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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
376
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$437M +$45.8M 3 6.75% Increased
377
Lazard Frères Gestion
Lazard Frères Gestion
France
$435M +$43.1M 1 7.54% Increased
378
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$432M -$78.4M 6 2.71% Reduced
379
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$432M -$7.41M 1 3.73% Reduced
380
Davenport & Co
Davenport & Co
Virginia
$431M +$15.1M 6 2.12% Increased
381
Regions Financial Corp
Regions Financial Corp
Alabama
$431M -$7.51M 4 2.57% Reduced
382
Quilter Plc
Quilter Plc
United Kingdom
$427M -$3.99M 2 6.42% Reduced
383
TCW Group
TCW Group
California
$425M -$150M 6 2.86% Reduced
384
DP
DDD Partners
Washington
$424M -$6.48M 2 26.46% Reduced
385
ACR Alpine Capital Research
ACR Alpine Capital Research
Missouri
$424M +$62.6M 1 6.02% Increased
386
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$424M +$237M 4 4.44% Increased
387
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$423M -$109M 6 2.53% Reduced
388
Veritas Asset Management
Veritas Asset Management
United Kingdom
$422M -$67.6M 1 7.59% Reduced
389
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$422M +$49.9M 5 5.01% Increased
390
Zacks Investment Management
Zacks Investment Management
Illinois
$416M +$1.51M 1 2.96% Increased
391
Groupe la Francaise
Groupe la Francaise
France
$415M +$35.9M 4 4.99% Increased
392
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$411M +$35.1M 1 2.24% Increased
393
OP Asset Management
OP Asset Management
$408M -$158M 5 4.35% Reduced
394
SCGE Management
SCGE Management
California
$406M -$52.4M 2 6.89% Reduced
395
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$406M +$90M 2 0.96% Increased
396
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
$403M -$5.32M 4 4.16% Reduced
397
NMO
Newlands Management Operations
Texas
$392M $0 1 2.36% Maintained
398
Gabelli Funds
Gabelli Funds
New York
$388M -$9.77M 6 2.48% Reduced
399
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$385M -$423M 3 14.48% Reduced
400
Sanctuary Advisors
Sanctuary Advisors
Indiana
$384M +$2.61M 10 1.78% Increased