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
| $170B | +$3B | 63 | 6.39% | Increased |
|
| 2 |
BlackRock
New York
| $145B | +$3.08B | 61 | 6.2% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $86B | +$470M | 58 | 6.41% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $80.4B | -$1.75B | 50 | 9.39% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $67B | +$2.59B | 42 | 9.41% | Increased |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $29.8B | +$1.35B | 60 | 7.22% | Increased |
|
| 7 |
Invesco
Atlanta,
Georgia
| $28.8B | +$4.43B | 49 | 7.41% | Increased |
|
| 8 |
Northern Trust
Chicago,
Illinois
| $28B | +$292M | 59 | 6.64% | Increased |
|
| 9 |
Capital Research Global Investors
Los Angeles,
California
| $26.4B | -$2.68B | 11 | 8.38% | Reduced |
|
| 10 |
Capital World Investors
Los Angeles,
California
| $25.8B | -$1.17B | 21 | 6.06% | Reduced |
|
| 11 |
JP Morgan Chase
New York
| $25.2B | +$507M | 55 | 4.93% | Increased |
|
| 12 |
Morgan Stanley
New York
| $24.4B | +$177M | 67 | 6.5% | Increased |
|
| 13 |
Norges Bank
Oslo,
Norway
| $24.1B | +$93.9M | 41 | 7.44% | Increased |
|
| 14 |
Bank of New York Mellon
New York
| $22.3B | -$290M | 56 | 6.07% | Reduced |
|
| 15 |
Bank of America
Charlotte,
North Carolina
| $21.3B | +$929M | 64 | 3.23% | Increased |
|
| 16 |
Capital International Investors
Los Angeles,
California
| $20.8B | -$571M | 8 | 8.31% | Reduced |
|
| 17 |
Wellington Management Group
Boston,
Massachusetts
| $19.6B | +$474M | 30 | 4.35% | Increased |
|
| 18 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $19.4B | -$121M | 10 | 20.56% | Reduced |
|
| 19 |
Nuveen
Charlotte,
North Carolina
| $19.4B | +$18.9B | 51 | 7.63% | Increased |
|
| 20 |
Massachusetts Financial Services
Boston,
Massachusetts
| $15.7B | -$369M | 13 | 6.41% | Reduced |
|
| 21 |
Goldman Sachs
New York
| $15.2B | +$1.8B | 50 | 4.36% | Increased |
|
| 22 |
Jennison Associates
New York
| $13.6B | -$195M | 12 | 13.46% | Reduced |
|
| 23 |
Legal & General Group
London,
United Kingdom
| $13B | +$169M | 53 | 6.97% | Increased |
|
| 24 |
Wells Fargo
San Francisco,
California
| $12.7B | +$187M | 59 | 3.62% | Increased |
|
| 25 |
Janus Henderson Group
London,
| $12.4B | -$616M | 24 | 6.73% | Reduced |
|