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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
Pzena Investment Management
Pzena Investment Management
New York
$477M +$7.27M 2 2.74% Increased
202
FC
Fairpointe Capital
Illinois
$473M -$25.1M 5 6.43% Reduced
203
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$468M -$290M 12 2.83% Reduced
204
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$468M -$19.7M 11 1.41% Reduced
205
Soroban Capital Partners
Soroban Capital Partners
New York
$460M -$116M 3 5.81% Reduced
206
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$459M +$127M 8 11.64% Increased
207
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$455M +$11.2M 11 3.97% Increased
208
Korea Investment Corp
Korea Investment Corp
South Korea
$450M +$24.1M 10 3.98% Increased
209
Cambiar Investors
Cambiar Investors
Colorado
$449M +$175M 5 6.64% Increased
210
CCM
Cornerstone Capital Management
Minnesota
$449M +$206M 4 14.54% Increased
211
Natixis
Natixis
France
$441M -$427M 9 5.73% Reduced
212
KeyBank National Association
KeyBank National Association
Ohio
$438M -$6.6M 16 3.39% Reduced
213
ING Group
ING Group
Netherlands
$438M -$33M 9 2.31% Reduced
214
AWM
Ashmore Wealth Management
Delaware
$435M $0 1 8.67% Maintained
215
BAMCO Inc
BAMCO Inc
New York
$434M -$8.09M 8 1.77% Reduced
216
US Bancorp
US Bancorp
Minnesota
$421M +$6.76M 32 1.72% Increased
217
CPI
Crestview Partners II
New York
$420M $0 1 85.29% Maintained
218
Ninety One (UK)
Ninety One (UK)
United Kingdom
$413M -$9.21M 5 2.76% Reduced
219
Polen Capital Management
Polen Capital Management
Florida
$413M -$5.67M 1 8.92% Reduced
220
Veritas Asset Management
Veritas Asset Management
United Kingdom
$410M -$33.5M 3 7.28% Reduced
221
Two Sigma Investments
Two Sigma Investments
New York
$410M +$241M 20 2.2% Increased
222
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$398M +$14.1M 5 5.76% Increased
223
DSM Capital Partners
DSM Capital Partners
Florida
$398M +$42.2M 3 8.31% Increased
224
CCM
Criterion Capital Management
California
$397M -$64.8M 7 13.25% Reduced
225
Millennium Management
Millennium Management
New York
$390M -$152M 24 1.13% Reduced