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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
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$707M -$302M 5 3.19% Reduced
152
Calamos Advisors
Calamos Advisors
Illinois
$701M +$57.8M 9 4.68% Increased
153
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$696M -$35.5M 23 4.12% Reduced
154
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$686M -$7.45M 15 5.41% Reduced
155
GAMCO Investors
GAMCO Investors
Connecticut
$684M +$32.7M 25 3.68% Increased
156
TCMV
Technology Crossover Management VII
California
$679M +$683M 1 45.75% New
157
PIM
Platinum Investment Management
Australia
$676M -$95.4M 2 13.76% Reduced
158
Renaissance Technologies
Renaissance Technologies
New York
$672M -$309M 37 1.84% Reduced
159
SAM
Southeastern Asset Management
Tennessee
$671M -$13.5M 2 3.66% Reduced
160
NFA
Nationwide Fund Advisors
Ohio
$671M -$44.2M 41 2.84% Reduced
161
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$660M -$77.7M 12 4.72% Reduced
162
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$655M -$49.3M 14 3.66% Reduced
163
First Eagle Investment Management
First Eagle Investment Management
New York
$654M +$7.7M 11 1.62% Increased
164
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$644M -$16.3M 18 5.22% Reduced
165
First Manhattan
First Manhattan
New York
$638M -$7.11M 22 3.71% Reduced
166
Panagora Asset Management
Panagora Asset Management
Massachusetts
$628M -$66M 28 3.04% Reduced
167
SEI Trust Company
SEI Trust Company
Pennsylvania
$627M -$21.8M 21 6.07% Reduced
168
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$612M -$83.1M 12 4.25% Reduced
169
Sculptor Capital
Sculptor Capital
New York
$605M +$134M 4 1.75% Increased
170
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$601M -$21.6M 16 2.89% Reduced
171
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$597M +$1.71M 3 4.61% Increased
172
Harding Loevner
Harding Loevner
New Jersey
$595M +$14.2M 2 4.4% Increased
173
Gabelli Funds
Gabelli Funds
New York
$594M +$9.78M 27 3.01% Increased
174
Westwood Holdings Group
Westwood Holdings Group
Texas
$590M -$7.32M 5 4.64% Reduced
175
Magellan Asset Management
Magellan Asset Management
Australia
$584M -$40.9M 1 4.6% Reduced