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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
176
John W. Bristol & Co
John W. Bristol & Co
New York
$548M -$40.3M 4 10.26% Reduced
177
ING Group
ING Group
Netherlands
$540M +$20.2M 9 2.71% Increased
178
ACM
Atlanta Capital Management
Georgia
$533M -$4.74M 4 3.78% Reduced
179
SCM
Scout Capital Management
New York
$532M -$35.6M 4 10.82% Reduced
180
Chevy Chase Trust
Chevy Chase Trust
Maryland
$531M +$19.4M 10 4.33% Increased
181
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$511M +$503M 14 3.1% New
182
Soroban Capital Partners
Soroban Capital Partners
New York
$509M -$43M 2 5.77% Reduced
183
Suntrust Banks
Suntrust Banks
Georgia
$509M -$4.05M 18 1.98% Reduced
184
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$505M -$991K 15 4.3% Reduced
185
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$501M -$81.3M 16 3.77% Reduced
186
JC
Joho Capital
New York
$501M -$95.6M 2 37.56% Reduced
187
Northern Trust Company of Connecticut
Northern Trust Company of Connecticut
Connecticut
$492M -$3.14M 20 3.18% Reduced
188
ACI
AMP Capital Investors
Australia
$487M +$8.49M 22 3.74% Increased
189
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$484M -$27.6M 13 4.08% Reduced
190
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$484M +$31M 16 2.7% Increased
191
Victory Capital Management
Victory Capital Management
Texas
$477M +$472M 10 3.42% New
192
CIM
Contrarius Investment Management
Jersey
$465M +$36.9M 9 41.51% Increased
193
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$457M -$12.4M 5 12.08% Reduced
194
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$456M -$30.6M 12 3.37% Reduced
195
BAMCO Inc
BAMCO Inc
New York
$453M +$12.6M 8 2.08% Increased
196
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$450M +$2.65M 27 3.44% Increased
197
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$442M -$9.85M 29 3.88% Reduced
198
LBG
Lloyds Banking Group
United Kingdom
$441M -$2.92M 12 4.52% Reduced
199
SIG
Senator Investment Group
New York
$440M +$33.7M 2 6.35% Increased
200
Acadian Asset Management
Acadian Asset Management
Massachusetts
$437M +$62.4M 16 2.83% Increased