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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
476
Select Equity Group
Select Equity Group
New York
$171M +$148M 2 1.27% Increased
477
Alyeska Investment Group
Alyeska Investment Group
Illinois
$170M -$102M 3 1.38% Reduced
478
Gotham Asset Management
Gotham Asset Management
New York
$168M -$4.29M 17 2.14% Reduced
479
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$167M -$4.48M 6 5.7% Reduced
480
Evercore Wealth Management
Evercore Wealth Management
New York
$167M -$2.84M 13 6.52% Reduced
481
Nicholas Company
Nicholas Company
Wisconsin
$167M +$24.5M 3 3.79% Increased
482
NM
NWI Management
New York
$167M -$334M 3 12.73% Reduced
483
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$166M +$160M 24 3.12% New
484
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$164M +$4.11M 5 9.02% Increased
485
Rathbones Group
Rathbones Group
United Kingdom
$164M +$22.2M 7 7.49% Increased
486
NSLI
Nan Shan Life Insurance
Taiwan
$164M +$12M 2 4.09% Increased
487
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$164M +$36.7M 5 1.89% Increased
488
Congress Asset Management
Congress Asset Management
Massachusetts
$163M +$38.8M 5 3.12% Increased
489
MC
Montag & Caldwell
Georgia
$163M -$44.7M 3 4.67% Reduced
490
OA
Oak Associates
Ohio
$163M +$22.8M 9 12.98% Increased
491
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$159M -$9.8M 7 2.42% Reduced
492
CC
Cannell & Co
New York
$158M -$5.21M 8 5.57% Reduced
493
Gofen & Glossberg
Gofen & Glossberg
Illinois
$158M -$2.63M 9 6.18% Reduced
494
Personal Capital Advisors
Personal Capital Advisors
California
$157M +$14.3M 7 3.96% Increased
495
New Mountain Vantage Advisers
New Mountain Vantage Advisers
New York
$156M -$16.5M 4 10.88% Reduced
496
Brighton Jones LLC
Brighton Jones LLC
Washington
$156M +$36.7M 2 37.62% Increased
497
CEP
Chicago Equity Partners
Illinois
$155M -$19.8M 7 4.46% Reduced
498
World Asset Management
World Asset Management
Michigan
$154M +$22.4M 20 4.97% Increased
499
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$153M -$9.03M 4 8.75% Reduced
500
Ruffer LLP
Ruffer LLP
United Kingdom
$153M +$24.2M 2 9.11% Increased