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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	AGA Altrinsic Global Advisors Stamford, Connecticut	$149M	-$51M	2	5.63%	Reduced
527	WAM World Asset Management Detroit, Michigan	$148M	+$573K	21	4.9%	Increased
528	CC Cannell & Co New York	$147M	-$7.65M	7	5.11%	Reduced
529	VIM Veritas Investment Management London, United Kingdom	$147M	+$4.12M	5	19.84%	Increased
530	Oppenheimer & Co New York	$146M	+$2.55M	14	3.92%	Increased
531	LCS Levin Capital Strategies New York	$146M	+$117M	16	2.47%	Increased
532	W.H. Reaves & Co Jersey City, New Jersey	$146M	+$11.8M	1	5.28%	Increased
533	UFM Ursa Fund Management Danville, California	$145M	+$135M	2	10.14%	Increased
534	CIM Contrarius Investment Management St. Helier, Jersey	$145M	-$38.7M	6	8.51%	Reduced
535	MC Montag & Caldwell Atlanta, Georgia	$145M	-$9.63M	3	4.46%	Reduced
536	E. Ohman J:or Asset Management Stockholm, Sweden	$145M	+$12.4M	15	12.88%	Increased
537	SAM Securian Asset Management St Paul, Minnesota	$145M	+$2.35M	15	3.76%	Increased
538	GAMA Graticule Asia Macro Advisors New York	$145M	-$55M	4	6.63%	Reduced
539	FCIM Fairview Capital Investment Management Greenbrae, California	$144M	+$35.6M	6	9.07%	Increased
540	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$143M	+$10.9M	30	1.03%	Increased
541	AG Aravt Global New York	$143M	-$13.9M	2	14.11%	Reduced
542	SW SVB Wealth Boston, Massachusetts	$143M	-$9.27M	11	5.49%	Reduced
543	HP Hound Partners New York	$143M	-$184M	1	3.39%	Reduced
544	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$142M	+$11.6M	14	2.1%	Increased
545	Vaughan Nelson Investment Management Houston, Texas	$142M	-$20.9M	3	1.69%	Reduced
546	ZDA Zweig-DiMenna Associates New York	$142M	+$29M	6	12.71%	Increased
547	Hillhouse Investment Management Grand Cayman, Cayman Islands	$142M	+$112M	3	2.34%	Increased
548	3CP 3G Capital Partners New York	$141M	+$21.2M	1	13.03%	Increased
549	PineBridge Investments New York	$140M	-$7.43M	19	3.35%	Reduced
550	Cambridge Investment Research Advisors Fairfield, Iowa	$139M	+$10.9M	16	1.86%	Increased