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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
CCMH
Cornerstone Capital Management Holdings
New York
$288M -$15.7M 18 3.16% Reduced
277
TSU
TD Securities (USA)
New York
$286M +$15.8M 9 4.6% Increased
278
MICM
Matthews International Capital Management
California
$286M +$1.61M 2 15.96% Increased
279
Raymond James & Associates
Raymond James & Associates
Florida
$282M +$22.9M 22 1.74% Increased
280
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$282M -$16.9M 14 3.63% Reduced
281
SFM
Systematic Financial Management
New Jersey
$277M -$12.8M 9 1.89% Reduced
282
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$277M -$8.51M 18 3.84% Reduced
283
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$276M -$22.8M 10 1.56% Reduced
284
SC
Stralem & Co
New York
$274M -$28.8M 3 9.33% Reduced
285
SCM
Scopia Capital Management
New York
$272M -$37M 1 7.01% Reduced
286
TimesSquare Capital Management
TimesSquare Capital Management
New York
$270M -$29.9M 4 1.46% Reduced
287
VFA
Virtus Fund Advisers
Connecticut
$269M +$255M 35 1.89% New
288
ICM
IronBridge Capital Management
Illinois
$268M -$5.79M 4 6.56% Reduced
289
First Pacific Advisors
First Pacific Advisors
California
$267M +$629K 1 2.17% Increased
290
TCM
Tiger Consumer Management
New York
$267M +$89.4M 3 12.66% Increased
291
Axiom Investors
Axiom Investors
Connecticut
$266M +$9.82M 6 6.27% Increased
292
RIM
Rainier Investment Management
Washington
$264M -$217M 4 4.08% Reduced
293
SIG
Senator Investment Group
New York
$264M -$312M 3 2.78% Reduced
294
DnB Asset Management
DnB Asset Management
Norway
$264M +$248M 8 5.59% New
295
Federated Hermes
Federated Hermes
Pennsylvania
$261M +$23.3M 28 0.82% Increased
296
ACM
Andor Capital Management
New York
$260M -$87M 3 14.08% Reduced
297
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$258M -$1.69M 5 10.95% Reduced
298
HCM
Highfields Capital Management
Massachusetts
$257M +$168M 3 1.89% Increased
299
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$256M +$14.9M 2 2.03% Increased
300
JC
Joho Capital
New York
$251M -$14.7M 2 38.34% Reduced