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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	ARGA Investment Management Stamford, Connecticut	$166M	+$19.5M	2	18.47%	Increased
527	Adams Diversified Equity Fund Baltimore, Maryland	$165M	-$3.98M	6	8.87%	Reduced
528	E. Ohman J:or Asset Management Stockholm, Sweden	$165M	+$2.79M	15	13.39%	Increased
529	Oppenheimer & Co New York	$164M	+$3.44M	16	4.22%	Increased
530	SL SOF Ltd George Town, Cayman Islands	$162M	$0	1	100%	Maintained
531	SAM Securian Asset Management St Paul, Minnesota	$162M	+$918K	15	4.01%	Increased
532	NMC Nine Masts Capital Central, Hong Kong	$162M	-$25.4M	3	21.61%	Reduced
533	BPIH Broad Peak Investment Holdings Singapore	$160M	+$167M	1	28.88%	New
534	Royce & Associates New York	$160M	-$2.51M	15	1.06%	Reduced
535	Cambridge Investment Research Advisors Fairfield, Iowa	$159M	+$3.73M	15	1.87%	Increased
536	Banco Santander Madrid, Spain	$159M	-$219M	6	2.28%	Reduced
537	ACM Argent Capital Management St Louis, Missouri	$159M	+$859K	4	5.48%	Increased
538	VIM Veritas Investment Management London, United Kingdom	$159M	+$2.08M	5	21.94%	Increased
539	Junto Capital Management New York	$158M	-$12.7M	3	12.09%	Reduced
540	MC Montag & Caldwell Atlanta, Georgia	$155M	-$1.7M	3	4.88%	Reduced
541	SGAM Smith Group Asset Management Dallas, Texas	$155M	+$2.67M	4	4.86%	Increased
542	LCS Levin Capital Strategies New York	$154M	-$3.76M	14	2.6%	Reduced
543	New Mexico Educational Retirement Board Santa Fe, New Mexico	$154M	+$8.25M	15	5.82%	Increased
544	Advisor Group Phoenix, Arizona	$153M	+$14.9M	47	2.05%	Increased
545	WAM World Asset Management Detroit, Michigan	$153M	-$11.2M	20	5.12%	Reduced
546	AG Aravt Global New York	$152M	+$4.4M	2	14.49%	Increased
547	Congress Asset Management Boston, Massachusetts	$151M	-$3.75M	6	2.21%	Reduced
548	FI Focused Investors Los Angeles, California	$151M	+$54.1M	1	6.15%	Increased
549	TIAA FSB Jacksonville, Florida	$151M	+$3.41M	6	0.87%	Increased
550	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$150M	+$111M	6	4.18%	Increased