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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
226
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$664M +$146M 8 6.58% Increased
227
HMP
HS Management Partners
New York
$664M +$16.5M 3 20.37% Increased
228
SA
SPO Advisory
California
$658M $0 2 13.65% Maintained
229
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$648M -$58M 1 3.98% Reduced
230
AC
Alleghany Corporation
New York
$644M +$11.6M 4 19.13% Increased
231
KeyBank National Association
KeyBank National Association
Ohio
$644M -$20.8M 13 3.69% Reduced
232
BAMCO Inc
BAMCO Inc
New York
$642M -$7.9M 10 2.96% Reduced
233
MG
Meritage Group
California
$637M -$362K 3 10.71% Reduced
234
Findlay Park Partners
Findlay Park Partners
United Kingdom
$627M +$448K 2 5.96% Increased
235
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$625M +$137M 10 1.78% Increased
236
Glenmede Trust
Glenmede Trust
Pennsylvania
$621M +$82.8M 31 2.59% Increased
237
TBC
Tweedy, Browne Co
Connecticut
$620M -$50.2M 4 17.01% Reduced
238
Marshall Wace North America
Marshall Wace North America
New York
$614M +$208M 17 3.4% Increased
239
LCM
Lakewood Capital Management
New York
$613M +$5.54M 3 21.32% Increased
240
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$602M +$16.9M 21 3.96% Increased
241
Rockefeller Financial Services
Rockefeller Financial Services
New York
$597M +$151M 8 9.42% Increased
242
AMF Tjänstepension
AMF Tjänstepension
Sweden
$597M +$34.5M 5 5.85% Increased
243
MAMU
Marathon Asset Management (UK)
United Kingdom
$593M -$2.5M 6 9.13% Reduced
244
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$579M -$11.8M 26 3.94% Reduced
245
Hermes Investment Management
Hermes Investment Management
United Kingdom
$575M -$28.8M 7 8.24% Reduced
246
FC
Fairpointe Capital
Illinois
$566M +$10.8M 6 10.68% Increased
247
KBC Group
KBC Group
Belgium
$564M -$32.2M 21 4.82% Reduced
248
CBT
Capital Bank & Trust
California
$561M -$33.4M 11 7.67% Reduced
249
Comerica Bank
Comerica Bank
Texas
$560M -$11M 31 3.73% Reduced
250
SCM
Steadfast Capital Management
New York
$556M +$20.5M 2 8.7% Increased