← 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	WIM Weitz Investment Management Omaha, Nebraska	$326M	+$34.6M	10	12.02%	Increased
302	LCM Lakewood Capital Management New York	$326M	+$1.55M	2	15.72%	Increased
303	NM NWI Management New York	$323M	+$6.21M	3	26.86%	Increased
304	MICM Matthews International Capital Management San Francisco, California	$322M	-$14.2M	2	14.08%	Reduced
305	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$319M	+$62.8M	14	3.64%	Increased
306	M&T Bank Buffalo, New York	$319M	-$2.9M	19	2.15%	Reduced
307	Smead Capital Management Phoenix, Arizona	$319M	-$19.4M	4	14.97%	Reduced
308	Tocqueville Asset Management New York	$316M	-$2.55M	12	3.77%	Reduced
309	Natixis Advisors Boston, Massachusetts	$316M	+$20.5M	19	4.37%	Increased
310	SCM Suvretta Capital Management New York	$315M	+$106M	2	12%	Increased
311	AEGON Asset Management (UK) Edinburgh, United Kingdom	$314M	-$3.86M	6	8.97%	Reduced
312	GH GAM Holding Zurich, Switzerland	$311M	-$7.64M	18	4.82%	Reduced
313	CAM ClariVest Asset Management San Diego, California	$311M	+$192K	10	9.27%	Increased
314	Royal London Asset Management United Kingdom	$310M	+$142M	9	5.06%	Increased
315	CI Investments Inc Toronto, Ontario, Canada	$307M	+$32.8M	4	3.49%	Increased
316	CCM Criterion Capital Management San Francisco, California	$305M	+$27.4M	3	14.58%	Increased
317	Davenport & Co Richmond, Virginia	$304M	+$14.5M	12	4.64%	Increased
318	Atalanta Sosnoff Capital New York	$303M	-$35.9M	5	10.11%	Reduced
319	Jupiter Investment Management London, United Kingdom	$302M	+$60M	8	5.66%	Increased
320	Natixis Paris, France	$300M	+$206M	12	5.57%	Increased
321	CIBC Asset Management Toronto, Ontario, Canada	$299M	+$37.6M	17	2.25%	Increased
322	EverPoint Asset Management Stamford, Connecticut	$298M	+$83.1M	10	5.89%	Increased
323	Employees Retirement System of Texas Austin, Texas	$298M	-$24.6M	13	4.08%	Reduced
324	Flossbach Von Storch Cologne, Germany	$297M	+$126M	3	5.1%	Increased
325	HP Hound Partners New York	$296M	-$36.1M	1	7.87%	Reduced