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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
3001	KCG Kinsale Capital Group Richmond, Virginia	$23.2M	+$14.9M	2	3.07%	Increased
3002	TPCM Two Point Capital Management Pittsford, New York	$23.2M	+$136K	2	9.34%	Increased
3003	SAIG Semper Augustus Investments Group Highlands Ranch, Colorado	$23.2M	+$782K	5	2.62%	Increased
3004	LOIM Liberty One Investment Management Libertyville, Illinois	$23.2M	-$39.6K	4	2.32%	Reduced
3005	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$23.1M	-$507K	7	4.91%	Reduced
3006	CCG Chatham Capital Group Savannah, Georgia	$23.1M	-$251K	4	2.95%	Reduced
3007	NC Naman Capital Sao Paulo, Brazil	$23.1M	$0	2	7.15%	Maintained
3008	GC Gilbert & Cook West Des Moines, Iowa	$23.1M	-$1.06M	8	2.66%	Reduced
3009	BSB Bangor Savings Bank Bangor, Maine	$23M	-$152K	8	1.69%	Reduced
3010	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$23M	+$2.89M	7	4.65%	Increased
3011	OWCM One Wealth Capital Management Scottsdale, Arizona	$23M	+$10.3M	6	6.47%	Increased
3012	OIS Okabena Investment Services Minneapolis, Minnesota	$23M	-$5.97M	4	4.1%	Reduced
3013	RMC Ring Mountain Capital Tiburon, California	$22.9M	+$225K	4	9.63%	Increased
3014	AHL Abel Hall LLC Baton Rouge, Louisiana	$22.9M	+$3.31M	20	3.96%	Increased
3015	ISWM Independent Solutions Wealth Management Williamsville, New York	$22.9M	-$2.42M	4	2.99%	Reduced
3016	VDBMI Van Den Berg Management I Austin, Texas	$22.9M	-$399K	4	4.84%	Reduced
3017	AP Anchyra Partners Atlanta, Georgia	$22.9M	+$1.23M	9	5.5%	Increased
3018	BFG Beacon Financial Group Dallas, Texas	$22.9M	+$880K	6	2.08%	Increased
3019	SW SkyOak Wealth Southfield, Michigan	$22.8M	-$1.68M	6	3.73%	Reduced
3020	LG Leuthold Group Minneapolis, Minnesota	$22.8M	-$900K	1	2.29%	Reduced
3021	Stephens Investment Management Group Houston, Texas	$22.8M	+$6.45M	3	0.24%	Increased
3022	NA Nautilus Advisors La Jolla, California	$22.8M	+$577K	5	13.42%	Increased
3023	CRIG Charter Research & Investment Group Southport, Connecticut	$22.7M	-$238K	4	13.81%	Reduced
3024	LLI LTS Liquid Investments Nassau,	$22.7M	+$2.9M	1	12.16%	Increased
3025	WAOTB Wealth Advisors of Tampa Bay Tampa, Florida	$22.7M	+$250K	5	6.95%	Increased