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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
326	LT Lindsell Train London, United Kingdom	$295M	+$12.9M	2	16.08%	Increased
327	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$295M	+$110M	6	5.87%	Increased
328	Klingenstein Fields & Co New York	$295M	+$6.54M	7	13.78%	Increased
329	AWM Ashmore Wealth Management Wilmington, Delaware	$292M	-$123M	1	11.26%	Reduced
330	Scharf Investments Los Gatos, California	$290M	-$12.8M	4	6.52%	Reduced
331	KBC Group Brussels, Belgium	$289M	-$22.5M	20	4.14%	Reduced
332	Melvin Capital Management New York	$288M	+$72.5M	2	9.26%	Increased
333	CCM Cornerstone Capital Management Edina, Minnesota	$288M	-$144M	4	15.2%	Reduced
334	Third Point New York	$281M	-$220M	1	2.68%	Reduced
335	EC Eminence Capital New York	$281M	-$70.5M	2	5.7%	Reduced
336	WestEnd Advisors Charlotte, North Carolina	$280M	-$21.9M	3	14.87%	Reduced
337	ExxonMobil Investment Management Irving, Texas	$278M	+$16M	12	5.87%	Increased
338	VFA Virtus Fund Advisers Hartford, Connecticut	$278M	+$2.7M	9	2.48%	Increased
339	OA Omega Advisors New York	$276M	+$25.2M	3	7.83%	Increased
340	Fiera Capital (Canada) Montreal, Quebec, Canada	$276M	+$141M	14	1.55%	Increased
341	Arizona State Retirement System Phoenix, Arizona	$273M	-$27.4M	20	3.84%	Reduced
342	OH Overlook Holdings Tortola, British Virgin Islands	$270M	-$22.4M	2	100%	Reduced
343	GC GMT Capital Atlanta, Georgia	$270M	+$12.8M	6	6.53%	Increased
344	Everett Harris & Co Los Angeles, California	$270M	+$6.37M	8	9.63%	Increased
345	BA Boston Advisors Boston, Massachusetts	$268M	-$46.7M	12	6.69%	Reduced
346	TBC Tweedy, Browne Co Stamford, Connecticut	$266M	-$431K	3	7.47%	Reduced
347	IIM Ivory Investment Management New York	$264M	+$72.2M	3	7.3%	Increased
348	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$263M	-$7.51M	12	5.57%	Reduced
349	Mitsubishi UFJ Asset Management Tokyo, Japan	$261M	+$16.3M	16	6.82%	Increased
350	Nomura Asset Management Tokyo, Japan	$260M	+$20.2M	18	4.86%	Increased