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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
Axa
Axa
France
$1.06B -$56.2M 18 4.82% Reduced
152
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.06B -$1.88M 32 5.82% Reduced
153
PointState Capital
PointState Capital
New York
$1.06B +$210M 3 11.49% Increased
154
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$1.02B -$9.54M 13 3.41% Reduced
155
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$1.02B +$2.89M 29 7.53% Increased
156
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.01B -$91.4M 8 5.58% Reduced
157
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$1.01B +$3.11M 15 5.42% Increased
158
GGHC
Gilder Gagnon Howe & Co
New York
$1B -$68.7M 10 14.79% Reduced
159
SAM
Southeastern Asset Management
Tennessee
$983M -$259M 4 10.79% Reduced
160
CCM
Cantillon Capital Management
New York
$975M -$42.3M 3 12.17% Reduced
161
Guggenheim Capital
Guggenheim Capital
Illinois
$968M +$38.3M 33 2.56% Increased
162
Macquarie Group
Macquarie Group
Australia
$950M -$141M 22 1.74% Reduced
163
Glenview Capital Management
Glenview Capital Management
New York
$946M +$8.21M 2 6.14% Increased
164
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$934M -$208M 2 9.37% Reduced
165
GAMCO Investors
GAMCO Investors
Connecticut
$919M +$12.3M 29 5.87% Increased
166
Lone Pine Capital
Lone Pine Capital
Connecticut
$902M +$364M 2 4.59% Increased
167
Victory Capital Management
Victory Capital Management
Texas
$880M -$14.6M 23 2.06% Reduced
168
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$860M +$3.6M 20 5.93% Increased
169
First Pacific Advisors
First Pacific Advisors
California
$855M +$12.2M 6 6.48% Increased
170
Stifel Financial
Stifel Financial
Missouri
$840M +$61M 25 3.1% Increased
171
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$828M +$17.1M 5 7.64% Increased
172
MFM
MHR Fund Management
New York
$823M $0 2 47.02% Maintained
173
C WorldWide Group
C WorldWide Group
Denmark
$821M +$27.1M 4 12.46% Increased
174
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$817M +$297M 16 6.5% Increased
175
ACI
AMP Capital Investors
Australia
$812M +$7.19M 20 4.82% Increased