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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
601
People's United Financial
People's United Financial
Connecticut
$117M +$453K 13 3.91% Increased
602
PFU
Parus Finance (UK)
United Kingdom
$117M +$768K 2 20.45% Increased
603
SIM
Stelliam Investment Management
New York
$117M +$2.37M 1 3.55% Increased
604
TCMV
Technology Crossover Management VIII
California
$116M -$45.3M 1 64.15% Reduced
605
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$116M +$1.7M 2 10.61% Increased
606
QS Investors
QS Investors
New York
$115M -$26.4M 23 0.93% Reduced
607
QIM
Quantitative Investment Management
Virginia
$115M +$23.1M 9 1.31% Increased
608
Bartlett & Co
Bartlett & Co
Ohio
$115M -$251K 9 4.82% Reduced
609
JCG
JHL Capital Group
Illinois
$115M -$29.9M 2 42.82% Reduced
610
Highbridge Capital Management
Highbridge Capital Management
New York
$115M +$45.3M 13 1.72% Increased
611
MIS
Morningstar Investment Services
Illinois
$115M +$8.49M 5 2.5% Increased
612
BRC
Blue Ridge Capital
New York
$114M -$180M 2 2.05% Reduced
613
AC
Ascend Capital
California
$113M +$46.4M 5 4.27% Increased
614
VCM
Valiant Capital Management
California
$113M -$26.2M 2 8.66% Reduced
615
LMR Partners
LMR Partners
United Kingdom
$112M +$28.4M 11 12.18% Increased
616
Daiwa Securities Group
Daiwa Securities Group
Japan
$112M -$534K 16 0.77% Reduced
617
SD
Sumway Development
China
$112M +$1.47M 1 26.17% Increased
618
BCF
BLS Capital Fondsmaeglerselskab
Denmark
$111M +$12.8M 2 14.66% Increased
619
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$111M +$12.3M 11 3.15% Increased
620
Todd Asset Management
Todd Asset Management
Kentucky
$110M -$14.6M 4 3.05% Reduced
621
NIM
Northeast Investment Management
Massachusetts
$110M -$2.03M 5 9.72% Reduced
622
ACP
Arrowgrass Capital Partners
United Kingdom
$110M -$83.3M 2 28.95% Reduced
623
Tredje AP-fonden
Tredje AP-fonden
Sweden
$109M -$9.84M 11 3.87% Reduced
624
Shelton Capital Management
Shelton Capital Management
Colorado
$109M +$3.94M 13 7.36% Increased
625
Great Lakes Advisors
Great Lakes Advisors
Illinois
$109M +$520K 13 2.56% Increased