← All themes

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
USS Investment Management
USS Investment Management
United Kingdom
$568M -$609K 5 9.89% Reduced
202
VVP
Vulcan Value Partners
Alabama
$565M -$65.6M 2 5.56% Reduced
203
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$547M +$33M 7 7.21% Increased
204
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$547M +$4.88K 18 6.22% Increased
205
Victory Capital Management
Victory Capital Management
Texas
$544M -$95.5M 22 2.17% Reduced
206
PointState Capital
PointState Capital
New York
$543M +$357M 3 11.2% Increased
207
Westfield Capital Management
Westfield Capital Management
Massachusetts
$537M -$71.6M 7 4.43% Reduced
208
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$531M +$16.7M 11 5.2% Increased
209
Aperio Group
Aperio Group
California
$528M +$27.1M 24 4.13% Increased
210
SCM
Scopia Capital Management
New York
$528M -$31M 2 10.9% Reduced
211
AC
Alleghany Corporation
New York
$526M +$49.4M 3 20.18% Increased
212
AMF Tjänstepension
AMF Tjänstepension
Sweden
$524M -$134M 5 6.74% Reduced
213
First Manhattan
First Manhattan
New York
$520M +$9.69M 28 3.2% Increased
214
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$520M +$2.75M 16 4.91% Increased
215
CCI
Columbus Circle Investors
$518M -$25.8M 4 5.2% Reduced
216
Causeway Capital Management
Causeway Capital Management
California
$516M +$476M 2 10.99% Increased
217
Sterling Capital Management
Sterling Capital Management
North Carolina
$510M -$7.34M 12 4.66% Reduced
218
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$507M -$4.05M 32 3.77% Reduced
219
CFM
Coronation Fund Managers
South Africa
$504M +$492M 6 21.98% New
220
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$501M +$141M 16 1.29% Increased
221
Stifel Financial
Stifel Financial
Missouri
$498M +$271M 26 2.31% Increased
222
KeyBank National Association
KeyBank National Association
Ohio
$492M -$6.44M 13 3.21% Reduced
223
AIG
American International Group
New York
$487M -$76.4M 40 2.04% Reduced
224
IVA
International Value Advisers
$483M -$7.81M 5 14.31% Reduced
225
William Blair & Company
William Blair & Company
Illinois
$481M -$6.07M 12 4.49% Reduced