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 |
STRS Ohio
Columbus,
Ohio
| $1.34B | +$59.7M | 28 | 5.82% | Increased |
|
| 127 |
Barclays
London,
United Kingdom
| $1.33B | -$3.9M | 51 | 1.45% | Reduced |
|
| 128 |
Chevy Chase Trust
Bethesda,
Maryland
| $1.32B | +$35.8M | 12 | 6.46% | Increased |
|
| 129 |
Vontobel Asset Management
New York
| $1.31B | -$178M | 3 | 11.21% | Reduced |
|
| 130 |
Comgest Global Investors
Paris,
France
| $1.31B | -$27.2M | 6 | 35.11% | Reduced |
|
| 131 |
1832 Asset Management
Toronto,
Ontario, Canada
| $1.29B | -$606M | 11 | 4.63% | Reduced |
|
| 132 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| $1.27B | -$11.7M | 5 | 4.96% | Reduced |
|
| 133 |
Berkshire Hathaway
Omaha,
Nebraska
| $1.26B | +$9.7M | 2 | 0.78% | Increased |
|
| 134 |
Panagora Asset Management
Boston,
Massachusetts
| $1.25B | +$49.4M | 34 | 5.18% | Increased |
|
| 135 |
Korea Investment Corp
Seoul,
South Korea
| $1.23B | -$80.6M | 14 | 6.08% | Reduced |
|
| 136 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.22B | -$678M | 28 | 0.62% | Reduced |
|
| 137 |
DZ Bank
Frankfurt Am Main,
Germany
| $1.17B | +$766K | 12 | 5.32% | Increased |
|
| 138 |
Polen Capital Management
Boca Raton,
Florida
| $1.17B | +$82.5M | 2 | 10.86% | Increased |
|
| 139 |
Epoch Investment Partners
New York
| $1.16B | +$115M | 10 | 3.88% | Increased |
|
| 140 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
| $1.15B | -$2.57M | 4 | 11.69% | Reduced |
|
| 141 |
Diamond Hill Capital Management
Columbus,
Ohio
| $1.14B | -$21.7M | 7 | 6.37% | Reduced |
|
| 142 |
William Blair Investment Management
Chicago,
Illinois
| $1.12B | -$168M | 5 | 4.21% | Reduced |
|
| 143 |
Two Sigma Advisers
New York
| $1.11B | +$463M | 34 | 3.64% | Increased |
|
| 144 |
Raymond James & Associates
St Petersburg,
Florida
| $1.09B | +$64.1M | 30 | 2.54% | Increased |
|
| 145 |
Egerton Capital (UK)
London,
United Kingdom
| $1.09B | -$378M | 2 | 11.74% | Reduced |
|
| 146 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
| $1.07B | +$7.55M | 43 | 4.31% | Increased |
|
| 147 |
Janus Henderson Group
London,
| $1.07B | +$56.5M | 18 | 7.5% | Increased |
|
| 148 |
FIG
Fortress Investment Group
New York
| $1.06B | $0 | 1 | 3.81% | Maintained |
|
| 149 |
SEI Investments
Oaks,
Pennsylvania
| $1.06B | +$54.4M | 36 | 4.64% | Increased |
|
| 150 |
Axa
Paris,
France
| $1.05B | -$54.6M | 19 | 4.74% | Reduced |
|