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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	$30B	+$554M	11	1.86%	Increased
2	State Street Boston, Massachusetts	$17.4B	-$386M	9	1.87%	Reduced
3	Capital World Investors Los Angeles, California	$16.5B	+$16.5M	2	4.44%	Increased
4	Fidelity Investments Boston, Massachusetts	$13.1B	+$606M	7	1.79%	Increased
5	BlackRock Institutional Trust San Francisco, California	$12.3B	-$91.3M	11	1.99%	Reduced
6	T. Rowe Price Associates Baltimore, Maryland	$9.77B	+$722M	8	2.07%	Increased
7	Wellington Management Group Boston, Massachusetts	$7.72B	-$341M	8	1.99%	Reduced
8	Invesco Atlanta, Georgia	$6.91B	-$477M	11	2.54%	Reduced
9	Bank of New York Mellon New York	$6.86B	-$270M	11	2.09%	Reduced
10	JP Morgan Chase New York	$6.61B	-$404M	12	1.65%	Reduced
11	BlackRock Fund Advisors San Francisco, California	$6.45B	-$29.5M	11	1.42%	Reduced
12	Northern Trust Chicago, Illinois	$5.77B	-$52.7M	12	1.87%	Reduced
13	Franklin Resources San Mateo, California	$5.16B	+$312M	5	2.78%	Increased
14	Primecap Management Pasadena, California	$4.85B	-$86.4M	4	5.16%	Reduced
15	Ameriprise Minneapolis, Minnesota	$4.61B	+$194M	10	2.7%	Increased
16	Bank of America Charlotte, North Carolina	$4.18B	+$278M	13	0.97%	Increased
17	BlackRock Group London, United Kingdom	$4.16B	+$148M	10	2.16%	Increased
18	Geode Capital Management Boston, Massachusetts	$4.03B	-$56.1M	12	2.19%	Reduced
19	Norges Bank Oslo, Norway	$4.02B	-$402K	9	1.91%	Reduced
20	Morgan Stanley New York	$3.59B	-$74.5M	15	1.3%	Reduced
21	Wells Fargo San Francisco, California	$3.53B	+$112M	14	1.37%	Increased
22	ValueAct Holdings San Francisco, California	$2.9B	+$47.2K	1	26.3%	Increased
23	TIAA CREF Investment Management New York	$2.83B	+$84.1M	12	2.17%	Increased
24	Janus Henderson Investors US Denver, Colorado	$2.79B	+$647M	5	2.37%	Increased
25	Dodge & Cox San Francisco, California	$2.63B	-$74.9M	1	2.6%	Reduced