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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
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$632M -$25.3M 15 5.01% Reduced
202
SCM
Shapiro Capital Management
Georgia
$629M +$321M 9 16.13% Increased
203
TCMV
Technology Crossover Management VII
California
$623M $0 1 28.77% Maintained
204
First Manhattan
First Manhattan
New York
$613M -$10.9M 27 3.73% Reduced
205
VVP
Vulcan Value Partners
Alabama
$613M -$13.5M 2 5.46% Reduced
206
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$613M +$6.62M 7 7.27% Increased
207
Aperio Group
Aperio Group
California
$601M +$1.28M 31 4.6% Increased
208
Generation Investment Management
Generation Investment Management
United Kingdom
$599M +$120M 2 6.85% Increased
209
C WorldWide Group
C WorldWide Group
Denmark
$598M -$19.2M 4 11.54% Reduced
210
Stifel Financial
Stifel Financial
Missouri
$593M +$37.6M 28 2.52% Increased
211
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$585M -$61.9M 19 5.62% Reduced
212
Causeway Capital Management
Causeway Capital Management
California
$581M +$55.4M 2 10.17% Increased
213
Institutional Capital
Institutional Capital
Illinois
$577M -$112M 5 8.54% Reduced
214
Sterling Capital Management
Sterling Capital Management
North Carolina
$575M -$12.3M 13 5.19% Reduced
215
FC
Fairpointe Capital
Illinois
$570M +$200M 7 11.53% Increased
216
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$566M -$3.22M 7 4.37% Reduced
217
William Blair & Company
William Blair & Company
Illinois
$564M +$1.87M 12 5.05% Increased
218
CIBC World Markets
CIBC World Markets
New York
$563M +$81.1M 11 5.76% Increased
219
USS Investment Management
USS Investment Management
United Kingdom
$561M -$108M 7 8.6% Reduced
220
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$561M +$2.59M 16 5.29% Increased
221
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$556M -$173M 15 4.35% Reduced
222
Findlay Park Partners
Findlay Park Partners
United Kingdom
$554M +$172M 2 6.75% Increased
223
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$553M -$5.6M 11 5.26% Reduced
224
Two Sigma Advisers
Two Sigma Advisers
New York
$548M -$282M 33 2.1% Reduced
225
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$548M +$26.9M 7 14.12% Increased