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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	HL Financial Services Louisville, Kentucky	$306M	+$2.52M	7	6.11%	Increased
352	Simplex Trading Chicago, Illinois	$306M	+$158M	28	13.28%	Increased
353	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$303M	+$2.93M	13	2.92%	Increased
354	Natixis Paris, France	$303M	-$231M	10	3.44%	Reduced
355	Waverton Investment Management London, United Kingdom	$301M	-$7.17M	7	19.59%	Reduced
356	Select Equity Group New York	$301M	+$123M	3	2.14%	Increased
357	Axiom Investors Greenwich, Connecticut	$300M	-$31.8M	5	7.2%	Reduced
358	WBC Westpac Banking Corp Sydney, Australia	$300M	-$296M	13	6.6%	Reduced
359	CCM Criterion Capital Management San Francisco, California	$298M	-$119M	4	14.37%	Reduced
360	GHCM Glen Harbor Capital Management San Diego, California	$297M	-$10.9M	18	7.24%	Reduced
361	AGF Investments Inc Toronto, Ontario, Canada	$292M	-$15.9M	8	3.34%	Reduced
362	BAPIM British Airways Pensions Investment Management London, United Kingdom	$290M	+$10.7M	8	8.38%	Increased
363	BA Boston Advisors Boston, Massachusetts	$289M	-$4.87M	8	6.67%	Reduced
364	BRC Blue Ridge Capital New York	$289M	-$343M	2	5.05%	Reduced
365	Segall Bryant & Hamill Chicago, Illinois	$286M	-$13.3M	9	6.73%	Reduced
366	VFA Virtus Fund Advisers Hartford, Connecticut	$283M	-$12.4M	9	2.8%	Reduced
367	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$280M	-$2.19M	4	2.07%	Reduced
368	ING Group Amsterdam, Netherlands	$275M	-$85.2M	13	5.28%	Reduced
369	GC GMT Capital Atlanta, Georgia	$275M	-$42.5M	4	5.91%	Reduced
370	VVP Vulcan Value Partners Birmingham, Alabama	$275M	-$271M	1	2.45%	Reduced
371	PTC Provident Trust Company Waukesha, Wisconsin	$274M	-$1.81M	2	13.2%	Reduced
372	Marsico Capital Management Denver, Colorado	$273M	-$52.8M	4	11.45%	Reduced
373	HighTower Advisors Chicago, Illinois	$272M	+$11.4M	25	2.43%	Increased
374	CI Investments Inc Toronto, Ontario, Canada	$272M	+$19.2M	3	2.94%	Increased
375	EC Eminence Capital New York	$271M	-$11M	3	4.61%	Reduced