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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
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$176M -$2.96M 6 7.04% Reduced
477
Personal Capital Advisors
Personal Capital Advisors
California
$176M +$7.27M 7 3.85% Increased
478
Brighton Jones LLC
Brighton Jones LLC
Washington
$175M +$5.89M 6 24.73% Increased
479
Ruffer LLP
Ruffer LLP
United Kingdom
$174M +$31.2M 2 8.4% Increased
480
CI Global Investments
CI Global Investments
California
$173M -$96.8M 4 3.27% Reduced
481
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$172M +$130M 15 0.33% Increased
482
Marshall Wace
Marshall Wace
United Kingdom
$172M -$14.4M 5 7.56% Reduced
483
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$171M -$3.09M 6 5.76% Reduced
484
Royce & Associates
Royce & Associates
New York
$171M -$18M 15 1.13% Reduced
485
CIM
Contrarius Investment Management
Jersey
$171M -$66.2M 6 11.41% Reduced
486
Amalgamated Bank
Amalgamated Bank
New York
$170M +$61M 25 5.58% Increased
487
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$170M +$6.63M 9 9.05% Increased
488
Nicholas Company
Nicholas Company
Wisconsin
$170M -$240K 3 3.78% Reduced
489
New Mountain Vantage Advisers
New Mountain Vantage Advisers
New York
$168M -$14.1M 5 12.25% Reduced
490
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$167M -$7.98M 26 2.74% Reduced
491
ACM
Argent Capital Management
Missouri
$167M -$31M 4 6.66% Reduced
492
Gofen & Glossberg
Gofen & Glossberg
Illinois
$165M +$3.05M 10 6.28% Increased
493
Stockbridge Partners
Stockbridge Partners
Massachusetts
$164M +$44.6M 2 7.52% Increased
494
AGA
Altrinsic Global Advisors
Connecticut
$164M +$8.74M 2 5.94% Increased
495
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$163M -$5.43M 6 2.55% Reduced
496
Evercore Wealth Management
Evercore Wealth Management
New York
$163M -$15.6M 10 6.28% Reduced
497
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$162M +$104M 4 1.94% Increased
498
SAM
Sentinel Asset Management
Vermont
$162M +$1.18M 5 3.91% Increased
499
Regions Financial Corp
Regions Financial Corp
Alabama
$160M +$266K 14 1.88% Increased
500
SGAM
Smith Group Asset Management
Texas
$160M +$10.9M 6 4.91% Increased