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Streaming & Digital Media

Streaming delivers video and audio on demand, paid for by subscription or by advertising, and has replaced the broadcast schedule with a catalogue. Content spending is the main cost and cancellation is the main risk.

120 stocks

News Media

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
226	Polen Capital Management Boca Raton, Florida	$409M	-$19.7M	1	8.93%	Reduced
227	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$407M	-$75.2M	9	3.28%	Reduced
228	CCM Cornerstone Capital Management Edina, Minnesota	$404M	-$259M	4	12.96%	Reduced
229	AIG American International Group New York	$403M	+$10.3M	46	1.78%	Increased
230	CPI Crestview Partners II New York	$400M	+$183K	1	85.45%	Increased
231	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$399M	+$5.67M	20	4.64%	Increased
232	LCG Luxor Capital Group New York	$398M	+$87.8M	4	7.95%	Increased
233	Aviva London, United Kingdom	$398M	+$1.72M	14	3.04%	Increased
234	Luther King Capital Management (LKCM) Fort Worth, Texas	$392M	+$22.3M	11	3.1%	Increased
235	Zevenbergen Capital Investments Edmonds, Washington	$389M	+$7.45M	4	13.69%	Increased
236	Ninety One (UK) London, United Kingdom	$380M	-$46.5M	5	2.21%	Reduced
237	Pinnacle Associates New York	$380M	+$42.7M	18	7.41%	Increased
238	Millennium Management New York	$379M	-$26.3M	26	1.05%	Reduced
239	EverPoint Asset Management Stamford, Connecticut	$364M	+$345M	14	7.53%	New
240	Mawer Investment Management Calgary, Alberta, Canada	$360M	+$35.2M	3	4.78%	Increased
241	Seizert Capital Partners Birmingham, Michigan	$360M	+$37.4M	5	7.16%	Increased
242	Marshall Wace London, United Kingdom	$358M	+$31.7M	9	5.27%	Increased
243	Polar Capital London, United Kingdom	$357M	+$206M	5	7.6%	Increased
244	MSA Mason Street Advisors Milwaukee, Wisconsin	$356M	+$21.8M	17	2.76%	Increased
245	HMP HS Management Partners New York	$355M	+$151M	3	14.5%	Increased
246	TPSF Texas Permanent School Fund Austin, Texas	$353M	-$18.2M	16	3.64%	Reduced
247	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$352M	-$480M	13	4.75%	Reduced
248	DekaBank Deutsche Girozentrale Frankfurt, Germany	$352M	+$28.3M	14	5.28%	Increased
249	TCM Tybourne Capital Management Hong Kong	$351M	+$85.4M	3	32.49%	Increased
250	CAM Coronation Asset Management Cape Town, South Africa	$347M	+$110M	7	20.88%	Increased