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Video Games & Esports

Video games have shifted from a boxed product to a live service with continuous content and spending inside the game. Competitive play adds a media and sponsorship layer on top of the games themselves.

55 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
351
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$490M -$63.5M 12 2.26% Reduced
352
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$486M $0 2 5.46% Maintained
353
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$484M -$34.5M 4 3.84% Reduced
354
MC
Metropolis Capital
United Kingdom
$483M +$51.1M 1 13.99% Increased
355
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$481M +$19.3M 2 4.4% Increased
356
Saturna Capital
Saturna Capital
Washington
$480M +$23.9M 1 5.86% Increased
357
MG
Meritage Group
California
$477M +$3.29M 1 18.38% Increased
358
New York Life Investment Management
New York Life Investment Management
New York
$477M +$16.1M 5 3.33% Increased
359
GQG Partners
GQG Partners
Florida
$474M +$488M 2 0.88% New
360
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$473M +$34.2M 1 4.81% Increased
361
Banque Transatlantique
Banque Transatlantique
France
$471M +$11.2M 2 10.11% Increased
362
KM
Kora Management
New York
$469M +$56.1M 3 55.64% Increased
363
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$463M -$15.6M 3 1.33% Reduced
364
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$455M -$10.8M 9 3.41% Reduced
365
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$454M -$6.92M 6 3.09% Reduced
366
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$451M +$4.4M 12 3.7% Increased
367
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$451M -$19.7M 4 2.39% Reduced
368
Utah Retirement Systems
Utah Retirement Systems
Utah
$451M -$33M 6 4.29% Reduced
369
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$450M -$175M 2 5.81% Reduced
370
Mirova US
Mirova US
Massachusetts
$450M -$141M 1 4.84% Reduced
371
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$447M -$17M 5 4.41% Reduced
372
INTECH Investment Management
INTECH Investment Management
Florida
$442M -$55.6M 7 4.05% Reduced
373
Cincinnati Insurance
Cincinnati Insurance
Ohio
$442M $0 1 6.36% Maintained
374
Kestra Advisory Services
Kestra Advisory Services
Texas
$439M +$36M 9 1.42% Increased
375
Empower Advisory Group
Empower Advisory Group
Colorado
$439M +$22M 3 1.05% Increased