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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	WAM World Asset Management Detroit, Michigan	$145M	-$17.9M	20	4.99%	Reduced
527	TAM Timucuan Asset Management Jacksonville, Florida	$144M	+$22.9M	2	13.62%	Increased
528	MAI Marble Arch Investments New York	$143M	+$68.7M	2	10.05%	Increased
529	AA Ancient Art Austin, Texas	$142M	-$20.7M	1	24.43%	Reduced
530	NA Neuburgh Advisers Los Angeles, California	$141M	-$10.1M	11	5.34%	Reduced
531	QS Investors New York	$141M	-$15.4M	24	1.2%	Reduced
532	AG Aravt Global New York	$141M	$0	2	12.78%	Maintained
533	SIMC Stillwater Investment Management (California) Palo Alto, California	$141M	+$27.4M	6	36.7%	Increased
534	SAM Securian Asset Management St Paul, Minnesota	$140M	+$506K	15	3.69%	Increased
535	VIM Veritas Investment Management London, United Kingdom	$140M	+$4.26M	5	20.46%	Increased
536	Oppenheimer & Co New York	$140M	+$866K	14	3.86%	Increased
537	Jupiter Asset Management London, United Kingdom	$139M	-$1.36M	8	4.81%	Reduced
538	SL SOF Ltd George Town, Cayman Islands	$138M	$0	1	100%	Maintained
539	GAM GVO Asset Management Zug, Switzerland	$138M	-$61.1M	2	27.82%	Reduced
540	HCM Hoplite Capital Management New York	$138M	+$4.46M	2	7.99%	Increased
541	TIAA FSB Jacksonville, Florida	$137M	+$138M	6	0.93%	New
542	VCM Valiant Capital Management San Francisco, California	$136M	-$17.8M	2	7.41%	Reduced
543	SCA Southpoint Capital Advisors New York	$136M	+$138M	1	5.38%	New
544	W.H. Reaves & Co Jersey City, New Jersey	$136M	-$1.59M	1	5.02%	Reduced
545	JCG JHL Capital Group Chicago, Illinois	$136M	-$26M	2	27.02%	Reduced
546	Birch Hill Investment Advisors Boston, Massachusetts	$135M	-$15.5M	5	11.93%	Reduced
547	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$135M	-$11.3M	2	5.33%	Reduced
548	TCMV Technology Crossover Management VIII Menlo Park, California	$134M	$0	1	54.75%	Maintained
549	Truist Financial Charlotte, North Carolina	$133M	+$2.2M	11	2.64%	Increased
550	AAM Ardevora Asset Management London, United Kingdom	$133M	+$15.7M	4	4.18%	Increased