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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
276	SCM Scopia Capital Management New York	$283M	-$33.5M	1	5.77%	Reduced
277	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$282M	-$15.6M	3	5.03%	Reduced
278	Ariel Investments Chicago, Illinois	$281M	-$18.7M	4	3.63%	Reduced
279	Nisa Investment Advisors St. Louis, Missouri	$276M	-$1.14M	19	3.87%	Reduced
280	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$276M	+$3.62M	4	7.33%	Increased
281	Employees Retirement System of Texas Austin, Texas	$275M	-$9.09M	14	3.61%	Reduced
282	CCI Columbus Circle Investors	$272M	-$43.9M	4	1.95%	Reduced
283	First Pacific Advisors El Segundo, California	$271M	+$2.5M	1	2.26%	Increased
284	EPCM Eton Park Capital Management New York	$271M	-$126M	1	3.19%	Reduced
285	OH Overlook Holdings Tortola, British Virgin Islands	$269M	$0	1	67.5%	Maintained
286	GTP Global Thematic Partners New York	$269M	+$53.9M	1	4.06%	Increased
287	JC Joho Capital New York	$266M	-$9.92M	2	45.12%	Reduced
288	FP FPR Partners San Francisco, California	$266M	+$31.3M	2	8.92%	Increased
289	Klingenstein Fields & Co New York	$264M	-$1.02M	5	11.52%	Reduced
290	Mirae Asset Global Investments Seoul, South Korea	$261M	-$296M	8	9.43%	Reduced
291	Discovery Capital Management South Norwalk, Connecticut	$256M	-$180M	2	2.88%	Reduced
292	GH GAM Holding Zurich, Switzerland	$254M	+$52.7M	18	3.69%	Increased
293	WP Wedgewood Partners St Louis, Missouri	$253M	+$8.23M	1	4.09%	Increased
294	GC GMT Capital Atlanta, Georgia	$252M	+$796K	3	5.42%	Increased
295	Federated Hermes Pittsburgh, Pennsylvania	$252M	+$158K	28	0.81%	Increased
296	M&T Bank Buffalo, New York	$252M	+$199M	23	1.62%	Increased
297	Fifth Third Bancorp Cincinnati, Ohio	$250M	+$16.6M	24	2.28%	Increased
298	KCM Kames Capital Management Edinburgh, United Kingdom	$249M	+$4.07M	4	7.79%	Increased
299	Rockefeller Financial Services New York	$249M	+$43.5M	5	5.55%	Increased
300	MAMU Marathon Asset Management (UK) London, United Kingdom	$246M	-$2.79M	4	6.02%	Reduced