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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	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$137M	-$2.65M	2	5.68%	Reduced
577	SIM Sentry Investment Management Stevens Point, Wisconsin	$137M	+$2.25M	13	7.45%	Increased
578	3CP 3G Capital Partners New York	$136M	-$10.2M	1	7.74%	Reduced
579	Close Asset Management London, United Kingdom	$136M	+$6.72M	8	12.26%	Increased
580	NM Nokota Management New York	$135M	+$75.2M	3	2.6%	Increased
581	SIM Stelliam Investment Management New York	$135M	+$16.1M	1	5.59%	Increased
582	Chilton Investment Company Stamford, Connecticut	$135M	-$7.41M	5	5.21%	Reduced
583	Beck Mack & Oliver New York	$135M	-$2.15M	9	4.42%	Reduced
584	Welch & Forbes Boston, Massachusetts	$135M	+$1.11M	5	3.59%	Increased
585	HBK Investments Dallas, Texas	$134M	-$68.9M	12	1.04%	Reduced
586	CSC Cove Street Capital El Segundo, California	$134M	+$11.1M	5	14.44%	Increased
587	GCCM Green Court Capital Management Hong Kong	$133M	+$22.3M	2	18.06%	Increased
588	MIS Morningstar Investment Services Chicago, Illinois	$132M	+$9.73M	6	2.66%	Increased
589	ROIC Route One Investment Company San Francisco, California	$132M	$0	2	2.8%	Maintained
590	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$132M	+$10.7M	12	4.48%	Increased
591	Independent Franchise Partners London, United Kingdom	$131M	+$19.2M	2	1.11%	Increased
592	SH SeaTown Holdings Singapore	$129M	-$22.6M	5	12.24%	Reduced
593	PFU Parus Finance (UK) London, United Kingdom	$129M	+$1.54M	2	23.3%	Increased
594	NTC NF Trinity Capital Central, Hong Kong	$128M	+$288K	4	16.66%	Increased
595	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$128M	-$9.77M	7	18.05%	Reduced
596	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$128M	$0	2	19.23%	Maintained
597	Antipodes Partners Royal Exchange, Australia	$127M	-$607K	1	7.46%	Reduced
598	RG Renaissance Group Covington, Kentucky	$127M	+$11.3M	8	4.3%	Increased
599	Sachem Head Capital Management New York	$127M	-$340M	1	5.88%	Reduced
600	People's United Financial Bridgeport, Connecticut	$126M	-$1.49M	15	3.94%	Reduced