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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
576	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$128M	+$3.45M	3	9.1%	Increased
577	OAM Origin Asset Management London, United Kingdom	$127M	-$44.8M	5	7.82%	Reduced
578	ZP Zimmer Partners New York	$126M	+$48.2M	3	2.81%	Increased
579	AI ArchPoint Investors Coral Gables, Florida	$126M	+$1.54M	4	40.27%	Increased
580	MAI Marble Arch Investments New York	$126M	-$18.9M	2	8.39%	Reduced
581	Beck Mack & Oliver New York	$126M	-$5.02M	10	4.15%	Reduced
582	MP MSD Partners New York	$125M	-$74.7M	2	3.65%	Reduced
583	Peregrine Capital Management Minneapolis, Minnesota	$124M	-$1.14M	6	2.97%	Reduced
584	Welch & Forbes Boston, Massachusetts	$124M	+$3.8M	5	3.25%	Increased
585	Meag Munich Ergo Munich, Germany	$124M	+$4.2M	9	5.05%	Increased
586	CSC Cove Street Capital El Segundo, California	$123M	+$41.5M	5	13.73%	Increased
587	Advisor Group Phoenix, Arizona	$123M	+$5.81M	44	1.93%	Increased
588	MVP Miller Value Partners Sarasota, Florida	$123M	-$1.67M	4	5.28%	Reduced
589	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$122M	-$1.19M	7	17.52%	Reduced
590	ROIC Route One Investment Company San Francisco, California	$122M	$0	2	3.52%	Maintained
591	CEP Chicago Equity Partners Chicago, Illinois	$122M	-$59.1M	9	3.85%	Reduced
592	SIM Sentry Investment Management Stevens Point, Wisconsin	$121M	+$2.39M	13	4.54%	Increased
593	NTC NF Trinity Capital Central, Hong Kong	$120M	-$19.5M	4	17.2%	Reduced
594	Whittier Trust South Pasadena, California	$119M	+$3.68M	19	4.34%	Increased
595	Capital International Los Angeles, California	$119M	-$9.76M	7	7.86%	Reduced
596	Close Asset Management London, United Kingdom	$119M	+$5.18M	8	11.77%	Increased
597	Harvest Fund Management Beijing, China	$118M	+$10.5M	6	16.24%	Increased
598	Douglass Winthrop Advisors New York	$118M	+$1.56M	6	6.84%	Increased
599	IIM Ivory Investment Management New York	$118M	-$20.5M	5	5.85%	Reduced
600	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$118M	+$11.3M	2	20.03%	Increased