Nebraska
| $1.15B | +$241M | 3 | 0.89% | Increased |
|
| 129 |
Prudential plc
London, England,
United Kingdom
| $1.15B | +$92.2M | 12 | 4.66% | Increased |
|
| 130 |
Barclays
London,
United Kingdom
| $1.15B | -$103M | 40 | 1.75% | Reduced |
|
| 131 |
Egerton Capital (UK)
London,
United Kingdom
| $1.13B | +$459M | 2 | 10.74% | Increased |
|
| 132 |
CCM
Cantillon Capital Management
New York
| $1.06B | -$40.8M | 3 | 18.61% | Reduced |
|
| 133 |
SRS Investment Management
New York
| $1.06B | -$7.36M | 1 | 38.54% | Reduced |
|
| 134 |
Axa
Paris,
France
| $1.06B | +$103M | 19 | 4.74% | Increased |
|
| 135 |
STRS Ohio
Columbus,
Ohio
| $1.04B | -$7.25M | 19 | 4.69% | Reduced |
|
| 136 |
Chevy Chase Trust
Bethesda,
Maryland
| $1.04B | +$18M | 12 | 5.94% | Increased |
|
| 137 |
Credit Agricole
Montrouge Cedex,
France
| $1.03B | -$44.5M | 18 | 4.9% | Reduced |
|
| 138 |
Calamos Advisors
Naperville,
Illinois
| $1.03B | +$39.3M | 12 | 6.83% | Increased |
|
| 139 |
Aberdeen Asset Management
Aberdeen,
United Kingdom
| $983M | -$151M | 16 | 3.57% | Reduced |
|
| 140 |
Diamond Hill Capital Management
Columbus,
Ohio
| $976M | +$45M | 7 | 6.21% | Increased |
|
| 141 |
Panagora Asset Management
Boston,
Massachusetts
| $972M | +$4.67M | 31 | 4.83% | Increased |
|
| 142 |
Canada Life
Winnipeg,
Manitoba, Canada
| $964M | +$97.7M | 30 | 3.49% | Increased |
|
| 143 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
| $961M | -$1.74M | 40 | 4.17% | Reduced |
|
| 144 |
GGHC
Gilder Gagnon Howe & Co
New York
| $947M | -$25.8M | 6 | 18.61% | Reduced |
|
| 145 |
Renaissance Technologies
New York
| $942M | -$57.7M | 39 | 1.79% | Reduced |
|
| 146 |
Bessemer Group
Woodbridge,
New Jersey
| $915M | +$607M | 21 | 5.16% | Increased |
|
| 147 |
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| $895M | -$35.8M | 1 | 9.92% | Reduced |
|
| 148 |
Pictet Asset Management (UK)
London,
United Kingdom
| $892M | +$40.7M | 16 | 3.94% | Increased |
|
| 149 |
Citadel Advisors
Miami,
Florida
| $886M | -$599M | 29 | 1.12% | Reduced |
|
| 150 |
Comgest Global Investors
Paris,
France
| $872M | -$29.3M | 6 | 29.7% | Reduced |
|