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 |
Coatue Management
New York
| $1.17B | -$374M | 5 | 16.61% | Reduced |
|
| 127 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $1.14B | -$63.7M | 20 | 2.23% | Reduced |
|
| 128 |
Ninety One (UK)
London,
United Kingdom
| $1.1B | -$83.5M | 7 | 5.68% | Reduced |
|
| 129 |
Bessemer Group
Woodbridge,
New Jersey
| $1.1B | +$209M | 17 | 6.02% | Increased |
|
| 130 |
Citadel Advisors
Miami,
Florida
| $1.1B | +$184M | 33 | 1.22% | Increased |
|
| 131 |
Comgest Global Investors
Paris,
France
| $1.07B | +$91M | 6 | 32.66% | Increased |
|
| 132 |
Berkshire Hathaway
Omaha,
Nebraska
| $1.07B | +$257M | 5 | 0.83% | Increased |
|
| 133 |
STRS Ohio
Columbus,
Ohio
| $1.07B | +$8.89M | 19 | 4.76% | Increased |
|
| 134 |
Ruane, Cunniff & Goldfarb
New York
| $1.06B | +$387M | 6 | 10.13% | Increased |
|
| 135 |
Chevy Chase Trust
Bethesda,
Maryland
| $1.06B | +$11.4M | 12 | 5.92% | Increased |
|
| 136 |
Axa
Paris,
France
| $1.06B | +$11.5M | 18 | 4.72% | Increased |
|
| 137 |
Panagora Asset Management
Boston,
Massachusetts
| $1.05B | +$48M | 33 | 5.22% | Increased |
|
| 138 |
Tiger Global Management
New York
| $1.05B | -$1.55B | 1 | 20.7% | Reduced |
|
| 139 |
Manning & Napier Advisors
Fairport,
New York
| $1.03B | -$177M | 6 | 6.24% | Reduced |
|
| 140 |
Pictet Asset Management (UK)
London,
United Kingdom
| $1.03B | +$36.6M | 17 | 4.02% | Increased |
|
| 141 |
Parnassus Investments
San Francisco,
California
| $1.02B | +$451M | 3 | 6.19% | Increased |
|
| 142 |
BNP Paribas Financial Markets
Paris,
France
| $1B | -$148M | 45 | 4.53% | Reduced |
|
| 143 |
Diamond Hill Capital Management
Columbus,
Ohio
| $994M | +$34.8M | 7 | 6.28% | Increased |
|
| 144 |
Barclays
London,
United Kingdom
| $988M | -$162M | 45 | 1.29% | Reduced |
|
| 145 |
Aberdeen Asset Management
Aberdeen,
United Kingdom
| $969M | -$44.4M | 15 | 3.58% | Reduced |
|
| 146 |
GGHC
Gilder Gagnon Howe & Co
New York
| $952M | -$23M | 7 | 18.92% | Reduced |
|
| 147 |
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| $941M | +$41.8M | 1 | 9.66% | Increased |
|
| 148 |
CCM
Cantillon Capital Management
New York
| $935M | -$25.7M | 3 | 15.75% | Reduced |
|
| 149 |
Calamos Advisors
Naperville,
Illinois
| $933M | -$98.2M | 10 | 6.55% | Reduced |
|
| 150 |
SRS Investment Management
New York
| $933M | -$14.9M | 1 | 28.38% | Reduced |
|