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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	Pacer Advisors Malvern, Pennsylvania	$347M	+$51.9M	23	8.48%	Increased
377	Douglas Lane & Associates New York	$346M	-$1.23M	9	6.74%	Reduced
378	New South Capital Management Memphis, Tennessee	$346M	-$13M	4	10.25%	Reduced
379	Segall Bryant & Hamill Chicago, Illinois	$346M	-$19M	13	5.22%	Reduced
380	Mutual of America Capital Management New York	$343M	+$13.4M	27	4.85%	Increased
381	Squarepoint New York	$340M	+$40.6M	38	3.32%	Increased
382	Nikko Asset Management Americas New York	$338M	+$2.77M	6	6.63%	Increased
383	Rathbones Group Liverpool, United Kingdom	$337M	-$105K	6	10.56%	Reduced
384	Pinnacle Associates New York	$335M	-$13.1M	27	7.84%	Reduced
385	United Capital Financial Advisors Irving, Texas	$335M	+$12.4M	24	2.19%	Increased
386	TCMV Technology Crossover Management VIII Menlo Park, California	$331M	$0	1	29.09%	Maintained
387	HP Hound Partners New York	$326M	-$5.47M	3	15.93%	Reduced
388	Williams Jones & Associates New York	$326M	-$3.42M	6	6.75%	Reduced
389	MIS Morningstar Investment Services Chicago, Illinois	$325M	+$39.4M	7	5.34%	Increased
390	RA Rovida Advisors Fort Lauderdale, Florida	$324M	+$118M	3	19.01%	Increased
391	Personal Capital Advisors Redwood City, California	$323M	+$20.1M	8	3.28%	Increased
392	BWA Brave Warrior Advisors New York	$323M	-$21.9M	3	17.17%	Reduced
393	HHLR Advisors Grand Cayman, Cayman Islands	$322M	+$40.3M	2	7.19%	Increased
394	Davenport & Co Richmond, Virginia	$320M	+$18.1M	11	3.81%	Increased
395	Banco Santander Madrid, Spain	$319M	+$141M	10	3.24%	Increased
396	CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$319M	+$51.5M	9	12.72%	Increased
397	Timucuan Asset Management Jacksonville, Florida	$314M	+$6.56M	3	17.83%	Increased
398	Capital Guardian Trust Los Angeles, California	$314M	+$11M	7	4.23%	Increased
399	Paulson & Co New York	$311M	-$25.3M	1	5.28%	Reduced
400	Mason Street Advisors Milwaukee, Wisconsin	$309M	+$2.97M	24	6.46%	Increased