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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
426
ZAM
Zenit Asset Management
Sweden
$153M -$2.56M 2 23.7% Reduced
427
SFM
Systematic Financial Management
New Jersey
$151M -$61.2M 9 1.29% Reduced
428
BB&T Securities
BB&T Securities
Virginia
$151M +$38.5M 15 3.2% Increased
429
B
BP
United Kingdom
$151M +$1.19M 7 5.66% Increased
430
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$149M -$5.97M 13 4.58% Reduced
431
TBC
Tweedy, Browne Co
Connecticut
$149M -$246K 1 4.11% Reduced
432
LCM
Lakewood Capital Management
New York
$146M +$81.8M 3 6.04% Increased
433
Asset Management One
Asset Management One
Japan
$146M -$7.95M 14 2.02% Reduced
434
RHBC
R.H. Bluestein & Co
Michigan
$145M +$16.4M 7 8.78% Increased
435
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$144M -$12.2M 14 4.57% Reduced
436
Gotham Asset Management
Gotham Asset Management
New York
$143M -$98.5M 11 1.2% Reduced
437
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$142M +$5.31M 3 10.82% Increased
438
Silvercrest Asset Management
Silvercrest Asset Management
New York
$142M +$15.6M 7 1.89% Increased
439
H
Hexavest
Quebec, Canada
$140M -$338K 5 2.33% Reduced
440
MVP
Miller Value Partners
Florida
$140M -$17.4M 3 4.84% Reduced
441
Apex Capital Management
Apex Capital Management
Ohio
$140M +$4.77M 9 2.98% Increased
442
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$139M -$1.44M 16 3.56% Reduced
443
HI
Honeywell International
North Carolina
$137M +$29.4M 3 3.36% Increased
444
Empyrean Capital Partners
Empyrean Capital Partners
California
$136M +$82.2M 3 6.37% Increased
445
CCM
Conatus Capital Management
Connecticut
$135M +$50.4M 2 8.22% Increased
446
Todd Asset Management
Todd Asset Management
Kentucky
$135M -$43.5M 5 3.66% Reduced
447
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$134M -$482K 8 6.09% Reduced
448
Lyrical Asset Management
Lyrical Asset Management
New York
$132M +$18.9M 1 3.46% Increased
449
CM
CS McKee
Pennsylvania
$132M -$9.6M 4 3.67% Reduced
450
KIG
Kovitz Investment Group
Illinois
$132M -$6.14M 3 7.35% Reduced