← All themes

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	TCM Tybourne Capital Management Hong Kong	$246M	-$109M	2	23.98%	Reduced
302	Fiera Capital (Canada) Montreal, Quebec, Canada	$245M	-$90.5M	7	1.82%	Reduced
303	CPI Crestview Partners II New York	$245M	$0	1	78.03%	Maintained
304	Wellcome Trust London, United Kingdom	$242M	-$5.87M	1	5.01%	Reduced
305	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$241M	+$243M	10	3.83%	New
306	GA Geneva Advisors Chicago, Illinois	$240M	-$15M	9	4.52%	Reduced
307	SC Stralem & Co New York	$239M	-$39.4M	3	9.61%	Reduced
308	Aperio Group Sausalito, California	$239M	+$26.6M	22	3.23%	Increased
309	Arizona State Retirement System Phoenix, Arizona	$238M	-$5.25M	17	2.95%	Reduced
310	Letko, Brosseau & Associates Montreal, Quebec, Canada	$236M	-$2.58M	2	2%	Reduced
311	TimesSquare Capital Management New York	$235M	-$37.2M	4	1.34%	Reduced
312	Davenport & Co Richmond, Virginia	$235M	+$25.7M	11	4.1%	Increased
313	MAM Marketfield Asset Management New York	$232M	+$237M	2	2.19%	New
314	Gulf International Bank (UK) London, United Kingdom	$232M	-$243K	12	4.29%	Reduced
315	VFA Virtus Fund Advisers Hartford, Connecticut	$232M	-$37.5M	15	1.76%	Reduced
316	RIM Rainier Investment Management Seattle, Washington	$230M	-$37M	3	3.83%	Reduced
317	TCM Tiger Consumer Management New York	$228M	-$27.7M	3	11.35%	Reduced
318	Glenview Capital Management New York	$228M	-$63.1M	1	1.19%	Reduced
319	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$226M	-$149M	4	2.25%	Reduced
320	Royce & Associates New York	$221M	-$10.2M	14	0.75%	Reduced
321	Virginia Retirement Systems Richmond, Virginia	$220M	-$3.28M	15	3.64%	Reduced
322	EC Eminence Capital New York	$219M	+$42.9M	3	3.21%	Increased
323	Soros Fund Management New York	$215M	+$25.4M	7	1.6%	Increased
324	AKRE Capital Management Middleburg, Virginia	$214M	-$167K	1	6.06%	Reduced
325	TAM Tiverton Asset Management Wilimington, Delaware	$212M	+$17.6M	3	4.84%	Increased