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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
Prudential plc
Prudential plc
United Kingdom
$1.32B -$4.34M 14 4.99% Reduced
127
Canada Life
Canada Life
Manitoba, Canada
$1.32B +$8.78M 34 3.84% Increased
128
Coatue Management
Coatue Management
New York
$1.3B -$2.26M 4 15.89% Reduced
129
Bessemer Group
Bessemer Group
New Jersey
$1.29B +$111M 19 6.51% Increased
130
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$1.29B -$12.2M 18 5.07% Reduced
131
Parnassus Investments
Parnassus Investments
California
$1.28B +$208M 3 7% Increased
132
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$1.21B +$7.63M 5 0.94% Increased
133
Comgest Global Investors
Comgest Global Investors
France
$1.21B -$48.1M 6 35.94% Reduced
134
Axa
Axa
France
$1.2B +$34.2M 17 5.28% Increased
135
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$1.19B +$92M 19 4.49% Increased
136
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.18B +$153M 18 4.33% Increased
137
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$1.17B -$17.2M 5 11% Reduced
138
SAM
Southeastern Asset Management
Tennessee
$1.16B +$69M 4 11.14% Increased
139
STRS Ohio
STRS Ohio
Ohio
$1.15B -$24.4M 24 5.14% Reduced
140
Chevy Chase Trust
Chevy Chase Trust
Maryland
$1.15B -$15.5M 12 6.27% Reduced
141
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.12B -$36.4M 30 5.35% Reduced
142
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.1B +$123M 9 5.21% Increased
143
Korea Investment Corp
Korea Investment Corp
South Korea
$1.1B +$95M 12 5.87% Increased
144
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$1.09B +$103M 5 4.55% Increased
145
Epoch Investment Partners
Epoch Investment Partners
New York
$1.05B +$35.1M 5 3.91% Increased
146
Ninety One (UK)
Ninety One (UK)
United Kingdom
$1.04B -$155M 6 5.09% Reduced
147
CCM
Cantillon Capital Management
New York
$1.04B -$5.61M 3 14.75% Reduced
148
Glenview Capital Management
Glenview Capital Management
New York
$1.04B +$329M 2 7.42% Increased
149
Acadian Asset Management
Acadian Asset Management
Massachusetts
$1.04B +$301M 22 5.13% Increased
150
Macquarie Group
Macquarie Group
Australia
$1.03B -$225M 23 1.98% Reduced