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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
Parnassus Investments
Parnassus Investments
California
$489M -$126M 2 3.6% Reduced
202
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$488M -$25.7M 10 3.72% Reduced
203
AWM
Ashmore Wealth Management
Delaware
$487M +$11.4M 2 11% Increased
204
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$482M +$46.1M 8 2.78% Increased
205
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$482M -$227M 12 2.9% Reduced
206
ACI
AMP Capital Investors
Australia
$481M -$17.5M 21 3.5% Reduced
207
Icahn Carl
Icahn Carl
Florida
$480M $0 1 1.72% Maintained
208
Sarasin & Partners
Sarasin & Partners
United Kingdom
$478M -$158M 3 8.6% Reduced
209
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$477M +$44.3M 8 2.58% Increased
210
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$474M -$788M 5 1.94% Reduced
211
KeyBank National Association
KeyBank National Association
Ohio
$473M -$7.79M 12 3.35% Reduced
212
EC
Eminence Capital
New York
$471M +$84.3M 3 7.24% Increased
213
HMP
HS Management Partners
New York
$470M -$114M 4 18.84% Reduced
214
SSM
Sound Shore Management
Connecticut
$462M -$22.4M 3 8.7% Reduced
215
CCI
Columbus Circle Investors
$461M -$139M 7 3.77% Reduced
216
Calamos Advisors
Calamos Advisors
Illinois
$457M -$285M 10 3.15% Reduced
217
William Blair & Company
William Blair & Company
Illinois
$456M -$998M 13 3.95% Reduced
218
Epoch Investment Partners
Epoch Investment Partners
New York
$456M +$282M 3 1.77% Increased
219
Maverick Capital
Maverick Capital
Texas
$455M -$82.5M 3 7.79% Reduced
220
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$453M -$6.54M 12 4.39% Reduced
221
First Manhattan
First Manhattan
New York
$451M -$5.24M 23 2.9% Reduced
222
Horizon Kinetics
Horizon Kinetics
New York
$450M -$136M 15 8.17% Reduced
223
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$448M +$21.4M 18 5.46% Increased
224
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$445M +$6.44M 10 2.7% Increased
225
AC
Alleghany Corporation
New York
$444M +$9.8M 2 15.85% Increased