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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
351
Wellcome Trust
Wellcome Trust
United Kingdom
$280M +$17.1M 1 5.85% Increased
352
HAM
HHR Asset Management
New Jersey
$279M -$1.81M 3 13.11% Reduced
353
Dorsal Capital Management
Dorsal Capital Management
California
$274M +$6.99M 3 17.21% Increased
354
WP
Wedgewood Partners
Missouri
$271M +$17.9M 2 5.69% Increased
355
BA
Boston Advisors
Massachusetts
$271M -$18.6M 11 6.7% Reduced
356
Seizert Capital Partners
Seizert Capital Partners
Michigan
$267M -$4.87M 7 9.92% Reduced
357
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$267M +$708K 8 2.99% Increased
358
MCM
McKinley Capital Management
Alaska
$266M +$70.5M 12 9.57% Increased
359
CCM
Chieftain Capital Management
New York
$265M -$107M 1 15.28% Reduced
360
OAMG
Odey Asset Management Group
United Kingdom
$263M +$88.8M 7 18.97% Increased
361
TBC
Tweedy, Browne Co
Connecticut
$262M -$31M 3 7.88% Reduced
362
Candriam SCA
Candriam SCA
Luxembourg
$261M +$35.6M 12 6.27% Increased
363
HP
Hound Partners
New York
$258M -$68.9M 3 6.94% Reduced
364
EC
Eminence Capital
New York
$257M -$53.7M 2 4.29% Reduced
365
Edge Asset Management
Edge Asset Management
Washington
$257M +$12.2M 6 2.15% Increased
366
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$256M +$5.1M 15 1.68% Increased
367
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$255M -$38.8M 13 1.42% Reduced
368
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$255M -$14.9M 9 6.54% Reduced
369
GRQ
Gardner Russo & Quinn
Pennsylvania
$254M -$2.33M 4 2.11% Reduced
370
MC
Montag & Caldwell
Georgia
$253M -$10.8M 3 5.32% Reduced
371
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$253M +$37.9M 15 5.46% Increased
372
BB&T Securities
BB&T Securities
Virginia
$245M +$2.98M 15 3.64% Increased
373
Martingale Asset Management
Martingale Asset Management
Massachusetts
$243M +$3.12M 12 3.62% Increased
374
HL Financial Services
HL Financial Services
Kentucky
$241M +$2.62M 8 5.63% Increased
375
Asset Management One
Asset Management One
Japan
$241M +$17.8M 17 3.59% Increased