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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
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$1.34B +$20.9M 27 8.24% Increased
152
Axa
Axa
France
$1.34B -$236M 24 5.22% Reduced
153
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$1.34B -$20.5M 8 7.14% Reduced
154
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$1.33B -$63.6M 25 6.55% Reduced
155
TCMV
Technology Crossover Management VII
California
$1.3B $0 1 48% Maintained
156
Asset Management One
Asset Management One
Japan
$1.29B +$103M 24 6.32% Increased
157
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.28B -$195M 22 3.3% Reduced
158
US Bancorp
US Bancorp
Minnesota
$1.26B +$7.01M 46 3.5% Increased
159
Yacktman Asset Management
Yacktman Asset Management
Texas
$1.24B +$10.3M 6 14.95% Increased
160
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$1.24B +$301M 3 12.78% Increased
161
William Blair & Company
William Blair & Company
Illinois
$1.22B +$56.2M 22 6.99% Increased
162
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$1.22B -$4.06M 3 8.86% Reduced
163
Sculptor Capital
Sculptor Capital
New York
$1.21B +$300M 7 6.41% Increased
164
AMF Tjänstepension
AMF Tjänstepension
Sweden
$1.21B +$56.2M 6 11.77% Increased
165
Two Sigma Advisers
Two Sigma Advisers
New York
$1.2B -$102M 29 2.99% Reduced
166
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.2B +$168M 21 5.02% Increased
167
Melvin Capital Management
Melvin Capital Management
New York
$1.19B +$403M 3 12.22% Increased
168
Generation Investment Management
Generation Investment Management
United Kingdom
$1.19B +$146M 2 8.19% Increased
169
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$1.18B +$27.2M 11 6.09% Increased
170
USS Investment Management
USS Investment Management
United Kingdom
$1.17B +$65.9M 7 11.99% Increased
171
First Manhattan
First Manhattan
New York
$1.16B +$102M 31 6.42% Increased
172
William Blair Investment Management
William Blair Investment Management
Illinois
$1.15B -$52.8M 9 4.84% Reduced
173
Aviva
Aviva
United Kingdom
$1.15B -$12.4M 22 7.9% Reduced
174
C WorldWide Group
C WorldWide Group
Denmark
$1.12B -$6.04M 4 13.87% Reduced
175
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$1.11B +$110M 3 11.41% Increased