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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
526	BHMP Bardin Hill Management Partners New York	$88.4M	+$83.9M	3	5.27%	New
527	CC Colrain Capital Boston, Massachusetts	$88.3M	+$54.4K	4	6.36%	Increased
528	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$88.1M	$0	1	3.65%	Maintained
529	Silvercrest Asset Management New York	$87.5M	-$542K	7	1.31%	Reduced
530	Profund Advisors Bethesda, Maryland	$87.3M	-$8.2M	19	3.83%	Reduced
531	Hermes Investment Management London Uk, United Kingdom	$86.7M	-$30.9M	7	2.4%	Reduced
532	Nicholas Company Milwaukee, Wisconsin	$85.7M	+$4.57M	1	2.04%	Increased
533	SAM Sheffield Asset Management Chicago, Illinois	$85.5M	-$23.6M	2	9.92%	Reduced
534	Mairs & Power Inc St Paul, Minnesota	$85.3M	-$1.23M	4	1.21%	Reduced
535	B BloombergSen Toronto, Ontario, Canada	$85.1M	+$4.49M	1	7.02%	Increased
536	Norinchukin Bank Tokyo, Japan	$85.1M	-$7.89M	9	2.51%	Reduced
537	Commonwealth Equity Services Waltham, Massachusetts	$84.6M	+$4.18M	14	1.03%	Increased
538	CAM Contour Asset Management New York	$84.5M	-$39.5M	2	4.08%	Reduced
539	Zurich Cantonal Bank Zurich, Switzerland	$84M	+$2.17M	13	2.47%	Increased
540	KIG Kovitz Investment Group Chicago, Illinois	$84M	-$2.62M	2	4.38%	Reduced
541	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$83.1M	+$10.8M	4	8.53%	Increased
542	TCM TriOaks Capital Management New York	$82.9M	+$2.16M	7	16.32%	Increased
543	ESG Emerging Sovereign Group New York	$82.7M	+$85.7M	1	2.68%	New
544	CC Chubb Corp Warren, New Jersey	$82.6M	-$32.6K	3	4.3%	Reduced
545	Martingale Asset Management Boston, Massachusetts	$82.5M	-$15.6M	7	2.58%	Reduced
546	MGM Miura Global Management New York	$82M	+$2.99M	2	6.33%	Increased
547	BRIM Broad Run Investment Management Arlington, Virginia	$81.7M	+$39.9K	1	5.87%	Increased
548	Sachem Head Capital Management New York	$81.7M	+$11.9M	2	8.34%	Increased
549	SGAM Smith Group Asset Management Dallas, Texas	$81M	-$24.8M	3	2.99%	Reduced
550	VCM Valiant Capital Management San Francisco, California	$80.9M	-$26.7M	1	7.29%	Reduced