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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
Acadian Asset Management
Acadian Asset Management
Massachusetts
$1.13B -$327M 26 4.91% Reduced
152
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$1.13B -$12M 15 5.45% Reduced
153
Third Point
Third Point
New York
$1.11B +$772M 2 8.02% Increased
154
Jane Street
Jane Street
New York
$1.1B -$126M 28 3.16% Reduced
155
GGHC
Gilder Gagnon Howe & Co
New York
$1.09B -$102M 13 14.67% Reduced
156
Aviva
Aviva
United Kingdom
$1.09B -$127M 17 6.15% Reduced
157
Los Angeles Capital Management
Los Angeles Capital Management
California
$1.08B -$55.6M 18 5.9% Reduced
158
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$1.06B +$48.1M 14 7.49% Increased
159
CCM
Cantillon Capital Management
New York
$1.06B -$74.9M 3 12.53% Reduced
160
William Blair Investment Management
William Blair Investment Management
Illinois
$1.04B -$282M 7 4.03% Reduced
161
First Pacific Advisors
First Pacific Advisors
California
$1.03B +$24.2M 7 7.72% Increased
162
Glenview Capital Management
Glenview Capital Management
New York
$1.03B -$91.5M 3 5.56% Reduced
163
Natixis
Natixis
France
$1.01B +$469M 17 7.8% Increased
164
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.01B +$685M 10 2.43% Increased
165
Aperio Group
Aperio Group
California
$1.01B +$40M 32 5.11% Increased
166
MFM
MHR Fund Management
New York
$1B $0 3 44.82% Maintained
167
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$999M +$32.7M 14 11.47% Increased
168
ProShare Advisors
ProShare Advisors
Maryland
$995M +$265M 25 6.9% Increased
169
Point72 Asset Management
Point72 Asset Management
Connecticut
$970M +$108M 16 4.19% Increased
170
US Bancorp
US Bancorp
Minnesota
$955M +$9.96M 42 2.92% Increased
171
C WorldWide Group
C WorldWide Group
Denmark
$947M -$46.4M 4 13.69% Reduced
172
PointState Capital
PointState Capital
New York
$947M -$316M 4 9.2% Reduced
173
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$939M +$2.93M 5 7.77% Increased
174
Stifel Financial
Stifel Financial
Missouri
$931M -$516K 28 2.95% Reduced
175
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$916M +$52.5M 17 6.45% Increased