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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
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$658M -$26.2M 17 5.83% Reduced
202
Numeric Investors
Numeric Investors
Massachusetts
$657M +$353M 16 5.81% Increased
203
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$653M +$1.23M 11 5.9% Increased
204
PIM
Platinum Investment Management
Australia
$650M -$99M 3 17.65% Reduced
205
USS Investment Management
USS Investment Management
United Kingdom
$648M -$45.2M 7 6.05% Reduced
206
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$642M -$41.8M 15 4.14% Reduced
207
Melvin Capital Management
Melvin Capital Management
New York
$635M +$219M 4 8.31% Increased
208
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$631M -$474M 15 2.02% Reduced
209
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$629M +$6.25M 10 14.97% Increased
210
CIBC World Market
CIBC World Market
Ontario, Canada
$627M -$210M 13 2.67% Reduced
211
SCM
Suvretta Capital Management
New York
$623M +$41.3M 3 19.32% Increased
212
SCM
Shapiro Capital Management
Georgia
$623M -$9.51M 9 15.16% Reduced
213
AIG
American International Group
New York
$622M +$12.1M 45 2.22% Increased
214
CIBC World Markets
CIBC World Markets
New York
$612M +$25.2M 13 6.47% Increased
215
SAM
Scopus Asset Management
New York
$604M +$199M 8 6.49% Increased
216
KeyBank National Association
KeyBank National Association
Ohio
$604M -$9.58M 14 3.61% Reduced
217
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$599M -$13.3M 32 4.14% Reduced
218
Millennium Management
Millennium Management
New York
$598M -$229M 32 1.07% Reduced
219
Appaloosa LP
Appaloosa LP
New Jersey
$597M +$100M 2 8.86% Increased
220
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$597M -$894K 13 10.02% Reduced
221
Flossbach Von Storch
Flossbach Von Storch
Germany
$593M -$20.2M 5 6.75% Reduced
222
HMP
HS Management Partners
New York
$590M +$67.3M 3 19.38% Increased
223
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$578M +$68.3M 2 8.45% Increased
224
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$572M +$5.2M 35 5.63% Increased
225
Findlay Park Partners
Findlay Park Partners
United Kingdom
$571M -$63.5M 2 5.82% Reduced