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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
401	HT HAP Trading New York	$146M	+$70.6M	10	5.41%	Increased
402	Thompson Siegel & Walmsley Richmond, Virginia	$145M	+$37.4M	14	2.81%	Increased
403	JCG JHL Capital Group Chicago, Illinois	$143M	-$12.1M	1	6.88%	Reduced
404	Glenmede Trust Philadelphia, Pennsylvania	$142M	+$6.18M	23	1.28%	Increased
405	LPL Financial San Diego, California	$142M	+$2.09M	17	0.83%	Increased
406	TCM Tekne Capital Management New York	$141M	-$4.69M	4	4.81%	Reduced
407	ACP Ashfield Capital Partners San Francisco, California	$140M	-$4.06M	5	6.6%	Reduced
408	RCM Roystone Capital Management New York	$140M	+$47.1M	2	5.45%	Increased
409	Third Point New York	$138M	-$153M	1	1.7%	Reduced
410	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$138M	+$4.98M	12	3.95%	Increased
411	RHBC R.H. Bluestein & Co Birmingham, Michigan	$138M	+$9.88M	8	8.22%	Increased
412	EARNEST Partners Atlanta, Georgia	$138M	-$1.45M	6	1.1%	Reduced
413	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$138M	-$11.1M	13	2.02%	Reduced
414	LT Lindsell Train London, United Kingdom	$137M	+$25.6M	2	16.35%	Increased
415	AG Ashmore Group London, United Kingdom	$137M	+$57.2M	2	18.07%	Increased
416	IVA International Value Advisers	$136M	+$92.6M	3	3.15%	Increased
417	GL GLG LLC New York	$136M	+$9.32M	11	4.01%	Increased
418	AC Amici Capital New York	$135M	-$42.8M	4	4.27%	Reduced
419	Todd Asset Management Louisville, Kentucky	$135M	-$5.78M	4	3.83%	Reduced
420	BCM Bluefin Capital Management New York	$134M	+$123M	7	5.75%	Increased
421	MCC Mid Continent Capital Chicago, Illinois	$134M	+$9.27M	5	7.74%	Increased
422	MAI Marble Arch Investments New York	$133M	+$73.8M	2	9.87%	Increased
423	FQ First Quadrant Glendale, California	$133M	-$18.1M	11	2.96%	Reduced
424	Douglas C. Lane & Associates New York	$131M	+$48.2M	8	3.96%	Increased
425	DILH Dai-ichi Life Holdings Tokyo, Japan	$131M	-$7.06M	10	4.07%	Reduced