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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
351	HI Honeywell International Charlotte, North Carolina	$191M	+$60.7M	4	4.4%	Increased
352	Mitsubishi UFJ Asset Management Tokyo, Japan	$188M	+$5.15M	13	4.84%	Increased
353	PTC Provident Trust Company Waukesha, Wisconsin	$188M	+$391K	1	10.69%	Increased
354	Soros Fund Management New York	$188M	-$78.8M	6	1.41%	Reduced
355	VM Valinor Management New York	$187M	+$62.6M	2	5.1%	Increased
356	YCMGA York Capital Management Global Advisors New York	$185M	-$13.9M	2	1.85%	Reduced
357	TGCM Tukman Grossman Capital Management Larkspur, California	$185M	-$1.13M	1	8.99%	Reduced
358	SRFM Shannon River Fund Management New York	$185M	-$65.6M	7	9.59%	Reduced
359	LCS Levin Capital Strategies New York	$180M	+$105M	7	2.78%	Increased
360	Stifel Financial St. Louis, Missouri	$179M	+$29.6M	25	1.61%	Increased
361	Farallon Capital Management San Francisco, California	$178M	-$20.8M	1	2.57%	Reduced
362	Frontier Capital Management Boston, Massachusetts	$177M	+$891K	6	1.3%	Increased
363	PC Paulson & Co New York	$177M	-$97.2M	1	0.77%	Reduced
364	Markel Group Glen Allen, Virginia	$177M	+$10.4M	3	5.04%	Increased
365	Burgundy Asset Management Toronto, Ontario, Canada	$177M	-$25.1M	3	2.09%	Reduced
366	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$174M	-$46.1M	11	3.64%	Reduced
367	Tocqueville Asset Management New York	$174M	+$17M	15	1.69%	Increased
368	RCM Riverhead Capital Management Wilmington, Delaware	$172M	+$6.11M	11	3.23%	Increased
369	PIM Profit Investment Management North Bethesda, Maryland	$172M	+$24.9M	4	8.25%	Increased
370	CAM ClariVest Asset Management San Diego, California	$171M	+$16.6M	10	6.48%	Increased
371	Fort Washington Investment Advisors Cincinnati, Ohio	$171M	+$16.5M	8	3.32%	Increased
372	Rothschild & Co Asset Management US Stamford, Connecticut	$170M	+$10.5M	4	3.5%	Increased
373	EP Edinburgh Partners Edinburgh, United Kingdom	$169M	-$5.96M	3	16.91%	Reduced
374	CI Global Investments Oakland, California	$168M	+$54.3M	3	4.28%	Increased
375	NM Naya Management London, United Kingdom	$168M	+$45M	3	12.69%	Increased