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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
426	Dai-ichi Life Insurance Company Tokyo, Japan	$208M	-$2.47M	13	5.63%	Reduced
427	CCM Chieftain Capital Management New York	$207M	-$81.8M	1	13.85%	Reduced
428	FQ First Quadrant Glendale, California	$207M	-$16.1M	19	4.06%	Reduced
429	Douglas Lane & Associates New York	$206M	+$10.3M	9	5.14%	Increased
430	Swiss Life Asset Management Zurich,	$205M	+$23.8M	10	5.54%	Increased
431	ROIC Route One Investment Company San Francisco, California	$205M	$0	2	7.61%	Maintained
432	Wolverine Trading Chicago, Illinois	$205M	-$10.2M	15	1.13%	Reduced
433	Silvercrest Asset Management New York	$204M	+$235K	9	2.19%	Increased
434	B BP London, United Kingdom	$203M	+$12M	11	7.69%	Increased
435	QIM Quantitative Investment Management Charlottesville, Virginia	$202M	+$111M	12	3.07%	Increased
436	Scharf Investments Los Gatos, California	$202M	-$40.6M	1	4.82%	Reduced
437	Zurich Insurance Group Zurich, Switzerland	$202M	+$2.93M	7	5.84%	Increased
438	Boston Trust Walden Boston, Massachusetts	$201M	+$3.56M	5	3.13%	Increased
439	HCM Hitchwood Capital Management New York	$201M	-$281M	2	7.47%	Reduced
440	IIM Ivory Investment Management New York	$200M	-$83.8M	4	7.07%	Reduced
441	DFO Duquesne Family Office New York	$199M	+$193M	5	13.07%	New
442	DCM Dupont Capital Management Wilmington, Delaware	$198M	-$15.9M	13	4.4%	Reduced
443	Jensen Investment Management Lake Oswego, Oregon	$197M	-$119K	2	2.76%	Reduced
444	South Dakota Investment Council Sioux Falls, South Dakota	$196M	+$12.4K	9	4%	Increased
445	AL AJO LP Philadelphia, Pennsylvania	$196M	+$76.2M	13	0.81%	Increased
446	Nomura Holdings Tokyo, Japan	$194M	-$116M	17	0.5%	Reduced
447	USSCPF United States Steel & Carnegie Pension Fund New York	$194M	-$16.9M	3	6.06%	Reduced
448	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$192M	+$76.6M	10	1.97%	Increased
449	ACM Argent Capital Management St Louis, Missouri	$192M	-$2.98M	4	7.33%	Reduced
450	Royce & Associates New York	$191M	-$15.8M	15	1.25%	Reduced