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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
251	Nomura Holdings Tokyo, Japan	$345M	+$58.5M	20	0.1%	Increased
252	City National Bank Beverly Hills, Delaware	$344M	+$155M	10	3.14%	Increased
253	Fiera Capital (Canada) Montreal, Quebec, Canada	$339M	+$27.4M	7	1.74%	Increased
254	PHS PFM Health Sciences San Francisco, California	$333M	-$61.9M	4	6.66%	Reduced
255	SSM Sound Shore Management Greenwich, Connecticut	$332M	+$48.6M	2	5.38%	Increased
256	Glenview Capital Management New York	$331M	+$98.3M	1	1.92%	Increased
257	USS Investment Management London, United Kingdom	$326M	+$29M	3	5.61%	Increased
258	HAM HHR Asset Management Berkeley Heights, New Jersey	$325M	+$113M	3	12.83%	Increased
259	WIM Weitz Investment Management Omaha, Nebraska	$321M	+$49.3M	4	9.68%	Increased
260	Fayez Sarofim & Co Houston, Texas	$318M	-$649K	8	1.45%	Reduced
261	CI Investments Inc Toronto, Ontario, Canada	$317M	+$35.1M	1	3.14%	Increased
262	Ariel Investments Chicago, Illinois	$317M	-$8.86M	4	3.87%	Reduced
263	Nuveen Charlotte, North Carolina	$316M	-$10.4M	19	1.92%	Reduced
264	ProShare Advisors Bethesda, Maryland	$314M	-$27.7M	29	4.07%	Reduced
265	USSCPF United States Steel & Carnegie Pension Fund New York	$314M	-$85K	4	6.96%	Reduced
266	CCI Columbus Circle Investors	$313M	-$417M	4	2.14%	Reduced
267	Suntrust Banks Atlanta, Georgia	$312M	-$258M	14	2.17%	Reduced
268	Munder Capital Management Birmingham, Michigan	$312M	-$27.4M	11	2.22%	Reduced
269	KBC Group Brussels, Belgium	$310M	+$53.1M	18	3.54%	Increased
270	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$308M	+$5.74M	15	3.35%	Increased
271	JP Jana Partners New York	$307M	+$3.27M	3	1.9%	Increased
272	Banque Pictet & Cie Geneva 73, Switzerland	$306M	+$27.7M	5	7.66%	Increased
273	HCM Holland Capital Management Chicago, Illinois	$306M	-$5.92M	2	6.48%	Reduced
274	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$303M	-$1.5M	3	5.14%	Reduced
275	CIBC World Market Toronto, Ontario, Canada	$301M	+$6.91M	11	1.05%	Increased