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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	AGA Altrinsic Global Advisors Stamford, Connecticut	$172M	+$55M	3	3.52%	Increased
402	PGGM Investments Zeist, Netherlands	$171M	+$106M	4	0.89%	Increased
403	Haverford Trust Company Radnor, Pennsylvania	$170M	+$7.23M	4	4.66%	Increased
404	CCM Criterion Capital Management San Francisco, California	$169M	-$67.5M	2	6.45%	Reduced
405	PTC Provident Trust Company Waukesha, Wisconsin	$168M	-$3.09M	1	9.49%	Reduced
406	Nomura Asset Management Tokyo, Japan	$168M	+$7.18M	13	3.1%	Increased
407	CC Carlson Capital Dallas, Texas	$167M	-$41M	4	1.84%	Reduced
408	Stonehage Fleming Financial Services St. Helier, Jersey	$167M	+$2.56M	6	19.95%	Increased
409	DL Delta Lloyd Amsterdam, Netherlands	$167M	+$30.6M	11	5.19%	Increased
410	CC Cannell & Co New York	$166M	+$13.1M	9	4.7%	Increased
411	South Dakota Investment Council Sioux Falls, South Dakota	$165M	-$2.72M	8	3.32%	Reduced
412	Fiera Capital (Canada) Montreal, Quebec, Canada	$165M	-$61.1M	9	1.01%	Reduced
413	Oregon Public Employees Retirement Fund Tigard, Oregon	$164M	+$18.4M	16	3.81%	Increased
414	CCM Cadian Capital Management New York	$164M	-$12.9M	1	4.83%	Reduced
415	Castleark Management Chicago, Illinois	$162M	+$37.4M	8	4.33%	Increased
416	Utah Retirement Systems Salt Lake City, Utah	$162M	-$5.57M	16	4.3%	Reduced
417	Epoch Investment Partners New York	$162M	+$93.4M	3	0.6%	Increased
418	Segall Bryant & Hamill Chicago, Illinois	$160M	+$14.1M	6	3.59%	Increased
419	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$159M	+$12.6M	5	1.08%	Increased
420	TimesSquare Capital Management New York	$158M	-$5.07M	3	0.86%	Reduced
421	Williams Jones & Associates New York	$157M	-$609K	10	6.04%	Reduced
422	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$155M	+$37.8M	4	8.05%	Increased
423	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$155M	-$540K	2	2.77%	Reduced
424	CIBC World Markets New York	$155M	-$103M	8	4.89%	Reduced
425	Candriam SCA Strassen, Luxembourg, Luxembourg	$154M	+$12.5M	11	3.21%	Increased