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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	Brandywine Global Investment Management Philadelphia, Pennsylvania	$270M	-$21.9M	14	1.7%	Reduced
377	JP Jana Partners New York	$266M	+$258M	3	4.95%	New
378	Menora Mivtachim Holdings Ramat Gan, Israel	$266M	+$12.4M	4	13.51%	Increased
379	BAPIM British Airways Pensions Investment Management London, United Kingdom	$266M	+$37.6M	8	8%	Increased
380	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$265M	+$110M	15	4.7%	Increased
381	SIG Senator Investment Group New York	$261M	-$279M	1	3.21%	Reduced
382	BB&T Securities Richmond, Virginia	$252M	-$23.3M	16	3.44%	Reduced
383	PTC Provident Trust Company Waukesha, Wisconsin	$251M	-$1.52M	2	12.64%	Reduced
384	HighTower Advisors Chicago, Illinois	$251M	+$22.8M	24	2.41%	Increased
385	OA Omega Advisors New York	$250M	+$74.5M	5	10.07%	Increased
386	Voloridge Investment Management Jupiter, Florida	$250M	+$77M	9	6.09%	Increased
387	Commonwealth Equity Services Waltham, Massachusetts	$250M	+$15.7M	13	1.67%	Increased
388	GVI Green Valley Investors Wilmington, Delaware	$248M	+$207K	2	12.23%	Increased
389	ACM Ashe Capital Management Englewood Cliffs, New Jersey	$248M	$0	4	21.89%	Maintained
390	CI Global Investments Oakland, California	$246M	-$6.08M	2	5.71%	Reduced
391	Utah Retirement Systems Salt Lake City, Utah	$246M	-$137K	19	5.87%	Reduced
392	RHBC R.H. Bluestein & Co Birmingham, Michigan	$245M	+$4.99M	9	14.65%	Increased
393	ACM Atlanta Capital Management Atlanta, Georgia	$244M	-$47.1M	3	1.5%	Reduced
394	MCM McKinley Capital Management Anchorage, Alaska	$244M	+$3.34M	10	8.96%	Increased
395	Xact Kapitalforvaltning Stockholm, Sweden	$244M	+$14.7M	15	7.52%	Increased
396	Envestnet Asset Management Chicago, Illinois	$244M	+$4.43M	34	0.78%	Increased
397	Janney Montgomery Scott Philadelphia, Pennsylvania	$241M	+$15.7M	21	3.21%	Increased
398	LSV Asset Management Chicago, Illinois	$240M	+$30.9M	14	0.44%	Increased
399	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$239M	+$1.47M	10	2.75%	Increased
400	Smead Capital Management Phoenix, Arizona	$238M	-$24.6M	3	12%	Reduced