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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
STRS Ohio
STRS Ohio
Ohio
$578M -$303M 17 2.75% Reduced
177
Gabelli Funds
Gabelli Funds
New York
$577M +$16.6M 27 3.43% Increased
178
Ninety One (UK)
Ninety One (UK)
United Kingdom
$571M +$151M 4 3.58% Increased
179
Westwood Holdings Group
Westwood Holdings Group
Texas
$567M -$39.1M 8 4.91% Reduced
180
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$565M +$8.01M 13 5.78% Increased
181
Victory Capital Management
Victory Capital Management
Texas
$560M +$32M 19 2.31% Increased
182
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$554M -$17.8M 33 3.99% Reduced
183
AMF Tjänstepension
AMF Tjänstepension
Sweden
$554M +$35.3M 7 8.39% Increased
184
Korea Investment Corp
Korea Investment Corp
South Korea
$550M +$87.2M 8 4.38% Increased
185
IVA
International Value Advisers
$547M +$54M 4 14.35% Increased
186
Aviva
Aviva
United Kingdom
$539M -$36.1M 16 4.46% Reduced
187
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$537M +$56.9M 18 4.81% Increased
188
First Pacific Advisors
First Pacific Advisors
California
$537M +$276M 4 4.63% Increased
189
Polen Capital Management
Polen Capital Management
Florida
$536M +$15.5M 1 9.83% Increased
190
Credit Agricole
Credit Agricole
France
$525M -$203M 16 2.61% Reduced
191
Alkeon Capital Management
Alkeon Capital Management
New York
$520M +$161M 4 10.84% Increased
192
US Bancorp
US Bancorp
Minnesota
$520M +$22.1M 35 2.18% Increased
193
TCMV
Technology Crossover Management VII
California
$520M -$215M 1 34.23% Reduced
194
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$520M -$93.3M 3 11.38% Reduced
195
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$516M +$130M 1 5.83% Increased
196
Capital Guardian Trust
Capital Guardian Trust
California
$503M -$6.33M 14 4.08% Reduced
197
City National Bank
City National Bank
Delaware
$503M +$40.3M 12 4.33% Increased
198
TGA
Trilogy Global Advisors
Florida
$501M +$50.9M 4 13.52% Increased
199
Balyasny Asset Management
Balyasny Asset Management
Illinois
$497M -$24.3M 11 3.67% Reduced
200
Raymond James & Associates
Raymond James & Associates
Florida
$489M +$51.3M 23 2% Increased