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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
Victory Capital Management
Victory Capital Management
Texas
$528M -$88.8M 15 1.95% Reduced
202
Ninety One (UK)
Ninety One (UK)
United Kingdom
$525M +$88.8M 4 3% Increased
203
Pzena Investment Management
Pzena Investment Management
New York
$522M +$56.9M 2 2.95% Increased
204
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$515M -$339M 13 2.43% Reduced
205
Two Sigma Advisers
Two Sigma Advisers
New York
$512M +$228M 26 3.81% Increased
206
SSM
Sound Shore Management
Connecticut
$510M -$21.3M 3 8.22% Reduced
207
Nuveen
Nuveen
North Carolina
$507M +$141M 20 2.72% Increased
208
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$497M -$49.5M 12 3.41% Reduced
209
SG Americas Securities
SG Americas Securities
New York
$496M -$531M 21 3.27% Reduced
210
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$496M -$22.9M 11 3.76% Reduced
211
CCM
Cornerstone Capital Management
Minnesota
$495M +$35.7M 4 16.25% Increased
212
US Bancorp
US Bancorp
Minnesota
$494M +$12M 32 1.91% Increased
213
TGA
Trilogy Global Advisors
Florida
$493M +$9.87M 4 10.23% Increased
214
Balyasny Asset Management
Balyasny Asset Management
Illinois
$492M +$99.9M 15 3.02% Increased
215
ACI
AMP Capital Investors
Australia
$492M +$2.27M 17 3.19% Increased
216
ACM
Atlanta Capital Management
Georgia
$488M -$19.4M 4 3.32% Reduced
217
Sculptor Capital
Sculptor Capital
New York
$486M -$184M 4 1.41% Reduced
218
Generation Investment Management
Generation Investment Management
United Kingdom
$486M -$84.3M 2 6.51% Reduced
219
Maverick Capital
Maverick Capital
Texas
$484M -$106M 4 7.38% Reduced
220
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$480M -$37.8M 13 3.34% Reduced
221
Icahn Carl
Icahn Carl
Florida
$480M -$687M 1 1.54% Reduced
222
John W. Bristol & Co
John W. Bristol & Co
New York
$478M -$64.7M 4 10.24% Reduced
223
Capital Guardian Trust
Capital Guardian Trust
California
$477M +$99.8M 16 3.44% Increased
224
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$475M +$43.6M 8 2.42% Increased
225
AMF Tjänstepension
AMF Tjänstepension
Sweden
$472M +$56.9M 6 6.55% Increased