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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
$581M +$14.7M 4 9.83% Increased
177
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$575M -$1.33M 11 2.67% Reduced
178
Prudential plc
Prudential plc
United Kingdom
$568M +$65.6M 8 2.37% Increased
179
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$566M -$94.9M 11 1.29% Reduced
180
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$564M +$68.1M 3 12.11% Increased
181
Capital Guardian Trust
Capital Guardian Trust
California
$561M -$248M 13 3.82% Reduced
182
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$548M -$859K 13 4.43% Reduced
183
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$547M -$168M 2 0.51% Reduced
184
Harding Loevner
Harding Loevner
New Jersey
$544M -$147M 2 4.05% Reduced
185
TGA
Trilogy Global Advisors
Florida
$537M +$138M 3 10.23% Increased
186
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$530M -$14.7M 9 11.81% Reduced
187
BRC
Blue Ridge Capital
New York
$527M -$249K 2 5.2% Reduced
188
Pzena Investment Management
Pzena Investment Management
New York
$526M +$27.4M 2 2.92% Increased
189
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$523M -$4.72M 23 4.41% Reduced
190
WBC
Westpac Banking Corp
Australia
$519M -$4.79M 18 5% Reduced
191
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$513M -$17.7M 26 4.24% Reduced
192
Cambiar Investors
Cambiar Investors
Colorado
$513M +$67.1M 6 7.17% Increased
193
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$513M -$18M 32 3.56% Reduced
194
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$513M +$131M 15 3.08% Increased
195
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$506M -$159M 14 2.86% Reduced
196
ING Group
ING Group
Netherlands
$503M +$39.5M 9 2.54% Increased
197
ACM
Atlanta Capital Management
Georgia
$487M -$35.4M 5 3.32% Reduced
198
MC
Montag & Caldwell
Georgia
$482M -$23.2M 2 4.32% Reduced
199
MG
Meritage Group
California
$476M +$94.7M 3 9.72% Increased
200
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$474M -$14.5M 11 1.3% Reduced