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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
GGHC
Gilder Gagnon Howe & Co
New York
$1.64B -$125M 14 16.55% Reduced
127
Harding Loevner
Harding Loevner
New Jersey
$1.6B +$103M 5 7.36% Increased
128
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.59B +$67.5M 54 3.17% Increased
129
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.58B -$278M 22 3.37% Reduced
130
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.56B +$16.5M 4 2.84% Increased
131
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$1.56B +$2.73M 19 7.29% Increased
132
SRS Investment Management
SRS Investment Management
New York
$1.56B +$47.3M 4 33.36% Increased
133
Aperio Group
Aperio Group
California
$1.55B +$6.78M 47 6.35% Increased
134
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$1.55B +$25.8M 5 5.93% Increased
135
Veritas Asset Management
Veritas Asset Management
United Kingdom
$1.51B -$22.7M 2 12.87% Reduced
136
First Pacific Advisors
First Pacific Advisors
California
$1.51B -$38.8M 7 13.14% Reduced
137
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$1.48B +$369M 24 7.43% Increased
138
Los Angeles Capital Management
Los Angeles Capital Management
California
$1.48B -$14.8M 20 7.93% Reduced
139
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.48B +$403M 21 3.68% Increased
140
LT
Lindsell Train
United Kingdom
$1.45B +$100M 3 24.66% Increased
141
Stifel Financial
Stifel Financial
Missouri
$1.44B +$55.3M 33 3.72% Increased
142
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.43B -$58.3M 44 6.42% Reduced
143
Parnassus Investments
Parnassus Investments
California
$1.43B -$231M 2 5.41% Reduced
144
ProShare Advisors
ProShare Advisors
Maryland
$1.42B -$129M 25 8.5% Reduced
145
1832 Asset Management
1832 Asset Management
Ontario, Canada
$1.42B +$6.28M 13 4.59% Increased
146
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$1.41B -$15.7M 31 8.62% Reduced
147
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.4B -$78.1M 37 7.51% Reduced
148
Sanders Capital
Sanders Capital
Florida
$1.37B +$49.1M 1 6.29% Increased
149
Coatue Management
Coatue Management
New York
$1.35B +$22.1M 5 11.4% Increased
150
SEI Investments
SEI Investments
Pennsylvania
$1.35B -$119M 34 4.39% Reduced