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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
476	SCM Steadfast Capital Management New York	$106M	+$101M	1	1.72%	New
477	CPIM Columbia Partners Investment Management Alexandria, Virginia	$106M	-$15.7M	9	4.88%	Reduced
478	Commerce Bank Kansas City, Missouri	$105M	-$957K	7	1.72%	Reduced
479	Chilton Investment Company Stamford, Connecticut	$105M	+$1.35M	2	4.23%	Increased
480	Starboard Value New York	$105M	$0	1	4.11%	Maintained
481	Smead Capital Management Phoenix, Arizona	$105M	+$4.54M	2	11.42%	Increased
482	OCM Osterweis Capital Management San Francisco, California	$105M	+$361K	1	3%	Increased
483	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$105M	+$59M	1	4.89%	Increased
484	MVIP Mar Vista Investment Partners Los Angeles, California	$104M	+$23.8M	5	6.47%	Increased
485	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$103M	-$32M	3	5.57%	Reduced
486	Mutual of America Capital Management New York	$103M	-$4.17M	12	2.41%	Reduced
487	SCA Southpoint Capital Advisors New York	$103M	+$24.3M	2	6.67%	Increased
488	OC Orange Capital Manhasset, New York	$102M	+$22.7M	2	13.14%	Increased
489	Scout Investments Kansas City, Missouri	$102M	-$1.44M	4	1.18%	Reduced
490	Hancock Whitney Gulfport, Mississippi	$101M	+$1.62M	6	3.66%	Increased
491	Bradley Foster & Sargent Hartford, Connecticut	$100M	+$3.35M	9	4.88%	Increased
492	Whale Rock Capital Management Boston, Massachusetts	$100M	-$6.77M	3	12.91%	Reduced
493	Huntington National Bank Columbus, Ohio	$99.9M	-$7.12M	8	1.97%	Reduced
494	Guardian Capital (Canada) Toronto, Ontario, Canada	$99.1M	+$8.15M	3	1.43%	Increased
495	AC Apex Capital Orinda, California	$98.4M	+$16.2M	2	6.15%	Increased
496	FCIM Fairview Capital Investment Management Greenbrae, California	$97.5M	+$13M	2	7.93%	Increased
497	Virtu KCG Holdings New York	$97.2M	-$78.9M	27	1.51%	Reduced
498	PIA Piedmont Investment Advisors Durham, North Carolina	$97.1M	+$2.15M	5	5.08%	Increased
499	Jericho Capital Asset Management New York	$96.8M	+$83.8M	2	5.83%	New
500	CCM Corsair Capital Management New York	$96.8M	+$35.8M	3	8.77%	Increased