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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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$504M -$218M 11 1.53% Reduced
202
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$499M -$6.58M 24 4.29% Reduced
203
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$492M +$55.3M 11 2.49% Increased
204
Victory Capital Management
Victory Capital Management
Texas
$491M -$83.7M 8 3.46% Reduced
205
Pzena Investment Management
Pzena Investment Management
New York
$491M +$21.1M 3 2.86% Increased
206
FC
Fairpointe Capital
Illinois
$486M -$5.14M 5 7.08% Reduced
207
Senator Investment Group
Senator Investment Group
New York
$484M $0 2 5.56% Maintained
208
ING Group
ING Group
Netherlands
$480M -$180M 9 2.41% Reduced
209
Prudential plc
Prudential plc
United Kingdom
$477M +$36.6M 8 2.04% Increased
210
CCM
Cornerstone Capital Management
Minnesota
$476M +$6.65M 4 14.12% Increased
211
CPI
Crestview Partners II
New York
$469M $0 1 46.5% Maintained
212
KeyBank National Association
KeyBank National Association
Ohio
$459M -$11.9M 16 2.99% Reduced
213
BAMCO Inc
BAMCO Inc
New York
$457M -$3.63M 8 1.89% Reduced
214
Veritas Asset Management
Veritas Asset Management
United Kingdom
$449M +$9.04M 3 9.08% Increased
215
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$447M -$89.1M 11 3.67% Reduced
216
Korea Investment Corp
Korea Investment Corp
South Korea
$440M +$1.65M 8 4.16% Increased
217
AWM
Ashmore Wealth Management
Delaware
$437M $0 1 8.54% Maintained
218
Ninety One (UK)
Ninety One (UK)
United Kingdom
$437M -$528K 4 3.05% Reduced
219
Acadian Asset Management
Acadian Asset Management
Massachusetts
$436M -$49.9M 12 2.43% Reduced
220
CIBC World Market
CIBC World Market
Ontario, Canada
$428M +$83.8M 12 1.77% Increased
221
Cramer Rosenthal McGlynn
Cramer Rosenthal McGlynn
Connecticut
$425M +$196M 8 3.04% Increased
222
US Bancorp
US Bancorp
Minnesota
$421M -$235K 32 1.7% Reduced
223
Polen Capital Management
Polen Capital Management
Florida
$420M -$13.8M 1 9.3% Reduced
224
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$403M +$4.23M 20 4.69% Increased
225
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$401M -$19.8M 5 5.9% Reduced