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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 Malvern, Pennsylvania	$22.2B	+$749M	9	1.6%	Increased
2	State Street Boston, Massachusetts	$17.3B	+$569M	10	1.73%	Increased
3	Capital World Investors Los Angeles, California	$16B	-$225M	3	4.35%	Reduced
4	Fidelity Investments Boston, Massachusetts	$11.8B	-$510M	6	1.53%	Reduced
5	BlackRock Institutional Trust San Francisco, California	$11.1B	+$41.2M	9	1.78%	Increased
6	Wellington Management Group Boston, Massachusetts	$7.96B	-$280M	7	2.11%	Reduced
7	Bank of New York Mellon New York	$7.81B	-$330M	11	2.04%	Reduced
8	Invesco Atlanta, Georgia	$6.28B	-$405M	10	2.43%	Reduced
9	BlackRock Fund Advisors San Francisco, California	$5.54B	+$499M	8	1.37%	Increased
10	Northern Trust Chicago, Illinois	$5.5B	+$31.8M	11	1.66%	Increased
11	JP Morgan Chase New York	$5.01B	+$59.3M	11	1.15%	Increased
12	Franklin Resources San Mateo, California	$4.41B	-$103M	6	2%	Reduced
13	Primecap Management Pasadena, California	$4.31B	-$131M	4	4.36%	Reduced
14	Dodge & Cox San Francisco, California	$3.81B	-$50M	1	3.54%	Reduced
15	Ameriprise Minneapolis, Minnesota	$3.5B	+$38.7M	9	2.04%	Increased
16	BlackRock Group London, United Kingdom	$3.5B	+$172M	9	1.87%	Increased
17	ValueAct Holdings San Francisco, California	$3.45B	+$36.3K	1	21.61%	Increased
18	Geode Capital Management Boston, Massachusetts	$3.29B	+$141M	11	1.96%	Increased
19	Norges Bank Oslo, Norway	$3.27B	+$100M	9	1.66%	Increased
20	Morgan Stanley New York	$3.04B	-$97.4M	14	1.11%	Reduced
21	TIAA CREF Investment Management New York	$2.71B	-$194M	11	1.9%	Reduced
22	Orbis Holdings Hamilton, Bermuda	$2.53B	-$43.1M	3	19.25%	Reduced
23	T. Rowe Price Associates Baltimore, Maryland	$2.48B	-$55.4M	7	0.53%	Reduced
24	Wells Fargo San Francisco, California	$2.41B	+$310M	13	0.95%	Increased
25	AllianceBernstein Nashville, Tennessee	$2.38B	+$38.2M	9	1.98%	Increased