← All themes

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
376	ACM Argent Capital Management St Louis, Missouri	$193M	-$14M	4	8.86%	Reduced
377	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$193M	+$7.34M	11	7.16%	Increased
378	Hardman Johnston Global Advisors Stamford, Connecticut	$193M	-$701K	3	11.53%	Reduced
379	MP MSD Partners New York	$192M	+$21.3M	2	3.87%	Increased
380	MC Montag & Caldwell Atlanta, Georgia	$192M	-$40M	2	2.72%	Reduced
381	Farallon Capital Management San Francisco, California	$191M	+$37.8M	1	2.56%	Increased
382	CI Global Investments Oakland, California	$191M	+$135M	2	3.89%	Increased
383	Madison Investment Holdings Madison, Wisconsin	$187M	-$9.69M	7	3.79%	Reduced
384	SAM Scopus Asset Management New York	$186M	+$73.5M	3	3.21%	Increased
385	Rothschild & Co Asset Management US Stamford, Connecticut	$186M	+$16M	4	3.43%	Increased
386	GA Geneva Advisors Chicago, Illinois	$186M	+$7.76M	9	3.33%	Increased
387	RCM Riverhead Capital Management Wilmington, Delaware	$186M	+$25.5M	12	2.81%	Increased
388	Natixis Advisors Boston, Massachusetts	$184M	+$10.9M	19	3.12%	Increased
389	Smead Capital Management Phoenix, Arizona	$182M	-$6.18M	3	11.87%	Reduced
390	Appaloosa Management Miami Beach, Florida	$182M	-$216M	1	4.5%	Reduced
391	WM WS Management Jacksonville, Florida	$180M	+$6.27M	1	6.23%	Increased
392	Envestnet Asset Management Chicago, Illinois	$179M	+$46.6M	22	0.85%	Increased
393	Axiom Investors Greenwich, Connecticut	$178M	+$30.3M	4	5.11%	Increased
394	OA Omega Advisors New York	$177M	+$122M	2	2.82%	Increased
395	QS Investors New York	$175M	+$22.4M	17	2.16%	Increased
396	MP Mediatel Partners Fort Worth, Texas	$175M	$0	1	84.05%	Maintained
397	SCM Shapiro Capital Management Atlanta, Georgia	$175M	+$50M	4	4.27%	Increased
398	DCM Dupont Capital Management Wilmington, Delaware	$175M	+$51.5M	10	3.78%	Increased
399	FQ First Quadrant Glendale, California	$172M	+$18.8M	14	3.62%	Increased
400	LPL Financial San Diego, California	$172M	-$6.25M	24	0.87%	Reduced