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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
Polen Capital Management
Polen Capital Management
Florida
$712M +$55.1M 3 11.01% Increased
177
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$709M -$34.7M 1 4.03% Reduced
178
PIM
Platinum Investment Management
Australia
$696M +$353M 3 15.33% Increased
179
Raymond James & Associates
Raymond James & Associates
Florida
$681M +$125M 25 2.44% Increased
180
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$669M -$37.4M 22 5.69% Reduced
181
Aviva
Aviva
United Kingdom
$668M +$41.6M 18 5.06% Increased
182
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$663M +$21M 18 5.38% Increased
183
Alkeon Capital Management
Alkeon Capital Management
New York
$656M +$31.8M 5 13.3% Increased
184
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$649M +$241M 15 4.97% Increased
185
AMF Tjänstepension
AMF Tjänstepension
Sweden
$647M +$9.33M 8 9.1% Increased
186
Balyasny Asset Management
Balyasny Asset Management
Illinois
$647M +$40.2M 16 4.49% Increased
187
Institutional Capital
Institutional Capital
Illinois
$647M -$169M 3 5.6% Reduced
188
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$646M -$72.2M 11 1.94% Reduced
189
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$645M -$424M 15 3.93% Reduced
190
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$635M -$19M 15 6.1% Reduced
191
Discovery Capital Management
Discovery Capital Management
Connecticut
$631M -$597M 4 7.48% Reduced
192
Parnassus Investments
Parnassus Investments
California
$629M +$1.36M 2 4.22% Increased
193
VVP
Vulcan Value Partners
Alabama
$628M +$2.26M 2 5.84% Increased
194
ACI
AMP Capital Investors
Australia
$619M +$36.3M 21 4.23% Increased
195
USS Investment Management
USS Investment Management
United Kingdom
$616M +$283M 6 10.16% Increased
196
Victory Capital Management
Victory Capital Management
Texas
$614M -$38.9M 21 2.55% Reduced
197
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$612M +$85.9M 12 3.14% Increased
198
US Bancorp
US Bancorp
Minnesota
$607M +$9.96M 36 2.44% Increased
199
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$607M +$371M 18 2.81% Increased
200
ING Group
ING Group
Netherlands
$603M +$148M 12 3.63% Increased