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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	Lyrical Asset Management New York	$202M	+$5.69M	1	4.22%	Increased
402	Baird Financial Group Milwaukee, Wisconsin	$202M	+$10.9M	11	1.85%	Increased
403	Williams Jones & Associates New York	$202M	+$17.7M	7	6.23%	Increased
404	Candriam SCA Strassen, Luxembourg, Luxembourg	$202M	-$50.3M	12	5.24%	Reduced
405	DCM Dupont Capital Management Wilmington, Delaware	$199M	-$3.77M	13	4.43%	Reduced
406	TCM Tran Capital Management San Rafael, California	$196M	-$47.3M	1	6.65%	Reduced
407	Oregon Public Employees Retirement Fund Tigard, Oregon	$196M	+$4.95M	19	4.37%	Increased
408	Waverton Investment Management London, United Kingdom	$195M	+$8.31M	7	14.62%	Increased
409	BAPIM British Airways Pensions Investment Management London, United Kingdom	$194M	+$2.92M	7	5.85%	Increased
410	QS Investors New York	$194M	+$2.34M	23	1.65%	Increased
411	CCM Cadian Capital Management New York	$191M	+$98.5M	4	10.51%	Increased
412	MP Mediatel Partners Fort Worth, Texas	$190M	$0	1	82.45%	Maintained
413	FQ First Quadrant Glendale, California	$189M	+$47.6M	14	4.18%	Increased
414	SH Svenska Handelsbanken Stockholm, Sweden	$188M	+$185M	6	11.48%	Increased
415	Scotia Capital Toronto, Ontario, Canada	$185M	+$50.4M	9	3.76%	Increased
416	AGA Altrinsic Global Advisors Stamford, Connecticut	$184M	-$22.1M	3	5.2%	Reduced
417	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$181M	-$13.3M	13	5.52%	Reduced
418	HighTower Advisors Chicago, Illinois	$181M	-$19.4M	19	2.29%	Reduced
419	Discovery Capital Management South Norwalk, Connecticut	$181M	-$304M	2	4.15%	Reduced
420	OAM Origin Asset Management London, United Kingdom	$180M	+$19.8M	6	12.02%	Increased
421	Commonwealth Equity Services Waltham, Massachusetts	$179M	+$12M	12	1.51%	Increased
422	Capital Fund Management (CFM) Paris, France	$178M	-$167M	13	1.67%	Reduced
423	LSV Asset Management Chicago, Illinois	$178M	+$6.58M	13	0.36%	Increased
424	MC Maplelane Capital New York	$177M	+$45.3M	5	7.54%	Increased
425	RS Investment Management San Francisco, California	$176M	+$2.75M	8	1.81%	Increased