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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
Veritas Asset Management
Veritas Asset Management
United Kingdom
$1.72B -$640M 3 14.12% Reduced
127
Axa
Axa
France
$1.71B +$130M 20 6.57% Increased
128
Korea Investment Corp
Korea Investment Corp
South Korea
$1.71B -$50.3M 14 7.77% Reduced
129
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$1.7B -$20.7M 24 6.91% Reduced
130
Millennium Management
Millennium Management
New York
$1.67B +$600M 44 2.18% Increased
131
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.67B -$57M 35 6.62% Reduced
132
National Pension Service
National Pension Service
South Korea
$1.66B +$78.8M 8 7.53% Increased
133
Coatue Management
Coatue Management
New York
$1.63B -$285M 4 13.74% Reduced
134
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$1.63B +$165M 14 15.48% Increased
135
First Pacific Advisors
First Pacific Advisors
California
$1.62B +$376M 7 11.63% Increased
136
DZ Bank
DZ Bank
Germany
$1.61B -$79.6M 11 5.95% Reduced
137
STRS Ohio
STRS Ohio
Ohio
$1.57B -$34.1M 29 6.78% Reduced
138
Harding Loevner
Harding Loevner
New Jersey
$1.57B +$93.2M 5 8.81% Increased
139
Ninety One (UK)
Ninety One (UK)
United Kingdom
$1.55B +$113M 9 7.68% Increased
140
First Eagle Investment Management
First Eagle Investment Management
New York
$1.52B +$1.17M 9 3.74% Increased
141
Polen Capital Management
Polen Capital Management
Florida
$1.52B +$22.2M 3 9.76% Increased
142
SAM
Southeastern Asset Management
Tennessee
$1.5B +$159M 5 16.74% Increased
143
JSP
Jackson Square Partners
California
$1.49B +$92.4M 7 7.62% Increased
144
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$1.49B +$149M 10 5.6% Increased
145
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.47B +$241M 21 2.99% Increased
146
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.46B -$235M 2 7.7% Reduced
147
Melvin Capital Management
Melvin Capital Management
New York
$1.45B +$803M 5 13.15% Increased
148
Sanders Capital
Sanders Capital
Florida
$1.43B -$23.4M 1 7.68% Reduced
149
Los Angeles Capital Management
Los Angeles Capital Management
California
$1.42B +$26.7M 21 7.87% Increased
150
1832 Asset Management
1832 Asset Management
Ontario, Canada
$1.42B +$189M 11 4.8% Increased