← All themes

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
$1.1B -$713M 49 1.66% Reduced
177
Calamos Advisors
Calamos Advisors
Illinois
$1.09B +$41.6M 11 6.05% Increased
178
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$1.08B +$113M 5 6.98% Increased
179
Lone Pine Capital
Lone Pine Capital
Connecticut
$1.08B -$659M 2 6.7% Reduced
180
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$1.08B +$39.4M 23 3.8% Increased
181
Flossbach Von Storch
Flossbach Von Storch
Germany
$1.07B +$191M 6 9.17% Increased
182
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.06B +$559M 6 19.72% Increased
183
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$1.06B +$3.03M 11 19.54% Increased
184
ACI
AMP Capital Investors
Australia
$1.05B -$11.4M 26 5.81% Reduced
185
Baird Financial Group
Baird Financial Group
Wisconsin
$1.03B +$472M 16 4% Increased
186
VVP
Vulcan Value Partners
Alabama
$1B -$18.8M 2 8.93% Reduced
187
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$995M -$36.7M 20 8.13% Reduced
188
Westfield Capital Management
Westfield Capital Management
Massachusetts
$987M -$30.8M 7 7.43% Reduced
189
Federated Hermes
Federated Hermes
Pennsylvania
$980M -$154M 40 2.38% Reduced
190
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$974M -$59M 15 8.81% Reduced
191
Polar Capital
Polar Capital
United Kingdom
$969M -$15.1M 9 8.5% Reduced
192
JSP
Jackson Square Partners
California
$963M +$8.98M 4 4.99% Increased
193
Macquarie Group
Macquarie Group
Australia
$942M +$4.66M 30 1.59% Increased
194
Gabelli Funds
Gabelli Funds
New York
$936M -$3.07M 39 6.01% Reduced
195
MCMC
Matrix Capital Management Company
New Hampshire
$932M +$26.3M 2 17.22% Increased
196
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$920M -$783K 10 10.25% Reduced
197
GAMCO Investors
GAMCO Investors
Connecticut
$906M +$2.69M 34 6.87% Increased
198
AIG
American International Group
New York
$904M -$40.8M 52 3.53% Reduced
199
SG Americas Securities
SG Americas Securities
New York
$903M +$507M 38 6.22% Increased
200
CIBC World Market
CIBC World Market
Ontario, Canada
$898M +$95.5M 16 3.98% Increased