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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
151
First Eagle Investment Management
First Eagle Investment Management
New York
$764M -$40.3M 8 2.08% Reduced
152
NFA
Nationwide Fund Advisors
Ohio
$761M -$11M 35 3.17% Reduced
153
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$760M -$39.9M 14 3.08% Reduced
154
PIM
Platinum Investment Management
Australia
$750M -$96.9M 2 12.98% Reduced
155
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$744M +$88M 9 3.14% Increased
156
Manning & Napier Advisors
Manning & Napier Advisors
New York
$742M -$348M 5 3.35% Reduced
157
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$741M -$36.8M 9 2.07% Reduced
158
SCM
Scout Capital Management
New York
$731M +$62.4M 5 12.03% Increased
159
GAMCO Investors
GAMCO Investors
Connecticut
$730M +$7.19M 24 3.91% Increased
160
Renaissance Technologies
Renaissance Technologies
New York
$727M -$430M 35 1.74% Reduced
161
Viking Global Investors
Viking Global Investors
Connecticut
$727M -$893M 2 3.39% Reduced
162
abrdn Investment Management
abrdn Investment Management
United Kingdom
$727M +$11.8M 10 3.85% Increased
163
GGHC
Gilder Gagnon Howe & Co
New York
$723M -$18.3M 7 10.32% Reduced
164
First Trust Advisors
First Trust Advisors
Illinois
$713M -$1.01M 23 3.46% Reduced
165
First Manhattan
First Manhattan
New York
$705M +$3.1M 21 4.66% Increased
166
MC
Montag & Caldwell
Georgia
$703M -$56.7M 2 5.26% Reduced
167
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$694M -$4.44M 12 4.11% Reduced
168
CCI
Columbus Circle Investors
$676M -$168M 4 4.62% Reduced
169
CBOA
Commonwealth Bank of Australia
Australia
$661M -$23.9M 17 4.54% Reduced
170
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$657M +$28.9M 15 5.26% Increased
171
Chevy Chase Trust
Chevy Chase Trust
Maryland
$657M +$6.76M 9 4.8% Increased
172
Magellan Asset Management
Magellan Asset Management
Australia
$642M -$88M 1 5.3% Reduced
173
Gabelli Funds
Gabelli Funds
New York
$629M -$8.29M 24 3.35% Reduced
174
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$613M +$21.9M 15 3.15% Increased
175
RIM
Rainier Investment Management
Washington
$612M -$106M 5 6.37% Reduced