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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
Guggenheim Capital
Guggenheim Capital
Illinois
$719M -$8.63M 31 2.04% Reduced
152
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$712M -$5.16M 9 1.99% Reduced
153
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$705M -$47.2M 21 4.1% Reduced
154
GAMCO Investors
GAMCO Investors
Connecticut
$697M -$15.7M 25 3.76% Reduced
155
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$693M $0 2 0.66% Maintained
156
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$691M -$76.5M 12 5.19% Reduced
157
GGHC
Gilder Gagnon Howe & Co
New York
$680M +$17.9M 6 9.27% Increased
158
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$673M +$3.63M 12 3.9% Increased
159
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$664M -$25.1M 10 2.76% Reduced
160
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$653M +$94.8M 17 4.95% Increased
161
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$651M +$91M 11 1.48% Increased
162
PIM
Platinum Investment Management
Australia
$650M -$51.5M 2 11.59% Reduced
163
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$647M +$105M 15 3.78% Increased
164
Viking Global Investors
Viking Global Investors
Connecticut
$645M -$1.94M 1 2.71% Reduced
165
First Manhattan
First Manhattan
New York
$644M -$14.7M 22 4.24% Reduced
166
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$643M +$12.2M 15 5.22% Increased
167
Harding Loevner
Harding Loevner
New Jersey
$640M -$401M 3 4.87% Reduced
168
Chevy Chase Trust
Chevy Chase Trust
Maryland
$639M +$1.72M 9 4.58% Increased
169
SEI Trust Company
SEI Trust Company
Pennsylvania
$636M -$107M 18 6.34% Reduced
170
Westwood Holdings Group
Westwood Holdings Group
Texas
$626M +$85.6M 5 4.82% Increased
171
Victory Capital Management
Victory Capital Management
Texas
$617M +$155M 8 4.19% Increased
172
Gabelli Funds
Gabelli Funds
New York
$610M +$2.44M 25 3.17% Increased
173
Sculptor Capital
Sculptor Capital
New York
$608M +$91.4M 3 2% Increased
174
NFA
Nationwide Fund Advisors
Ohio
$586M -$171M 31 2.7% Reduced
175
Magellan Asset Management
Magellan Asset Management
Australia
$580M -$61.2M 1 4.57% Reduced