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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	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$246M	-$80M	6	5.55%	Reduced
377	AGF Investments Inc Toronto, Ontario, Canada	$243M	-$12.8M	8	2.8%	Reduced
378	Mirae Asset Global Investments Seoul, South Korea	$243M	-$64.8M	9	5.43%	Reduced
379	Melvin Capital Management New York	$242M	-$121M	2	6.29%	Reduced
380	HP Hound Partners New York	$242M	+$7.25M	2	5.85%	Increased
381	Williams Jones & Associates New York	$241M	+$21.3M	9	6.89%	Increased
382	Candriam SCA Strassen, Luxembourg, Luxembourg	$240M	-$16.7M	11	5.51%	Reduced
383	Mairs & Power Inc St Paul, Minnesota	$238M	+$20.7M	5	3.06%	Increased
384	Martingale Asset Management Boston, Massachusetts	$238M	-$4.46M	15	3.35%	Reduced
385	PTC Provident Trust Company Waukesha, Wisconsin	$236M	-$1.97M	2	12.38%	Reduced
386	Smead Capital Management Phoenix, Arizona	$233M	-$78.5M	3	11.84%	Reduced
387	CI Global Investments Oakland, California	$232M	+$47.5M	2	5.56%	Increased
388	Menora Mivtachim Holdings Ramat Gan, Israel	$232M	+$18M	4	11.89%	Increased
389	Baird Financial Group Milwaukee, Wisconsin	$231M	+$16.6M	11	2%	Increased
390	Jacobs Levy Equity Management Florham Park, New Jersey	$230M	-$51.7M	16	4.44%	Reduced
391	WP Wedgewood Partners St Louis, Missouri	$229M	-$39.1M	2	5.59%	Reduced
392	EC EMS Capital New York	$225M	-$27.2M	4	23.41%	Reduced
393	ACM Ashe Capital Management Englewood Cliffs, New Jersey	$225M	+$5.66M	4	22.04%	Increased
394	EverPoint Asset Management Stamford, Connecticut	$225M	-$363M	11	4.17%	Reduced
395	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$223M	+$11.2M	16	2.73%	Increased
396	Scharf Investments Los Gatos, California	$223M	-$8.55M	1	5.17%	Reduced
397	Utah Retirement Systems Salt Lake City, Utah	$221M	+$571K	19	5.57%	Increased
398	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$219M	-$67.5M	11	2.31%	Reduced
399	Dorsal Capital Management Redwood City, California	$219M	-$52.5M	3	13.76%	Reduced
400	Envestnet Asset Management Chicago, Illinois	$218M	+$8.02M	34	0.79%	Increased