Sony owns Crunchyroll — the dominant global anime streaming platform — plus Aniplex and a leading recorded-music arm, making it the single most direct listed proxy for both the anime imagery and the pop song in the clip. As anime distribution and its music/soundtrack economy globalise, Sony captures the value across streaming, production and licensing. Cleanest large-cap way to own the theme with US-accessible liquidity.

The purest listed anime-studio play — Toei owns and produces flagship franchises (Dragon Ball, One Piece) whose global licensing and streaming royalties scale directly with anime's worldwide reach. Far more concentrated exposure to the exact content in the montage than any broad Japan index. This is the specific micro-name the thesis points to rather than a generic proxy.

Anime is one of Netflix's fastest-growing and most globally travelled content categories, with heavy investment in original and licensed titles. If anime's cultural momentum continues, Netflix monetises it through subscriber engagement and retention across every region. A liquid, mega-cap expression of the content-distribution side of the theme.

The merchandise, toys, figures and games layer of the anime economy — where fandom converts into durable, high-margin cash flow via IP franchises tied to the very titles seen in the montage. Captures the monetisation that follows viewership growth. A distinct, more consumer-goods-weighted way to own the same cultural wave.