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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
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$315M -$451K 11 5.93% Reduced
352
Wolverine Trading
Wolverine Trading
Illinois
$313M -$69.5M 17 1.2% Reduced
353
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$313M +$1.13M 13 2.84% Increased
354
CCM
Cadian Capital Management
New York
$310M +$169M 4 14.51% Increased
355
Sarasin & Partners
Sarasin & Partners
United Kingdom
$309M -$29.2M 3 6.23% Reduced
356
Third Point
Third Point
New York
$307M -$247M 1 2.58% Reduced
357
PGGM Investments
PGGM Investments
Netherlands
$304M +$110M 5 1.5% Increased
358
EP
Elkfork Partners
Oregon
$301M -$13.9M 18 8.74% Reduced
359
OA
Omega Advisors
New York
$300M +$32.1M 5 11.65% Increased
360
HL Financial Services
HL Financial Services
Kentucky
$299M -$689K 7 5.77% Reduced
361
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$298M -$70.4M 10 5.43% Reduced
362
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$294M +$30.4M 8 3.25% Increased
363
Corvex Management
Corvex Management
New York
$293M +$72.8M 2 11.02% Increased
364
Marshall Wace
Marshall Wace
United Kingdom
$292M +$114M 10 13.58% Increased
365
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$288M +$42.3M 8 1.48% Increased
366
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$288M +$54.3M 7 3.01% Increased
367
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$288M +$15.1M 12 1.72% Increased
368
CI Global Investments
CI Global Investments
California
$288M +$105M 2 5.09% Increased
369
VFA
Virtus Fund Advisers
Connecticut
$285M +$3.85M 8 2.91% Increased
370
PTC
Provident Trust Company
Wisconsin
$285M -$3.12M 2 12.64% Reduced
371
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$284M -$9.88M 10 1.53% Reduced
372
GHCM
Glen Harbor Capital Management
California
$284M -$10.4M 19 6.78% Reduced
373
GC
GMT Capital
Georgia
$281M -$25.3M 5 5.63% Reduced
374
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$281M +$12.8M 20 1.8% Increased
375
GRQ
Gardner Russo & Quinn
Pennsylvania
$281M +$3.28M 4 1.98% Increased