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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
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$590M -$57.6M 18 4.76% Reduced
177
LCG
Luxor Capital Group
New York
$589M +$22.1M 5 11.86% Increased
178
SEI Investments
SEI Investments
Pennsylvania
$588M +$584M 26 5.2% New
179
Panagora Asset Management
Panagora Asset Management
Massachusetts
$587M -$15.9M 25 3% Reduced
180
Gabelli Funds
Gabelli Funds
New York
$581M -$25.9M 28 2.83% Reduced
181
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$563M +$71.3M 28 4.42% Increased
182
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$561M -$94.6M 11 4.02% Reduced
183
Harding Loevner
Harding Loevner
New Jersey
$559M -$16.5M 2 4.49% Reduced
184
Comerica Bank
Comerica Bank
Texas
$556M +$272M 24 2.41% Increased
185
Prudential plc
Prudential plc
United Kingdom
$554M -$26.5M 8 2.35% Reduced
186
Sarasin & Partners
Sarasin & Partners
United Kingdom
$552M +$48.3M 3 8.25% Increased
187
John W. Bristol & Co
John W. Bristol & Co
New York
$550M -$11.7M 4 10% Reduced
188
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$550M -$5.21M 1 2.73% Reduced
189
MG
Meritage Group
California
$548M +$113M 3 11.47% Increased
190
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$544M +$9.91M 11 2.78% Increased
191
Parnassus Investments
Parnassus Investments
California
$541M +$390M 1 4.09% Increased
192
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$534M -$156M 15 1.71% Reduced
193
IVA
International Value Advisers
$525M +$15.8M 3 11.98% Increased
194
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$525M +$116M 6 4.02% Increased
195
TCMV
Technology Crossover Management VII
California
$514M $0 1 42.93% Maintained
196
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$511M -$4.71M 24 4.23% Reduced
197
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$506M -$29.6M 3 11.42% Reduced
198
Pzena Investment Management
Pzena Investment Management
New York
$502M +$26.2M 2 2.68% Increased
199
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$500M +$11.1M 12 3.79% Increased
200
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$500M -$7.34M 13 4.12% Reduced