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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
1
Vanguard Group
Vanguard Group
Pennsylvania
$18.6B +$369M 8 1.47% Increased
2
State Street
State Street
Massachusetts
$14.4B +$170M 10 1.56% Increased
3
Capital World Investors
Capital World Investors
California
$14.3B +$1.09B 3 3.94% Increased
4
Fidelity Investments
Fidelity Investments
Massachusetts
$14B -$403M 7 1.88% Reduced
5
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$9.81B +$91.4M 8 1.63% Increased
6
Bank of New York Mellon
Bank of New York Mellon
New York
$7.24B -$432M 11 1.95% Reduced
7
Wellington Management Group
Wellington Management Group
Massachusetts
$6.67B -$96.9M 5 1.79% Reduced
8
Invesco
Invesco
Georgia
$6.34B -$585M 10 2.5% Reduced
9
Norges Bank
Norges Bank
Norway
$5.7B +$2.76B 9 1.54% Increased
10
Northern Trust
Northern Trust
Illinois
$4.96B +$1.37M 11 1.55% Increased
11
JP Morgan Chase
JP Morgan Chase
New York
$4.44B -$60.5M 12 1.13% Reduced
12
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$4.31B -$28.8M 9 1.21% Reduced
13
Franklin Resources
Franklin Resources
California
$4.19B +$450M 6 1.84% Increased
14
Primecap Management
Primecap Management
California
$3.85B -$102M 4 4.21% Reduced
15
Dodge & Cox
Dodge & Cox
California
$3.57B -$9.39M 1 3.4% Reduced
16
BlackRock Group
BlackRock Group
United Kingdom
$3.21B +$84M 9 1.84% Increased
17
Ameriprise
Ameriprise
Minnesota
$3.1B +$390M 11 1.83% Increased
18
ValueAct Holdings
ValueAct Holdings
California
$3.1B +$119M 1 22.88% Increased
19
Geode Capital Management
Geode Capital Management
Massachusetts
$2.7B -$1.4M 11 1.74% Reduced
20
Goldman Sachs
Goldman Sachs
New York
$2.61B +$242M 11 0.82% Increased
21
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$2.58B -$41.9M 10 1.8% Reduced
22
Morgan Stanley
Morgan Stanley
New York
$2.45B +$139M 14 0.96% Increased
23
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.44B -$148M 7 0.53% Reduced
24
Capital Research Global Investors
Capital Research Global Investors
California
$2.26B -$967M 2 0.79% Reduced
25
Orbis Holdings
Orbis Holdings
Bermuda
$2.09B +$137M 3 17.19% Increased