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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
USS Investment Management
USS Investment Management
United Kingdom
$913M +$167M 6 10.64% Increased
177
Macquarie Group
Macquarie Group
Australia
$909M -$90.7M 38 1.61% Reduced
178
Millennium Management
Millennium Management
New York
$889M +$154M 46 1.23% Increased
179
Polar Capital
Polar Capital
United Kingdom
$882M +$180M 10 9.1% Increased
180
ACI
AMP Capital Investors
Australia
$880M -$64.5M 23 4.72% Reduced
181
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$877M -$194M 11 5.17% Reduced
182
TCMV
Technology Crossover Management VII
California
$871M -$96.3M 1 43.26% Reduced
183
Causeway Capital Management
Causeway Capital Management
California
$869M -$22.5M 2 9.21% Reduced
184
GAMCO Investors
GAMCO Investors
Connecticut
$868M -$38.4M 33 5.44% Reduced
185
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$867M +$127M 13 2% Increased
186
William Blair & Company
William Blair & Company
Illinois
$861M +$183M 16 5.85% Increased
187
SAM
Southeastern Asset Management
Tennessee
$855M -$176M 4 10.59% Reduced
188
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$854M -$45M 14 7.25% Reduced
189
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$849M +$59.5M 16 2.52% Increased
190
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$844M -$149K 17 6.54% Reduced
191
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$842M +$3.94M 3 5.72% Increased
192
DCP
Darsana Capital Partners
New York
$837M +$219M 4 30.75% Increased
193
Flossbach Von Storch
Flossbach Von Storch
Germany
$823M -$69.7M 6 7.86% Reduced
194
TCW Group
TCW Group
California
$818M -$32M 7 6.59% Reduced
195
Calamos Advisors
Calamos Advisors
Illinois
$808M -$26.5M 7 4.12% Reduced
196
Two Sigma Advisers
Two Sigma Advisers
New York
$801M -$101M 31 2.16% Reduced
197
DnB Asset Management
DnB Asset Management
Norway
$800M +$143M 13 9.64% Increased
198
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$788M -$4.72M 17 6.72% Reduced
199
MCMC
Matrix Capital Management Company
New Hampshire
$778M +$22M 2 27.79% Increased
200
Epoch Investment Partners
Epoch Investment Partners
New York
$766M -$383M 8 2.53% Reduced