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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
276
TSU
TD Securities (USA)
New York
$213M +$208M 8 4.25% New
277
Royce & Associates
Royce & Associates
New York
$210M +$204M 12 0.65% New
278
Glenview Capital Management
Glenview Capital Management
New York
$208M +$194M 1 1.9% New
279
Rockefeller Financial Services
Rockefeller Financial Services
New York
$207M +$200M 5 4.95% New
280
Appaloosa Management
Appaloosa Management
Florida
$207M +$201M 2 2.99% New
281
CPI
Crestview Partners II
New York
$206M +$209M 1 29.82% New
282
DL
Delta Lloyd
Netherlands
$204M +$198M 10 7.86% New
283
EP
Edinburgh Partners
United Kingdom
$204M +$197M 2 12.15% New
284
Wellcome Trust
Wellcome Trust
United Kingdom
$203M +$196M 2 7.18% New
285
OH
Overlook Holdings
British Virgin Islands
$198M +$184M 1 43.73% New
286
Congress Asset Management
Congress Asset Management
Massachusetts
$197M +$192M 6 5.86% New
287
Farallon Capital Management
Farallon Capital Management
California
$196M +$193M 2 3.76% New
288
SAM
Scopus Asset Management
New York
$196M +$179M 3 5.43% New
289
HAM
HHR Asset Management
New Jersey
$195M +$189M 3 9.49% New
290
Arizona State Retirement System
Arizona State Retirement System
Arizona
$193M +$188M 16 2.63% New
291
MG
Meritage Group
California
$192M +$192M 1 5.6% New
292
ProShare Advisors
ProShare Advisors
Maryland
$192M +$187M 23 3.77% New
293
PC
Passport Capital
California
$192M +$186M 3 6.32% New
294
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$192M +$191M 14 3.61% New
295
YCMGA
York Capital Management Global Advisors
New York
$191M +$174M 3 3.99% New
296
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$191M +$186M 10 4.22% New
297
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$190M +$185M 9 3.96% New
298
Parnassus Investments
Parnassus Investments
California
$190M +$182M 2 2.48% New
299
WP
Wedgewood Partners
Missouri
$188M +$181M 1 5.43% New
300
TI
Turner Investments
Pennsylvania
$187M +$180M 6 2.52% New