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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
301	Sterling Capital Management Charlotte, North Carolina	$251M	+$168M	11	2.16%	Increased
302	GA Geneva Advisors Chicago, Illinois	$250M	-$17M	8	4.56%	Reduced
303	PC Passport Capital San Francisco, California	$250M	+$43.3M	5	4.24%	Increased
304	GVI Green Valley Investors Wilmington, Delaware	$250M	$0	2	5.81%	Maintained
305	DFO Duquesne Family Office New York	$249M	-$50.8M	2	17.8%	Reduced
306	Wellcome Trust London, United Kingdom	$247M	-$1.99M	2	5.94%	Reduced
307	OH Overlook Holdings Tortola, British Virgin Islands	$246M	$0	1	52.83%	Maintained
308	Royce & Associates New York	$246M	+$5.86M	14	0.73%	Increased
309	Comerica Bank Dallas, Texas	$246M	-$119M	21	2.09%	Reduced
310	Arizona State Retirement System Phoenix, Arizona	$244M	+$846K	16	2.94%	Increased
311	WP Wedgewood Partners St Louis, Missouri	$243M	+$12.3M	1	4.24%	Increased
312	GCM Gruss Capital Management New York	$243M	+$75.5M	6	11.68%	Increased
313	KCM Kames Capital Management Edinburgh, United Kingdom	$242M	+$1.56M	5	7.72%	Increased
314	GC GMT Capital Atlanta, Georgia	$240M	-$14.2M	3	4.98%	Reduced
315	FP FPR Partners San Francisco, California	$237M	+$19.4M	1	7.77%	Increased
316	MAMU Marathon Asset Management (UK) London, United Kingdom	$235M	-$3.76M	4	5.8%	Reduced
317	Fifth Third Bancorp Cincinnati, Ohio	$231M	+$7.74M	23	2.09%	Increased
318	Gulf International Bank (UK) London, United Kingdom	$231M	+$5.15M	11	4.27%	Increased
319	Natixis Paris, France	$226M	-$219M	9	2.72%	Reduced
320	HCM Hoplite Capital Management New York	$223M	+$64.4M	2	5.75%	Increased
321	Virginia Retirement Systems Richmond, Virginia	$221M	-$11.9M	13	3.83%	Reduced
322	River Road Asset Management Louisville, Kentucky	$221M	-$55.1M	6	2.92%	Reduced
323	LSV Asset Management Chicago, Illinois	$220M	-$21.3M	8	0.49%	Reduced
324	Royal London Asset Management United Kingdom	$219M	-$37.9M	11	5.04%	Reduced
325	GTP Global Thematic Partners New York	$218M	+$132M	1	3.34%	Increased