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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
Prudential plc
Prudential plc
United Kingdom
$569M +$1.56M 9 2.35% Increased
177
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$565M +$22.8M 3 0.52% Increased
178
John W. Bristol & Co
John W. Bristol & Co
New York
$564M -$23.1M 4 10.13% Reduced
179
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$557M +$48.7M 16 3.63% Increased
180
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$555M -$4.63M 7 2.25% Reduced
181
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$554M -$14.9M 3 12.45% Reduced
182
Sarasin & Partners
Sarasin & Partners
United Kingdom
$539M +$124M 3 7.41% Increased
183
IVA
International Value Advisers
$538M +$440M 3 12.18% Increased
184
Two Sigma Investments
Two Sigma Investments
New York
$537M +$103M 22 2.4% Increased
185
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$530M -$26.1M 11 2.66% Reduced
186
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$529M -$19.5M 14 4.44% Reduced
187
SIG
Senator Investment Group
New York
$529M +$252M 2 5.52% Increased
188
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$525M -$13.1M 12 1.32% Reduced
189
LCG
Luxor Capital Group
New York
$521M +$173M 5 7.9% Increased
190
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$521M -$4.94M 24 4.47% Reduced
191
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$521M +$13.3M 14 2.98% Increased
192
Capital Guardian Trust
Capital Guardian Trust
California
$517M -$44.1M 14 3.68% Reduced
193
Victory Capital Management
Victory Capital Management
Texas
$515M -$131M 7 3.88% Reduced
194
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$515M +$524M 1 2.77% New
195
Cambiar Investors
Cambiar Investors
Colorado
$514M -$10.8M 6 7.36% Reduced
196
Nordea Investment Management
Nordea Investment Management
Sweden
$513M +$67.2M 18 2.05% Increased
197
PHS
PFM Health Sciences
California
$509M +$160M 3 11.73% Increased
198
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$502M -$10.2M 32 3.61% Reduced
199
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$501M -$9.21M 26 4.16% Reduced
200
Pzena Investment Management
Pzena Investment Management
New York
$497M +$17.7M 2 2.72% Increased