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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
376	EC EMS Capital New York	$241M	-$11.3M	5	24.32%	Reduced
377	PTC Provident Trust Company Waukesha, Wisconsin	$241M	-$3.05M	2	13.49%	Reduced
378	Capital Fund Management (CFM) Paris, France	$239M	+$30.4M	12	2.2%	Increased
379	Alyeska Investment Group Chicago, Illinois	$236M	+$120M	3	2.18%	Increased
380	Rothschild & Co Asset Management US Stamford, Connecticut	$232M	+$2.09M	9	3.97%	Increased
381	Marsico Capital Management Denver, Colorado	$232M	-$20M	3	8.65%	Reduced
382	HCM Holland Capital Management Chicago, Illinois	$230M	-$35.3M	2	9.41%	Reduced
383	SAM Scopus Asset Management New York	$229M	+$29.7M	5	3.76%	Increased
384	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$229M	-$1.85M	15	2.71%	Reduced
385	SCM Steadfast Capital Management New York	$228M	+$39.8M	3	4.06%	Increased
386	Waverton Investment Management London, United Kingdom	$227M	+$4.6M	7	15.29%	Increased
387	GVI Green Valley Investors Wilmington, Delaware	$226M	-$125M	2	11.61%	Reduced
388	Xact Kapitalforvaltning Stockholm, Sweden	$225M	+$217M	15	7.98%	New
389	Hillhouse Investment Management Grand Cayman, Cayman Islands	$225M	+$213M	1	4.59%	New
390	Scharf Investments Los Gatos, California	$223M	-$74.3M	2	5.17%	Reduced
391	GAM GVO Asset Management Zug, Switzerland	$222M	-$25.9M	2	30.08%	Reduced
392	Utah Retirement Systems Salt Lake City, Utah	$221M	-$153K	17	5.72%	Reduced
393	Williams Jones & Associates New York	$220M	-$222K	8	6.43%	Reduced
394	Wolverine Trading Chicago, Illinois	$217M	-$28.8M	11	1.01%	Reduced
395	Farallon Capital Management San Francisco, California	$216M	-$37.4M	1	3.16%	Reduced
396	TimesSquare Capital Management New York	$215M	+$57.9M	3	1.39%	Increased
397	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$214M	+$10.3M	14	4.66%	Increased
398	DL Delta Lloyd Amsterdam, Netherlands	$214M	+$22.6M	14	6.63%	Increased
399	Gotham Asset Management New York	$214M	-$14M	17	2.78%	Reduced
400	BAPIM British Airways Pensions Investment Management London, United Kingdom	$213M	-$175K	7	6.28%	Reduced