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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
451	OA Oak Associates Akron, Ohio	$215M	-$726K	8	15.24%	Reduced
452	Amalgamated Bank New York	$214M	+$17.3M	25	5.8%	Increased
453	Davidson Kempner Capital Management New York	$214M	+$8.68M	4	2.91%	Increased
454	TCG Tremblant Capital Group West Palm Beach, Florida	$214M	+$22.2M	3	10.32%	Increased
455	MN Services Vermogensbeheer The Hague, Netherlands	$213M	-$13.7M	15	6.69%	Reduced
456	GCM Gruss Capital Management New York	$212M	+$2.84M	3	17.01%	Increased
457	SAM Shell Asset Management The Hague, Netherlands	$212M	+$26.7M	20	4.2%	Increased
458	Rathbones Group Liverpool, United Kingdom	$212M	+$7.02M	7	8.61%	Increased
459	DCM Dupont Capital Management Wilmington, Delaware	$211M	-$1.39M	14	4.82%	Reduced
460	Jefferies Group New York	$211M	+$621K	26	0.99%	Increased
461	Barings Charlotte, North Carolina	$210M	+$121M	21	2.73%	Increased
462	W.H. Reaves & Co Jersey City, New Jersey	$210M	+$54.4M	1	6.62%	Increased
463	MVIP Mar Vista Investment Partners Los Angeles, California	$210M	-$1.25M	4	7.86%	Reduced
464	Rothschild & Co Wealth Management (UK) London, United Kingdom	$210M	+$4.85M	2	7.58%	Increased
465	Simplex Trading Chicago, Illinois	$208M	-$179M	25	8.95%	Reduced
466	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$207M	+$17M	16	2.03%	Increased
467	Gotham Asset Management New York	$206M	-$12.2M	17	2.99%	Reduced
468	Brighton Jones LLC Seattle, Washington	$205M	-$1.54M	7	24.81%	Reduced
469	SCA Southpoint Capital Advisors New York	$204M	+$41.7M	2	9.73%	Increased
470	Kovitz Investment Group Partners Chicago, Illinois	$203M	+$17.6M	10	8.67%	Increased
471	Nissay Asset Management Tokyo, Japan	$202M	+$194M	16	6.14%	New
472	B BP London, United Kingdom	$200M	-$15.5M	11	7.11%	Reduced
473	PHS PFM Health Sciences San Francisco, California	$200M	-$78.7M	4	4.75%	Reduced
474	Silvercrest Asset Management New York	$198M	-$30.8M	7	1.85%	Reduced
475	IIM Ivory Investment Management New York	$198M	+$72.4M	5	11.35%	Increased