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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	OAMG Odey Asset Management Group London, United Kingdom	$138M	-$39.5M	5	12.3%	Reduced
477	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$138M	+$2.54M	3	11.92%	Increased
478	Cullen/Frost Bankers San Antonio, Texas	$136M	+$4.32M	6	5.06%	Increased
479	Zweig-DiMenna Associates New York	$136M	+$16.4M	7	13.92%	Increased
480	TGCM Tukman Grossman Capital Management Larkspur, California	$136M	-$2.65M	1	8.05%	Reduced
481	Bradley Foster & Sargent Hartford, Connecticut	$136M	-$2.24M	7	6.09%	Reduced
482	VM Valinor Management New York	$136M	-$734K	1	4.51%	Reduced
483	Norinchukin Bank Tokyo, Japan	$135M	+$1.78M	13	3.28%	Increased
484	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$134M	-$9.5M	2	5.18%	Reduced
485	Brighton Jones LLC Seattle, Washington	$133M	+$10.9M	5	23.58%	Increased
486	CEP Chicago Equity Partners Chicago, Illinois	$133M	-$11.4M	10	3.88%	Reduced
487	Evercore Wealth Management New York	$133M	+$15.4M	10	5.86%	Increased
488	AA Ancient Art Austin, Texas	$131M	+$29.3M	2	23.34%	Increased
489	Valiant Capital Management San Francisco, California	$131M	-$7.41M	2	8.68%	Reduced
490	Yacktman Asset Management Austin, Texas	$130M	-$12.4M	1	1.08%	Reduced
491	Huntington National Bank Columbus, Ohio	$130M	+$23.4M	20	3.25%	Increased
492	Jupiter Asset Management London, United Kingdom	$130M	+$7.41M	7	4.96%	Increased
493	GCM Gruss Capital Management New York	$130M	-$2.94M	1	4.18%	Reduced
494	Broad Run Investment Management Arlington, Virginia	$130M	+$1.04M	2	6.24%	Increased
495	IronBridge Capital Management Oakbrook Terrace, Illinois	$129M	-$4.74M	5	5.67%	Reduced
496	SVB Wealth Boston, Massachusetts	$129M	-$7.92M	14	5.28%	Reduced
497	United Capital Financial Advisors Irving, Texas	$129M	+$396K	14	1.31%	Increased
498	Shell Asset Management The Hague, Netherlands	$129M	+$26.3M	18	2.98%	Increased
499	Clough Capital Partners Boston, Massachusetts	$128M	-$31.7M	8	6.87%	Reduced
500	Cramer Rosenthal McGlynn Stamford, Connecticut	$128M	-$30.2M	7	2.07%	Reduced