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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	LSV Asset Management Chicago, Illinois	$650M	+$15.3M	12	1.05%	Increased
252	Wellcome Trust London, United Kingdom	$647M	$0	3	10.05%	Maintained
253	Third Point New York	$647M	+$63.5M	3	7.58%	Increased
254	LCM Lakewood Capital Management New York	$645M	-$23.7M	3	19.66%	Reduced
255	Commonwealth Equity Services Waltham, Massachusetts	$642M	+$3.23M	25	2.83%	Increased
256	Fjarde Ap-fonden Stockholm, Sweden	$640M	-$12.5M	16	8.19%	Reduced
257	Guggenheim Capital Chicago, Illinois	$635M	-$5.98M	31	5.17%	Reduced
258	EC Eminence Capital New York	$634M	+$79.6M	3	8.37%	Increased
259	MG Meritage Group San Francisco, California	$631M	$0	3	11.04%	Maintained
260	Arrowstreet Capital Boston, Massachusetts	$624M	+$345M	18	1.39%	Increased
261	Causeway Capital Management Los Angeles, California	$623M	-$4.91M	2	6.82%	Reduced
262	CBT Capital Bank & Trust Irvine, California	$616M	-$13K	13	7.59%	Reduced
263	NCMU NAYA Capital Management (UK) London, United Kingdom	$611M	+$86.5M	4	47.77%	Increased
264	BAMCO Inc New York	$610M	+$34.6M	12	2.45%	Increased
265	Glenmede Trust Philadelphia, Pennsylvania	$610M	-$134M	39	2.68%	Reduced
266	Natixis Paris, France	$609M	-$422M	18	4.68%	Reduced
267	Marshall Wace London, United Kingdom	$607M	+$209M	20	4.99%	Increased
268	Caledonia Investments (Australia) Sydney NSW, Australia	$607M	+$197M	2	10.47%	Increased
269	MetLife Investment Management Whippany, New Jersey	$601M	-$1.26B	34	6.43%	Reduced
270	MAMU Marathon Asset Management (UK) London, United Kingdom	$599M	+$6.79M	7	7.69%	Increased
271	CCM Cantillon Capital Management New York	$593M	-$12.8M	2	5.99%	Reduced
272	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$590M	+$151M	22	5.09%	Increased
273	HMP HS Management Partners New York	$584M	-$20.9M	3	19.57%	Reduced
274	Appaloosa LP Short Hills, New Jersey	$583M	+$118M	2	6.29%	Increased
275	Carmignac Gestion Paris, France	$580M	-$5.61M	3	7.2%	Reduced