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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
National Pension Service
National Pension Service
South Korea
$798M +$65M 9 5.46% Increased
177
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$794M -$89M 18 5.73% Reduced
178
Marshall Wace
Marshall Wace
United Kingdom
$778M +$171M 22 5.11% Increased
179
MFM
MHR Fund Management
New York
$777M +$794M 2 43.84% New
180
First Pacific Advisors
First Pacific Advisors
California
$749M +$138M 7 5.96% Increased
181
Calamos Advisors
Calamos Advisors
Illinois
$729M -$255M 8 5.8% Reduced
182
Natixis
Natixis
France
$724M +$135M 15 7.46% Increased
183
Westfield Capital Management
Westfield Capital Management
Massachusetts
$715M +$92M 9 6.27% Increased
184
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$711M +$146M 12 10.46% Increased
185
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$696M -$55.6M 15 6.51% Reduced
186
SCM
Scopia Capital Management
New York
$691M +$130M 2 13.09% Increased
187
Capital Guardian Trust
Capital Guardian Trust
California
$687M +$58.6M 14 5.39% Increased
188
BRC
Blue Ridge Capital
New York
$684M -$70.1M 3 8.62% Reduced
189
PIM
Platinum Investment Management
Australia
$680M +$40.7M 3 20.01% Increased
190
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$679M -$34.6M 9 3.73% Reduced
191
Sanders Capital
Sanders Capital
Florida
$675M +$665M 1 4.8% Increased
192
Balyasny Asset Management
Balyasny Asset Management
Illinois
$675M +$94.5M 18 3.63% Increased
193
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$675M -$36M 1 4.13% Reduced
194
Gabelli Funds
Gabelli Funds
New York
$669M -$5.55M 34 3.96% Reduced
195
ACI
AMP Capital Investors
Australia
$662M -$29.2M 21 4.01% Reduced
196
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$653M +$27.5M 4 6.68% Increased
197
CIBC World Market
CIBC World Market
Ontario, Canada
$652M +$296M 13 2.24% Increased
198
US Bancorp
US Bancorp
Minnesota
$651M +$2.19M 41 2.34% Increased
199
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$642M +$70.2M 16 5.63% Increased
200
Alkeon Capital Management
Alkeon Capital Management
New York
$632M -$39.3M 4 12.46% Reduced