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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	$23.5B	+$22M	9	1.59%	Increased
2	Capital World Investors Los Angeles, California	$15.8B	-$52.4M	2	4.29%	Reduced
3	State Street Boston, Massachusetts	$15B	-$1.14B	9	1.61%	Reduced
4	BlackRock Institutional Trust San Francisco, California	$10.3B	-$523M	9	1.66%	Reduced
5	Fidelity Investments Boston, Massachusetts	$8.96B	-$410M	10	1.15%	Reduced
6	Bank of New York Mellon New York	$6.94B	-$288M	10	1.91%	Reduced
7	Wellington Management Group Boston, Massachusetts	$6.72B	-$85.8M	5	1.73%	Reduced
8	T. Rowe Price Associates Baltimore, Maryland	$6.3B	+$3.76B	7	1.3%	Increased
9	Invesco Atlanta, Georgia	$5.98B	-$275M	10	2.35%	Reduced
10	JP Morgan Chase New York	$5.43B	-$138M	10	1.28%	Reduced
11	Northern Trust Chicago, Illinois	$5.34B	+$6.63M	11	1.61%	Increased
12	BlackRock Fund Advisors San Francisco, California	$5.17B	-$130M	8	1.24%	Reduced
13	Franklin Resources San Mateo, California	$4.65B	-$94.7M	6	2.11%	Reduced
14	Primecap Management Pasadena, California	$4.47B	-$46.3M	4	4.4%	Reduced
15	Ameriprise Minneapolis, Minnesota	$3.78B	+$282M	9	2.15%	Increased
16	Dodge & Cox San Francisco, California	$3.61B	-$70.7M	1	3.26%	Reduced
17	ValueAct Holdings San Francisco, California	$3.32B	$0	1	17.5%	Maintained
18	Geode Capital Management Boston, Massachusetts	$3.31B	-$5.7M	11	1.89%	Reduced
19	Norges Bank Oslo, Norway	$3.29B	-$13.8M	8	1.64%	Reduced
20	BlackRock Group London, United Kingdom	$3.23B	-$140M	9	1.76%	Reduced
21	Morgan Stanley New York	$2.7B	-$60.6M	14	0.93%	Reduced
22	AllianceBernstein Nashville, Tennessee	$2.6B	+$244M	9	2.15%	Increased
23	Wells Fargo San Francisco, California	$2.55B	+$144M	13	0.98%	Increased
24	Orbis Holdings Hamilton, Bermuda	$2.5B	-$544M	3	19%	Reduced
25	Deutsche Bank Frankfurt Am Main Ge, Germany	$2.39B	-$221M	11	1.53%	Reduced