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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
451
WP
Wedgewood Partners
Missouri
$206M -$24.3M 2 7.02% Reduced
452
Martingale Asset Management
Martingale Asset Management
Massachusetts
$205M -$20.9M 13 2.75% Reduced
453
EP
Edinburgh Partners
United Kingdom
$204M +$41.8K 1 49.21% Increased
454
PEAK6 Group
PEAK6 Group
Illinois
$204M -$46M 19 1.04% Reduced
455
Gotham Asset Management
Gotham Asset Management
New York
$204M -$2.64M 14 2.99% Reduced
456
PCM
Palestra Capital Management
New York
$204M +$135M 2 12.63% Increased
457
Jefferies Group
Jefferies Group
New York
$204M -$11M 29 1.34% Reduced
458
MSA
Mason Street Advisors
Wisconsin
$203M +$1.98M 21 4.83% Increased
459
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$201M -$172K 4 8.17% Reduced
460
VM
Valinor Management
New York
$201M -$41.9M 2 6.3% Reduced
461
New Mountain Vantage Advisers
New Mountain Vantage Advisers
New York
$201M +$15.1M 5 15.44% Increased
462
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$197M -$658K 9 5.38% Reduced
463
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$196M +$12.7M 2 7.6% Increased
464
Huntington National Bank
Huntington National Bank
Ohio
$196M -$549K 25 3.31% Reduced
465
HBK Investments
HBK Investments
Texas
$196M +$74M 13 1.24% Increased
466
B
BP
United Kingdom
$196M -$16.7M 10 6.94% Reduced
467
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$193M -$19.1M 4 2.57% Reduced
468
CBOA
Commonwealth Bank of Australia
Australia
$193M -$49.9M 17 1.87% Reduced
469
OA
Oak Associates
Ohio
$192M +$272K 8 14.18% Increased
470
CLC
Charles-Lim Capital
Hong Kong
$192M +$77.7M 2 38.84% Increased
471
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$192M +$95.5M 2 3.06% Increased
472
Personal Capital Advisors
Personal Capital Advisors
California
$191M +$8.73M 7 3.73% Increased
473
SAM
Sawgrass Asset Management
Florida
$191M -$41.3M 4 9.32% Reduced
474
DCM
Dupont Capital Management
Delaware
$189M -$17.1M 15 4.3% Reduced
475
MVIP
Mar Vista Investment Partners
California
$188M +$665K 4 7.8% Increased