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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
Millennium Management
Millennium Management
New York
$719M -$18.1M 32 1.65% Reduced
177
Raymond James & Associates
Raymond James & Associates
Florida
$708M +$14.7M 29 2.22% Increased
178
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$689M -$34.9M 17 2.73% Reduced
179
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$682M +$43.5M 9 3.74% Increased
180
Gabelli Funds
Gabelli Funds
New York
$671M -$284K 32 3.96% Reduced
181
Sculptor Capital
Sculptor Capital
New York
$671M +$25.4M 3 3.85% Increased
182
SG Americas Securities
SG Americas Securities
New York
$667M +$40.6M 23 4.73% Increased
183
Societe Generale
Societe Generale
$667M +$654M 23 4.73% New
184
Alkeon Capital Management
Alkeon Capital Management
New York
$662M -$13M 6 12.74% Reduced
185
Glenview Capital Management
Glenview Capital Management
New York
$659M -$28.5M 2 4.66% Reduced
186
Sarasin & Partners
Sarasin & Partners
United Kingdom
$651M -$64.6M 4 10.8% Reduced
187
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$634M -$16.1M 14 4.81% Reduced
188
Acadian Asset Management
Acadian Asset Management
Massachusetts
$619M -$144M 20 3.16% Reduced
189
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$613M -$29.4M 16 5.38% Reduced
190
National Pension Service
National Pension Service
South Korea
$612M +$58.1M 8 5.43% Increased
191
US Bancorp
US Bancorp
Minnesota
$610M +$15.9M 38 2.32% Increased
192
PIM
Platinum Investment Management
Australia
$605M -$29.5M 3 14.99% Reduced
193
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$603M -$31.4M 20 5.1% Reduced
194
Point72 Asset Management
Point72 Asset Management
Connecticut
$601M -$13.2M 7 4.09% Reduced
195
HMP
HS Management Partners
New York
$592M -$7.61M 5 24.71% Reduced
196
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$584M -$18.5M 15 4.57% Reduced
197
ACI
AMP Capital Investors
Australia
$580M -$9.14M 18 3.86% Reduced
198
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$579M +$33.3M 15 3.89% Increased
199
BRC
Blue Ridge Capital
New York
$574M +$74.7M 3 7.4% Increased
200
Capital Guardian Trust
Capital Guardian Trust
California
$572M -$25.8M 14 4.4% Reduced