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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	TCM Tybourne Capital Management Hong Kong	$218M	-$103M	1	18.49%	Reduced
352	NA Newport Asia San Francisco, California	$215M	+$7.77M	3	74.85%	Increased
353	TCM Tran Capital Management San Rafael, California	$215M	+$213M	1	5.05%	New
354	GC GMT Capital Atlanta, Georgia	$215M	-$6.77M	3	5.61%	Reduced
355	IIM Ivory Investment Management New York	$213M	+$142M	3	5.19%	Increased
356	River Road Asset Management Louisville, Kentucky	$211M	-$44.4M	8	3.11%	Reduced
357	USSCPF United States Steel & Carnegie Pension Fund New York	$211M	-$41.9M	3	4.39%	Reduced
358	CI Investments Inc Toronto, Ontario, Canada	$211M	+$36.7M	2	2.33%	Increased
359	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$210M	-$81.5M	3	4.48%	Reduced
360	RS Investment Management San Francisco, California	$208M	-$31.6M	5	1.78%	Reduced
361	Hotchkis & Wiley Capital Management Los Angeles, California	$207M	+$9.73M	3	0.73%	Increased
362	MCM Mason Capital Management New York	$206M	+$202M	1	3.69%	New
363	LSV Asset Management Chicago, Illinois	$206M	-$40.2M	9	0.43%	Reduced
364	JP Morgan Private Wealth Advisors San Francisco, California	$205M	+$2.37M	19	2.36%	Increased
365	Fjarde Ap-fonden Stockholm, Sweden	$204M	-$3.96M	12	4.91%	Reduced
366	DCP Darsana Capital Partners New York	$203M	+$23.1M	2	10.32%	Increased
367	Aristeia Capital Greenwich, Connecticut	$203M	+$28.4M	3	7.4%	Increased
368	HL Financial Services Louisville, Kentucky	$202M	+$43.6M	7	5.36%	Increased
369	Edge Asset Management Seattle, Washington	$200M	-$12.8M	4	1.81%	Reduced
370	GCM Gruss Capital Management New York	$200M	+$11.7M	3	7.07%	Increased
371	Moore Capital Management New York	$198M	+$43.6M	8	4.27%	Increased
372	ExxonMobil Investment Management Irving, Texas	$198M	-$17M	10	4.85%	Reduced
373	MAMU Marathon Asset Management (UK) London, United Kingdom	$196M	-$2.5M	3	4.49%	Reduced
374	Nomura Holdings Tokyo, Japan	$195M	+$59.9M	17	0.55%	Increased
375	Scharf Investments Los Gatos, California	$194M	+$90.1M	3	4.97%	Increased