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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
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$1.04B +$43.8M 1 9.13% Increased
152
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.04B +$97.3M 16 2.77% Increased
153
Macquarie Group
Macquarie Group
Australia
$1.03B -$39.2M 21 1.87% Reduced
154
Sanders Capital
Sanders Capital
Florida
$1.02B +$266M 1 6.76% Increased
155
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$1.02B +$82.1M 22 4.8% Increased
156
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.02B -$124M 29 5.71% Reduced
157
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.01B -$22.1M 9 5.68% Reduced
158
GGHC
Gilder Gagnon Howe & Co
New York
$1.01B -$104M 8 16.98% Reduced
159
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$990M +$3.56M 6 6.22% Increased
160
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$980M +$15.1M 14 3.49% Increased
161
Aviva
Aviva
United Kingdom
$975M -$20M 18 5.58% Reduced
162
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$963M +$44.9M 29 7.31% Increased
163
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$948M +$20.1M 15 5.23% Increased
164
CCM
Cantillon Capital Management
New York
$946M -$40.7M 3 12.09% Reduced
165
GAMCO Investors
GAMCO Investors
Connecticut
$946M -$11.3M 29 5.99% Reduced
166
Two Sigma Investments
Two Sigma Investments
New York
$946M +$486M 35 3.18% Increased
167
Glenview Capital Management
Glenview Capital Management
New York
$917M -$87M 2 6.08% Reduced
168
Victory Capital Management
Victory Capital Management
Texas
$916M -$56.3M 24 2.18% Reduced
169
National Pension Service
National Pension Service
South Korea
$908M +$25.1M 8 6.08% Increased
170
Guggenheim Capital
Guggenheim Capital
Illinois
$898M -$35.9M 32 2.43% Reduced
171
Westfield Capital Management
Westfield Capital Management
Massachusetts
$832M +$48.4M 9 7.15% Increased
172
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$807M -$68.7M 20 5.76% Reduced
173
Millennium Management
Millennium Management
New York
$797M -$317M 35 1.46% Reduced
174
First Pacific Advisors
First Pacific Advisors
California
$787M -$9.11M 7 6.32% Reduced
175
PointState Capital
PointState Capital
New York
$786M +$350M 3 8.2% Increased