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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
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$699M -$64.3M 1 4.12% Reduced
177
Sarasin & Partners
Sarasin & Partners
United Kingdom
$696M -$10.6M 4 11.35% Reduced
178
AMF Tjänstepension
AMF Tjänstepension
Sweden
$694M +$58M 7 9.1% Increased
179
Raymond James & Associates
Raymond James & Associates
Florida
$691M +$18.4M 28 2.34% Increased
180
VVP
Vulcan Value Partners
Alabama
$683M +$29.8M 2 6.14% Increased
181
Gabelli Funds
Gabelli Funds
New York
$681M +$68.3M 30 4.11% Increased
182
Acadian Asset Management
Acadian Asset Management
Massachusetts
$660M -$24M 21 3.33% Reduced
183
Alkeon Capital Management
Alkeon Capital Management
New York
$657M +$29.7M 5 13.56% Increased
184
Aviva
Aviva
United Kingdom
$655M +$9.69M 18 4.87% Increased
185
Victory Capital Management
Victory Capital Management
Texas
$648M +$65.4M 22 2.67% Increased
186
Sculptor Capital
Sculptor Capital
New York
$642M +$58.4M 5 3.26% Increased
187
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$638M +$125M 9 3.66% Increased
188
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$638M +$24.6M 16 6% Increased
189
SCM
Scopia Capital Management
New York
$637M +$73.5M 2 11.88% Increased
190
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$636M +$114M 15 5.1% Increased
191
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$632M -$20M 21 5.35% Reduced
192
Parnassus Investments
Parnassus Investments
California
$622M +$4.43M 2 3.99% Increased
193
Westfield Capital Management
Westfield Capital Management
Massachusetts
$608M -$449M 6 4.62% Reduced
194
Two Sigma Advisers
Two Sigma Advisers
New York
$607M +$151M 32 3.39% Increased
195
HMP
HS Management Partners
New York
$605M +$41.4M 5 24.11% Increased
196
Marshall Wace
Marshall Wace
United Kingdom
$605M +$18.3M 14 5.82% Increased
197
Capital Guardian Trust
Capital Guardian Trust
California
$604M +$13.5M 15 4.65% Increased
198
US Bancorp
US Bancorp
Minnesota
$600M +$12.8M 36 2.36% Increased
199
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$598M -$24.7M 15 4.75% Reduced
200
Point72 Asset Management
Point72 Asset Management
Connecticut
$597M +$196M 10 4.58% Increased