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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
3401	TC Tsai Capital New York	$17.4M	-$123K	2	12.84%	Reduced
3402	SCM Sitrin Capital Management Century City, California	$17.4M	-$2.58M	4	7.69%	Reduced
3403	CVA Central Valley Advisors Sacramento, California	$17.4M	+$54.5K	5	4.45%	Increased
3404	PAA Peregrine Asset Advisers Portland, Oregon	$17.4M	-$5.38M	5	3.77%	Reduced
3405	CMP Christine Messmer PC Collegeville, Pennsylvania	$17.4M	-$86.1K	3	9.78%	Reduced
3406	SCA St. Clair Advisors Mayfield Hts, Ohio	$17.3M	$0	4	4.46%	Maintained
3407	VCP Varenne Capital Partners Paris, France	$17.3M	+$18.1M	2	2.87%	New
3408	VG Visualize Group New York	$17.3M	+$18.2M	1	5.95%	New
3409	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$17.3M	+$38.5K	4	11.32%	Increased
3410	RWM Revisor Wealth Management Akron, Ohio	$17.2M	+$292K	6	4.14%	Increased
3411	CTC Cetera Trust Company St. Paul, Minnesota	$17.2M	-$117K	9	8.64%	Reduced
3412	SDH Sloy Dahl & Holst Vancouver, Washington	$17.2M	+$804K	5	2.13%	Increased
3413	BAM Boyar Asset Management New York	$17.2M	-$3.72M	8	9.86%	Reduced
3414	ACM Ayrshire Capital Management Westport, Connecticut	$17.2M	+$1.46M	3	8.05%	Increased
3415	HCM Harspring Capital Management New York	$17.2M	-$45.8M	2	31.98%	Reduced
3416	9C 9823 Capital Dallas, Texas	$17.1M	+$230K	1	11.57%	Increased
3417	BCM Boltwood Capital Management Walnut Creek, California	$17.1M	+$565K	5	3.93%	Increased
3418	BHC Bull Harbor Capital Bethesda, Maryland	$17.1M	+$2.4M	11	3.34%	Increased
3419	MWM Mattern Wealth Management Lawrence, Kansas	$17.1M	+$664K	4	2.81%	Increased
3420	LI LHM Inc Sandy, Utah	$17.1M	+$2.1M	3	5.84%	Increased
3421	SFS Strategic Financial Services Utica, New York	$17.1M	-$765K	4	0.75%	Reduced
3422	PC Pelham Capital London, United Kingdom	$17.1M	+$1.95M	1	9.74%	Increased
3423	SWM StoneCrest Wealth Management Chandler, Arizona	$17M	-$490K	3	5.45%	Reduced
3424	6CM 683 Capital Management New York	$17M	-$3.35M	2	0.84%	Reduced
3425	MC Metavasi Capital Larchmont, New York	$17M	-$9.02M	2	5.94%	Reduced