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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
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$805M +$2.46M 15 7.21% Increased
177
Aperio Group
Aperio Group
California
$804M +$66M 32 4.92% Increased
178
US Bancorp
US Bancorp
Minnesota
$804M +$13.1M 41 2.68% Increased
179
TCM
Tybourne Capital Management
Hong Kong
$800M +$145M 2 35.73% Increased
180
Westfield Capital Management
Westfield Capital Management
Massachusetts
$784M -$85.8M 9 6.69% Reduced
181
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$780M -$322M 1 7.07% Reduced
182
TCW Group
TCW Group
California
$779M -$41.7M 7 6.47% Reduced
183
Jane Street
Jane Street
New York
$779M -$55.1M 29 2.73% Reduced
184
Point72 Asset Management
Point72 Asset Management
Connecticut
$768M +$189M 14 4.31% Increased
185
William Blair & Company
William Blair & Company
Illinois
$767M +$22.4M 15 5.76% Increased
186
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$767M -$9.85M 15 5.79% Reduced
187
Causeway Capital Management
Causeway Capital Management
California
$754M +$12.5M 2 9.35% Increased
188
TCMV
Technology Crossover Management VII
California
$752M $0 1 30.85% Maintained
189
Soroban Capital Partners
Soroban Capital Partners
New York
$751M +$77.1M 2 2.92% Increased
190
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$746M -$17.8M 15 5.95% Reduced
191
Calamos Advisors
Calamos Advisors
Illinois
$741M -$27.1M 9 5.48% Reduced
192
First Manhattan
First Manhattan
New York
$734M +$62M 29 4.28% Increased
193
Gabelli Funds
Gabelli Funds
New York
$733M -$18.7M 35 4.36% Reduced
194
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$712M -$9.55M 9 3.8% Reduced
195
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$708M -$43.4M 1 4.25% Reduced
196
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$696M -$2.03M 7 8.04% Reduced
197
SCM
Scopia Capital Management
New York
$685M -$13.8M 3 14.13% Reduced
198
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$684M -$25.2M 15 6.31% Reduced
199
DnB Asset Management
DnB Asset Management
Norway
$681M -$28.5M 12 9.93% Reduced
200
Two Sigma Advisers
Two Sigma Advisers
New York
$659M -$517M 30 2.18% Reduced