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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	Flossbach Von Storch Cologne, Germany	$561M	+$71.7M	5	8.6%	Increased
227	WBC Westpac Banking Corp Sydney, Australia	$561M	+$12.7M	16	4.5%	Increased
228	Bank of Nova Scotia Toronto, Ontario, Canada	$560M	+$48.3M	15	2.39%	Increased
229	SCM Suvretta Capital Management New York	$559M	+$356M	3	17.42%	Increased
230	Polar Capital London, United Kingdom	$559M	+$27.7M	8	8.37%	Increased
231	Commerzbank Aktiengesellschaft Frankfurt, Germany	$558M	-$237M	14	8.27%	Reduced
232	KBC Group Brussels, Belgium	$554M	+$65.1M	22	5%	Increased
233	Sterling Capital Management Charlotte, North Carolina	$549M	-$76.1M	13	5.17%	Reduced
234	CIBC World Markets New York	$547M	-$68.3M	12	4.45%	Reduced
235	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$543M	+$51.7M	15	1.35%	Increased
236	Glenmede Trust Philadelphia, Pennsylvania	$543M	+$78.8M	32	2.59%	Increased
237	TCP Tourbillon Capital Partners New York	$535M	+$250M	6	13.78%	Increased
238	Zurich Cantonal Bank Zurich, Switzerland	$533M	-$6.54M	37	5.26%	Reduced
239	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$532M	-$49.4M	21	4.81%	Reduced
240	TBC Tweedy, Browne Co Stamford, Connecticut	$525M	+$243M	4	15.08%	Increased
241	Pinnacle Associates New York	$520M	+$20.6M	25	9.93%	Increased
242	Natixis Paris, France	$518M	-$272M	16	6.45%	Reduced
243	Lone Pine Capital Greenwich, Connecticut	$516M	-$944M	1	2.72%	Reduced
244	HMP HS Management Partners New York	$514M	-$62.5M	3	18.02%	Reduced
245	MG Meritage Group San Francisco, California	$511M	+$304M	4	13.26%	Increased
246	KCM Kensico Capital Management Greenwich, Connecticut	$509M	+$22.4M	4	8.45%	Increased
247	LCM Lakewood Capital Management New York	$505M	+$73.7M	3	20.98%	Increased
248	AC Alleghany Corporation New York	$503M	-$37.1M	3	25.11%	Reduced
249	DekaBank Deutsche Girozentrale Frankfurt, Germany	$500M	+$29.8M	11	4.58%	Increased
250	JP Morgan Private Wealth Advisors San Francisco, California	$500M	+$29.9M	23	3.87%	Increased