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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
201
Two Sigma Investments
Two Sigma Investments
New York
$425M +$275M 23 2.71% Increased
202
SAM
Southeastern Asset Management
Tennessee
$424M +$417M 2 2.12% New
203
CCM
Criterion Capital Management
California
$423M -$106M 8 14.96% Reduced
204
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$416M +$3.28M 25 3.84% Increased
205
FC
Fairpointe Capital
Illinois
$413M +$17.7M 5 6.94% Increased
206
Pzena Investment Management
Pzena Investment Management
New York
$392M +$77.7M 2 2.53% Increased
207
Nordea Investment Management
Nordea Investment Management
Sweden
$391M +$5.37M 14 2.18% Increased
208
KeyBank National Association
KeyBank National Association
Ohio
$384M -$299M 16 2.64% Reduced
209
USSCPF
United States Steel & Carnegie Pension Fund
New York
$383M $0 4 8.87% Maintained
210
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$382M +$21.7M 11 1.93% Increased
211
Sarasin & Partners
Sarasin & Partners
United Kingdom
$377M -$2.86M 3 5.76% Reduced
212
CCM
Cornerstone Capital Management
Minnesota
$377M +$11.9M 4 11.62% Increased
213
JAT Capital Management LP (Connecticut)
JAT Capital Management LP (Connecticut)
Connecticut
$373M -$17.4M 6 11.05% Reduced
214
Ninety One (UK)
Ninety One (UK)
United Kingdom
$373M +$7.15M 5 2.74% Increased
215
Prudential plc
Prudential plc
United Kingdom
$371M +$112M 8 1.89% Increased
216
Westwood Holdings Group
Westwood Holdings Group
Texas
$364M +$87.5M 6 3.07% Increased
217
Millennium Management
Millennium Management
New York
$359M +$11.7M 28 1.16% Increased
218
Korea Investment Corp
Korea Investment Corp
South Korea
$358M +$61M 8 3.8% Increased
219
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$355M -$26.9M 3 11.99% Reduced
220
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$350M +$48.1M 3 3.53% Increased
221
Veritas Asset Management
Veritas Asset Management
United Kingdom
$348M +$26.4M 3 8.24% Increased
222
US Bancorp
US Bancorp
Minnesota
$347M +$2.56M 32 1.53% Increased
223
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$347M +$8.78M 5 5.5% Increased
224
TPSF
Texas Permanent School Fund
Texas
$344M -$6.32M 17 3.54% Reduced
225
MAMU
Marathon Asset Management (UK)
United Kingdom
$344M -$21.5M 3 8.35% Reduced