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 | |
|---|---|---|---|---|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
| $99.1B | +$2.5B | 52 | 4.88% | Increased |
|
| 2 |
BlackRock
New York
| $92.3B | +$2.42B | 56 | 4.89% | Increased |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $62.4B | +$897M | 33 | 7.75% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $58.8B | -$1.22B | 49 | 5.2% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $39.9B | -$3B | 37 | 7.18% | Reduced |
|
| 6 |
Capital World Investors
Los Angeles,
California
| $39.4B | -$844M | 12 | 9.26% | Reduced |
|
| 7 |
Capital Research Global Investors
Los Angeles,
California
| $27.6B | +$34.2M | 11 | 8.62% | Increased |
|
| 8 |
Bank of New York Mellon
New York
| $18.4B | -$686M | 50 | 5.2% | Reduced |
|
| 9 |
Northern Trust
Chicago,
Illinois
| $18.1B | +$223M | 54 | 5.06% | Increased |
|
| 10 |
Invesco
Atlanta,
Georgia
| $17.9B | -$105M | 43 | 5.56% | Reduced |
|
| 11 |
JP Morgan Chase
New York
| $16.9B | -$1.2B | 49 | 3.87% | Reduced |
|
| 12 |
Geode Capital Management
Boston,
Massachusetts
| $14.8B | +$310M | 51 | 5.83% | Increased |
|
| 13 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $14.8B | -$495M | 7 | 19.88% | Reduced |
|
| 14 |
Norges Bank
Oslo,
Norway
| $14.3B | +$219M | 33 | 5.66% | Increased |
|
| 15 |
Morgan Stanley
New York
| $14B | +$350M | 57 | 4.24% | Increased |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| $12.9B | -$522M | 58 | 2.57% | Reduced |
|
| 17 |
Goldman Sachs
New York
| $12.3B | -$1.56B | 50 | 3.19% | Reduced |
|
| 18 |
Wellington Management Group
Boston,
Massachusetts
| $12.2B | -$1.3B | 21 | 2.87% | Reduced |
|
| 19 |
Massachusetts Financial Services
Boston,
Massachusetts
| $10.6B | +$511M | 8 | 4.71% | Increased |
|
| 20 |
TIAA CREF Investment Management
New York
| $10.4B | -$156M | 46 | 7.32% | Reduced |
|
| 21 |
Jennison Associates
New York
| $9.4B | -$846M | 9 | 9.98% | Reduced |
|
| 22 |
ClearBridge Investments
New York
| $9.37B | +$179M | 27 | 9.21% | Increased |
|
| 23 |
Wells Fargo
San Francisco,
California
| $9.18B | -$722M | 54 | 2.95% | Reduced |
|
| 24 |
Ameriprise
Minneapolis,
Minnesota
| $9.08B | -$69.9M | 37 | 4.54% | Reduced |
|
| 25 |
Janus Henderson Group
London,
| $7.9B | +$6.78B | 20 | 5.36% | Increased |
|