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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
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$574M +$175M 19 2.47% Increased
177
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$565M +$98.1M 11 2.77% Increased
178
Suntrust Banks
Suntrust Banks
Georgia
$556M -$47.9M 21 2.04% Reduced
179
PointState Capital
PointState Capital
New York
$555M -$415M 5 8.83% Reduced
180
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$551M -$37M 4 12.28% Reduced
181
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$545M -$41.8M 16 2.72% Reduced
182
SIG
Senator Investment Group
New York
$544M +$95.4M 3 6.47% Increased
183
John W. Bristol & Co
John W. Bristol & Co
New York
$543M -$9.4M 4 9.51% Reduced
184
LBG
Lloyds Banking Group
United Kingdom
$542M -$15.1M 12 4.84% Reduced
185
TCMV
Technology Crossover Management VII
California
$530M $0 1 41.98% Maintained
186
BRC
Blue Ridge Capital
New York
$528M -$256M 2 5.84% Reduced
187
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$527M -$40.1M 13 4.44% Reduced
188
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$525M +$133M 3 4.49% Increased
189
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$513M -$7M 27 3.55% Reduced
190
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$512M -$15M 24 4.64% Reduced
191
ACM
Atlanta Capital Management
Georgia
$507M -$63M 4 3.49% Reduced
192
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$504M +$17.2M 23 4.31% Increased
193
WBC
Westpac Banking Corp
Australia
$499M -$1.5M 18 5.32% Reduced
194
CIM
Contrarius Investment Management
Jersey
$486M -$69.2M 9 34.66% Reduced
195
CRM
Cramer Rosenthal McGlynn
Connecticut
$486M +$58M 9 3.72% Increased
196
Prudential plc
Prudential plc
United Kingdom
$485M +$16.5M 8 2.16% Increased
197
MC
Montag & Caldwell
Georgia
$484M -$226M 2 4.23% Reduced
198
RIM
Rainier Investment Management
Washington
$483M -$106M 5 5.77% Reduced
199
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$479M +$151M 3 10.09% Increased
200
ACI
AMP Capital Investors
Australia
$478M -$72.7M 20 3.23% Reduced