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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
501
Munich Reinsurance
Munich Reinsurance
$271M +$99M 1 5.92% Increased
502
First Financial Bankshares
First Financial Bankshares
Texas
$269M +$11.2M 1 5.04% Increased
503
Shelton Capital Management
Shelton Capital Management
Colorado
$268M +$327K 7 4.97% Increased
504
John W. Bristol & Co
John W. Bristol & Co
New York
$267M -$2.96M 1 3.95% Reduced
505
Meitav Investment House
Meitav Investment House
Israel
$266M +$289M 1 1.79% New
506
Troy Asset Management
Troy Asset Management
United Kingdom
$264M -$9.6M 2 7.36% Reduced
507
D1 Capital Partners
D1 Capital Partners
New York
$263M -$200M 2 0.76% Reduced
508
Consulta
Consulta
United Kingdom
$261M +$10.1M 1 9.42% Increased
509
Southpoint Capital Advisors
Southpoint Capital Advisors
New York
$261M +$40.5M 1 5.94% Increased
510
Capital International Sarl
Capital International Sarl
California
$261M -$27.4M 4 3.69% Reduced
511
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$261M +$31.8M 1 3.84% Increased
512
Trexquant Investment
Trexquant Investment
Connecticut
$260M -$61.6M 6 1.53% Reduced
513
Ruffer LLP
Ruffer LLP
United Kingdom
$259M +$127M 4 9.16% Increased
514
C WorldWide Group
C WorldWide Group
Denmark
$259M -$61.3M 2 6.24% Reduced
515
Cannell & Spears
Cannell & Spears
New York
$258M -$6.52M 2 4.59% Reduced
516
Kryger Capital
Kryger Capital
United Kingdom
$252M +$65.5M 2 14.38% Increased
517
Nearwater Capital Markets
Nearwater Capital Markets
Ireland
$252M +$141M 3 4.34% Increased
518
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$250M +$17.8M 7 3.3% Increased
519
Clal Insurance
Clal Insurance
Israel
$248M +$114M 1 1.11% Increased
520
Silvercrest Asset Management
Silvercrest Asset Management
New York
$247M -$5.35M 2 1.62% Reduced
521
Comgest Global Investors
Comgest Global Investors
France
$247M -$77.3M 1 5.42% Reduced
522
R.M. Davis Inc
R.M. Davis Inc
Maine
$246M +$4.28M 2 3.88% Increased
523
Concurrent Investment Advisors
Concurrent Investment Advisors
Florida
$245M +$26.1M 8 2.09% Increased
524
Cresset Asset Management
Cresset Asset Management
Illinois
$245M +$24.6M 10 0.89% Increased
525
Mission Wealth Management
Mission Wealth Management
California
$244M +$95.6M 8 2.98% Increased