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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	CAM ClariVest Asset Management San Diego, California	$353M	+$11M	12	10.26%	Increased
302	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$351M	-$5.26M	14	10.25%	Reduced
303	FC Fairpointe Capital Chicago, Illinois	$348M	+$19.2M	5	7.83%	Increased
304	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$345M	-$7.22M	13	3.39%	Reduced
305	NSCM New South Capital Management Memphis, Tennessee	$340M	+$85.7M	2	8.14%	Increased
306	LCM Lakewood Capital Management New York	$338M	-$5.94M	3	7.65%	Reduced
307	CCM Criterion Capital Management San Francisco, California	$337M	-$8.32M	3	13.44%	Reduced
308	PIA Piedmont Investment Advisors Durham, North Carolina	$336M	-$54.6M	16	7.3%	Reduced
309	Rockefeller Financial Services New York	$335M	-$133M	7	7%	Reduced
310	LT Lindsell Train London, United Kingdom	$334M	+$30.7M	2	16.51%	Increased
311	M&T Bank Buffalo, New York	$331M	-$11M	20	2.11%	Reduced
312	Whale Rock Capital Management Boston, Massachusetts	$331M	+$38.5M	4	21.38%	Increased
313	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$331M	+$1.6M	6	6.32%	Increased
314	Flossbach Von Storch Cologne, Germany	$331M	-$4.67M	3	5.52%	Reduced
315	TCM Tybourne Capital Management Hong Kong	$331M	+$25.7M	1	16.49%	Increased
316	MICM Matthews International Capital Management San Francisco, California	$330M	-$29.2M	2	13.56%	Reduced
317	Employees Retirement System of Texas Austin, Texas	$329M	+$1.55M	13	4.45%	Increased
318	Nomura Asset Management Tokyo, Japan	$327M	+$35.5M	15	5.87%	Increased
319	CI Investments Inc Toronto, Ontario, Canada	$327M	-$14.2M	2	3.57%	Reduced
320	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$325M	-$489M	6	2.19%	Reduced
321	ProShare Advisors Bethesda, Maryland	$317M	-$162M	17	4.43%	Reduced
322	Mirae Asset Global Investments Seoul, South Korea	$317M	+$59.2M	9	6.55%	Increased
323	CIBC Asset Management Toronto, Ontario, Canada	$316M	-$6.4M	17	2.33%	Reduced
324	SCM Suvretta Capital Management New York	$315M	-$37M	2	10.1%	Reduced
325	Discovery Capital Management South Norwalk, Connecticut	$314M	+$98.7M	2	6.65%	Increased