← All themes

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	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$569M	$0	1	19.34%	Maintained
227	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$566M	-$8.24M	13	1.38%	Reduced
228	AL AJO LP Philadelphia, Pennsylvania	$564M	+$365M	12	2.41%	Increased
229	ProShare Advisors Bethesda, Maryland	$563M	+$75.9M	18	5.61%	Increased
230	Polar Capital London, United Kingdom	$563M	-$33.3M	8	7.58%	Reduced
231	Balyasny Asset Management Chicago, Illinois	$560M	-$174M	16	2.31%	Reduced
232	TBC Tweedy, Browne Co Stamford, Connecticut	$560M	+$2.94M	4	16.64%	Increased
233	DSM Capital Partners Palm Beach Gardens, Florida	$556M	+$24.1M	3	8.25%	Increased
234	SA SPO Advisory San Anselmo, California	$553M	+$191M	2	10.87%	Increased
235	KBC Group Brussels, Belgium	$550M	-$38.7M	20	5.32%	Reduced
236	Manning & Napier Advisors Fairport, New York	$548M	-$198M	5	4.71%	Reduced
237	AC Alleghany Corporation New York	$544M	$0	3	20.16%	Maintained
238	Glenmede Trust Philadelphia, Pennsylvania	$543M	-$140K	32	2.59%	Reduced
239	KCM Kensico Capital Management Greenwich, Connecticut	$542M	-$5.22M	4	8.33%	Reduced
240	CBT Capital Bank & Trust Irvine, California	$538M	+$540M	10	7.05%	New
241	Sterling Capital Management Charlotte, North Carolina	$535M	-$9.38M	14	5.16%	Reduced
242	Third Point New York	$535M	+$112M	1	4.74%	Increased
243	FC Fairpointe Capital Chicago, Illinois	$534M	-$81M	6	10.62%	Reduced
244	Hosking Partners London, United Kingdom	$527M	-$4.2M	12	13.91%	Reduced
245	Fifth Third Bancorp Cincinnati, Ohio	$518M	-$1.76M	27	3.82%	Reduced
246	JP Morgan Private Wealth Advisors San Francisco, California	$512M	-$11.4M	21	3.88%	Reduced
247	Natixis Advisors Boston, Massachusetts	$510M	+$9M	23	5.52%	Increased
248	MAMU Marathon Asset Management (UK) London, United Kingdom	$508M	+$160M	6	8.8%	Increased
249	Lord, Abbett & Co Jersey City, New Jersey	$505M	-$127M	8	1.5%	Reduced
250	LCM Lakewood Capital Management New York	$494M	-$37.8M	3	19.47%	Reduced