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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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$896M +$12.5M 14 6.54% Increased
202
KeyBank National Association
KeyBank National Association
Ohio
$884M +$7.47M 14 5.15% Increased
203
Marshall Wace North America
Marshall Wace North America
New York
$882M +$91.2M 22 5.47% Increased
204
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$879M +$73.6M 38 5.37% Increased
205
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$874M +$87.9M 18 6.92% Increased
206
CI Investments Inc
CI Investments Inc
Ontario, Canada
$872M -$56.7M 10 4.85% Reduced
207
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$869M -$60.7M 23 4.76% Reduced
208
Envestnet Asset Management
Envestnet Asset Management
Illinois
$864M +$77.4M 36 1.09% Increased
209
Soroban Capital Partners
Soroban Capital Partners
New York
$862M +$439M 3 12.95% Increased
210
Hillhouse Investment Management
Hillhouse Investment Management
Cayman Islands
$858M +$49M 3 27.38% Increased
211
Findlay Park Partners
Findlay Park Partners
United Kingdom
$851M +$48.7M 2 7.6% Increased
212
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$838M +$19.1M 12 3.17% Increased
213
Epoch Investment Partners
Epoch Investment Partners
New York
$824M +$228M 9 3.72% Increased
214
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$821M -$89.9M 4 14.06% Reduced
215
DSM Capital Partners
DSM Capital Partners
Florida
$819M +$159M 4 11.94% Increased
216
MSL
Mackay Shields LLC
New York
$816M -$9.49M 28 5.57% Reduced
217
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$811M -$89.7M 12 2.64% Reduced
218
TCW Group
TCW Group
California
$809M -$77.2M 7 8.6% Reduced
219
SCM
Suvretta Capital Management
New York
$807M +$323M 5 17.09% Increased
220
SAM
Southeastern Asset Management
Tennessee
$806M -$146M 5 13.23% Reduced
221
LPL Financial
LPL Financial
California
$806M +$23.4M 31 1.72% Increased
222
DnB Asset Management
DnB Asset Management
Norway
$805M -$135M 15 9.27% Reduced
223
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$802M -$54.8M 7 9.59% Reduced
224
KBC Group
KBC Group
Belgium
$798M +$7.59M 26 6.18% Increased
225
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$797M +$537M 16 5.99% Increased