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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	Mackenzie Financial Toronto Ontario, Ontario, Canada	$313M	-$199M	9	1.96%	Reduced
327	GC GMT Capital Atlanta, Georgia	$311M	+$12.9M	6	6.36%	Increased
328	Davenport & Co Richmond, Virginia	$311M	-$20.1M	11	4.59%	Reduced
329	IIM Ivory Investment Management New York	$311M	+$30.1M	5	8.88%	Increased
330	WIM Weitz Investment Management Omaha, Nebraska	$309M	-$50.4M	9	11.63%	Reduced
331	Atalanta Sosnoff Capital New York	$308M	-$23.2M	5	10.68%	Reduced
332	GH GAM Holding Zurich, Switzerland	$305M	-$41.4M	19	5.36%	Reduced
333	Smead Capital Management Phoenix, Arizona	$303M	-$17.6M	4	14.43%	Reduced
334	Jane Street New York	$302M	+$119M	17	1.44%	Increased
335	ACM Atlanta Capital Management Atlanta, Georgia	$301M	-$40.5M	4	2%	Reduced
336	Arizona State Retirement System Phoenix, Arizona	$301M	+$2.01M	20	4.57%	Increased
337	ExxonMobil Investment Management Irving, Texas	$301M	-$3.23M	12	6.27%	Reduced
338	SCM Shapiro Capital Management Atlanta, Georgia	$300M	+$44.8M	6	7.96%	Increased
339	MAMU Marathon Asset Management (UK) London, United Kingdom	$295M	+$39.2M	6	6.34%	Increased
340	Jacobs Levy Equity Management Florham Park, New Jersey	$295M	+$31.4M	17	5.28%	Increased
341	Markel Group Glen Allen, Virginia	$294M	+$28.9M	10	7.58%	Increased
342	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$294M	+$4.9M	12	5.87%	Increased
343	Klingenstein Fields & Co New York	$292M	+$137K	6	13.45%	Increased
344	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$292M	+$6.78M	14	3.16%	Increased
345	Mitsubishi UFJ Asset Management Tokyo, Japan	$290M	+$6.1M	16	7.21%	Increased
346	FAM Foxhaven Asset Management Charlottesville, Virginia	$290M	+$21.2M	4	27.67%	Increased
347	Fjarde Ap-fonden Stockholm, Sweden	$288M	+$6.33M	13	6.31%	Increased
348	Everett Harris & Co Los Angeles, California	$288M	+$2.87M	8	10.18%	Increased
349	Stonehage Fleming Financial Services St. Helier, Jersey	$281M	+$4.74M	13	16.63%	Increased
350	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$280M	+$17.4M	10	2.74%	Increased