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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
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$765M +$121M 3 8.96% Increased
202
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$762M -$252M 31 5.09% Reduced
203
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$761M -$6.71M 10 15.2% Reduced
204
Westfield Capital Management
Westfield Capital Management
Massachusetts
$759M -$45.6M 6 5.8% Reduced
205
Gabelli Funds
Gabelli Funds
New York
$754M +$4.86M 38 4.35% Increased
206
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$752M -$42.7M 9 3.9% Reduced
207
First Manhattan
First Manhattan
New York
$751M -$3.3M 30 4.12% Reduced
208
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$748M -$33.2M 6 7.83% Reduced
209
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$744M -$3.12M 10 6.08% Reduced
210
CIBC World Markets
CIBC World Markets
New York
$744M -$148M 13 5.34% Reduced
211
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$730M +$264M 15 3.33% Increased
212
LT
Lindsell Train
United Kingdom
$713M +$24.9M 3 20.51% Increased
213
Nomura Holdings
Nomura Holdings
Japan
$711M +$40.8M 22 1.26% Increased
214
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$708M +$1.81M 16 3.67% Increased
215
AIG
American International Group
New York
$702M +$15.2M 44 2.31% Increased
216
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$700M +$347M 10 9.37% Increased
217
SCM
Scopia Capital Management
New York
$699M -$88.6M 3 12.54% Reduced
218
Carmignac Gestion
Carmignac Gestion
France
$691M +$381M 2 4.59% Increased
219
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$690M -$47.8M 15 5.44% Reduced
220
Victory Capital Management
Victory Capital Management
Texas
$687M -$46.1M 24 1.45% Reduced
221
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$678M +$397M 13 3.23% Increased
222
Alkeon Capital Management
Alkeon Capital Management
New York
$676M +$153M 4 3.98% Increased
223
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$675M +$51.4M 34 5.99% Increased
224
TCM
Tybourne Capital Management
Hong Kong
$671M +$122M 2 43.07% Increased
225
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$664M +$610M 3 0.99% Increased