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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	DFO Duquesne Family Office New York	$468M	+$30M	2	23.57%	Increased
277	CG Cutler Group San Francisco, California	$466M	-$180M	35	19.08%	Reduced
278	Sculptor Capital New York	$465M	+$35.5M	4	2.32%	Increased
279	Pzena Investment Management New York	$465M	-$20.1M	3	2.28%	Reduced
280	Tocqueville Asset Management New York	$464M	+$3.25M	11	5.27%	Increased
281	Ariel Investments Chicago, Illinois	$462M	+$34.6M	6	5.21%	Increased
282	Brandywine Global Investment Management Philadelphia, Pennsylvania	$462M	+$166M	9	2.76%	Increased
283	Fjarde Ap-fonden Stockholm, Sweden	$460M	+$75.1M	14	6.97%	Increased
284	Westwood Holdings Group Dallas, Texas	$459M	-$14.6M	8	3.46%	Reduced
285	SIG Senator Investment Group New York	$454M	+$42.4M	2	4.86%	Increased
286	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$453M	-$37.7M	24	5.32%	Reduced
287	Nuveen Charlotte, North Carolina	$453M	-$29.9M	17	2.9%	Reduced
288	Appaloosa LP Short Hills, New Jersey	$452M	-$194M	2	4.21%	Reduced
289	Virginia Retirement Systems Richmond, Virginia	$451M	+$17.6M	17	5.33%	Increased
290	CCM Chieftain Capital Management New York	$448M	+$158M	4	30.45%	Increased
291	LPL Financial San Diego, California	$445M	+$26.5M	25	1.35%	Increased
292	MICM Matthews International Capital Management San Francisco, California	$445M	-$36.3M	3	21.01%	Reduced
293	CAM ClariVest Asset Management San Diego, California	$444M	+$73.1M	10	7.63%	Increased
294	HP Hound Partners New York	$442M	+$246M	2	12.14%	Increased
295	AGDR AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$441M	+$424M	3	25.51%	New
296	TPSF Texas Permanent School Fund Austin, Texas	$440M	-$8.15M	21	5.5%	Reduced
297	SAM Scopus Asset Management New York	$435M	-$125M	6	4.09%	Reduced
298	Cambiar Investors Denver, Colorado	$434M	-$7.39M	4	6.8%	Reduced
299	KCM Kensico Capital Management Greenwich, Connecticut	$432M	-$39.3M	2	8.61%	Reduced
300	Thompson Siegel & Walmsley Richmond, Virginia	$431M	-$41.8M	20	5.12%	Reduced