← All themes

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
Alecta Tjanstepension Omsesidigt
Sweden
$1.58B -$128M 1 12.86% Reduced
127
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$1.56B -$27.2M 24 6.63% Reduced
128
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.53B +$201M 2 7.97% Increased
129
Korea Investment Corp
Korea Investment Corp
South Korea
$1.49B +$33.4M 13 6.78% Increased
130
Vontobel Asset Management
Vontobel Asset Management
New York
$1.48B -$329M 4 10.52% Reduced
131
STRS Ohio
STRS Ohio
Ohio
$1.47B -$91.3M 25 6.26% Reduced
132
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.42B -$10.9M 33 5.33% Reduced
133
Soroban Capital Partners
Soroban Capital Partners
New York
$1.41B +$68.2M 3 5.83% Increased
134
1832 Asset Management
1832 Asset Management
Ontario, Canada
$1.39B -$25.5M 12 4.52% Reduced
135
Polen Capital Management
Polen Capital Management
Florida
$1.38B +$12.2M 3 10.24% Increased
136
Raymond James & Associates
Raymond James & Associates
Florida
$1.38B +$36.6M 34 2.53% Increased
137
Sanders Capital
Sanders Capital
Florida
$1.37B +$26.9M 1 7.43% Increased
138
National Pension Service
National Pension Service
South Korea
$1.3B +$47.4M 7 6.47% Increased
139
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$1.29B +$135M 9 4.86% Increased
140
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.28B +$23.9M 31 6.24% Increased
141
Axa
Axa
France
$1.25B +$15.9M 20 4.91% Increased
142
HCM
Highfields Capital Management
Massachusetts
$1.25B +$660M 5 10.37% Increased
143
Harding Loevner
Harding Loevner
New Jersey
$1.24B +$156M 5 7.03% Increased
144
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.22B -$1.03B 33 0.43% Reduced
145
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$1.2B -$5.24M 8 6.03% Reduced
146
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$1.2B +$142M 21 5.38% Increased
147
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$1.15B +$87.4M 30 7.35% Increased
148
SEI Investments
SEI Investments
Pennsylvania
$1.14B -$40.5M 39 3.97% Reduced
149
Guggenheim Capital
Guggenheim Capital
Illinois
$1.14B +$81.5M 31 2.7% Increased
150
JSP
Jackson Square Partners
California
$1.13B -$269M 4 5.76% Reduced