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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	ACM Ashe Capital Management Englewood Cliffs, New Jersey	$250M	$0	4	20.55%	Maintained
427	ExxonMobil Investment Management Irving, Texas	$249M	-$36.1M	11	6.83%	Reduced
428	Jupiter Investment Management London, United Kingdom	$248M	-$66.3M	4	2.29%	Reduced
429	Norinchukin Bank Tokyo, Japan	$248M	+$15.9M	12	4.34%	Increased
430	Oregon Public Employees Retirement Fund Tigard, Oregon	$247M	-$25.1M	16	3.72%	Reduced
431	HCM Hitchwood Capital Management New York	$246M	-$97.9M	4	9.21%	Reduced
432	Mutual of America Capital Management New York	$245M	+$11.1M	18	3.74%	Increased
433	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$240M	-$31.2M	9	2.32%	Reduced
434	ACM Atlanta Capital Management Atlanta, Georgia	$239M	-$10.6M	3	1.25%	Reduced
435	New Mountain Vantage Advisers New York	$239M	+$27M	6	18.15%	Increased
436	Creative Planning Overland Park, Kansas	$239M	-$48.2M	17	1.03%	Reduced
437	Jensen Investment Management Lake Oswego, Oregon	$237M	+$211K	1	3.02%	Increased
438	CI Investments Inc Toronto, Ontario, Canada	$236M	-$19.1M	5	2.42%	Reduced
439	MP Mediatel Partners Fort Worth, Texas	$233M	$0	1	86.51%	Maintained
440	Dai-ichi Life Insurance Company Tokyo, Japan	$233M	-$6.18M	11	4.52%	Reduced
441	VFA Virtus Fund Advisers Hartford, Connecticut	$231M	-$75.8M	8	2.27%	Reduced
442	VM Valinor Management New York	$229M	$0	2	6.77%	Maintained
443	C Consulta London, United Kingdom	$228M	+$40.4M	2	26.95%	Increased
444	HI Honeywell International Charlotte, North Carolina	$227M	+$49.9M	4	7.51%	Increased
445	Haverford Trust Company Radnor, Pennsylvania	$226M	+$3.7K	6	4.43%	Increased
446	MSA Mason Street Advisors Milwaukee, Wisconsin	$226M	+$187K	21	5.06%	Increased
447	BRIM Broad Run Investment Management Arlington, Virginia	$225M	-$534K	2	7.25%	Reduced
448	Personal Capital Advisors Redwood City, California	$219M	+$9.21M	7	3.74%	Increased
449	Stockbridge Partners Boston, Massachusetts	$219M	-$10.7M	2	10.28%	Reduced
450	HAM HHR Asset Management Berkeley Heights, New Jersey	$219M	+$47.8M	3	12.2%	Increased