← 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
Capital Guardian Trust
Capital Guardian Trust
California
$640M +$9.36M 17 4.83% Increased
202
Westfield Capital Management
Westfield Capital Management
Massachusetts
$635M +$15.7M 7 5.13% Increased
203
First Pacific Advisors
First Pacific Advisors
California
$635M +$92.1M 4 5.27% Increased
204
PointState Capital
PointState Capital
New York
$629M +$8.45M 3 6.49% Increased
205
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$625M +$239M 19 6.54% Increased
206
Marshall Wace
Marshall Wace
United Kingdom
$613M +$97.6M 18 4.36% Increased
207
Aperio Group
Aperio Group
California
$605M +$25.9M 29 4.38% Increased
208
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$603M +$9.15M 7 7.45% Increased
209
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$599M +$70.3M 7 4.56% Increased
210
First Manhattan
First Manhattan
New York
$598M +$47M 27 3.65% Increased
211
VVP
Vulcan Value Partners
Alabama
$595M +$4.01M 3 5.46% Increased
212
Causeway Capital Management
Causeway Capital Management
California
$586M +$7.57M 2 10.76% Increased
213
EverPoint Asset Management
EverPoint Asset Management
Connecticut
$582M +$251M 13 10.48% Increased
214
Balyasny Asset Management
Balyasny Asset Management
Illinois
$577M +$292M 10 3.34% Increased
215
Natixis
Natixis
France
$577M +$237M 15 6.67% Increased
216
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$576M -$11.9M 12 5.63% Reduced
217
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$575M -$64M 13 9.27% Reduced
218
CCI
Columbus Circle Investors
$572M -$23.2M 4 6.18% Reduced
219
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$572M -$10.9M 16 5.37% Reduced
220
Sterling Capital Management
Sterling Capital Management
North Carolina
$571M +$21.1M 12 5.26% Increased
221
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$570M -$96.4M 16 5.75% Reduced
222
William Blair & Company
William Blair & Company
Illinois
$569M +$32.8M 11 5.03% Increased
223
Two Sigma Investments
Two Sigma Investments
New York
$565M +$27.7M 28 2.05% Increased
224
AC
Alleghany Corporation
New York
$559M $0 3 20.12% Maintained
225
HMP
HS Management Partners
New York
$557M -$31.5M 4 22.97% Reduced