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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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$126M +$2.38M 6 1.02% Increased
602
OAM
Origin Asset Management
United Kingdom
$126M -$23.8M 4 7.19% Reduced
603
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$125M +$1.11M 12 3.58% Increased
604
CBA
Coastal Bridge Advisors
Connecticut
$125M -$3.33M 7 39.78% Reduced
605
BCF
BLS Capital Fondsmaeglerselskab
Denmark
$124M +$3.15M 2 15.47% Increased
606
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$124M +$66.5M 3 2.89% Increased
607
MBA
Maple-Brown Abbott
Australia
$124M -$9.38M 2 10.4% Reduced
608
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$124M +$24.2M 3 2.75% Increased
609
VCM
Valiant Capital Management
California
$124M -$6.71M 2 9.24% Reduced
610
RIM
Redpoint Investment Management
Australia
$124M +$119M 12 6.82% New
611
Laurion Capital Management
Laurion Capital Management
New York
$124M -$37.5M 19 0.63% Reduced
612
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$123M +$7.54M 13 1.48% Increased
613
NIM
Northeast Investment Management
Massachusetts
$123M -$802K 5 10.32% Reduced
614
Bartlett & Co
Bartlett & Co
Ohio
$123M -$2.33M 9 4.88% Reduced
615
AMCA
Arthur M. Cohen & Associates
Illinois
$122M +$18.4M 5 33.56% New
616
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$122M -$343M 9 1.25% Reduced
617
OI
Oakbrook Investments
Illinois
$122M +$4.32M 9 7.74% Increased
618
TAM
Tiverton Asset Management
Delaware
$121M -$1.1M 4 7.56% Reduced
619
HAM
Honeycomb Asset Management
New York
$120M -$108M 3 15.02% Reduced
620
QS Investors
QS Investors
New York
$119M -$5.86M 23 1.12% Reduced
621
Wolverine Asset Management
Wolverine Asset Management
Illinois
$119M +$40.9M 9 1.2% Increased
622
PineBridge Investments
PineBridge Investments
New York
$118M -$31.9M 17 3.04% Reduced
623
Discovery Capital Management
Discovery Capital Management
Connecticut
$118M -$129M 1 3.64% Reduced
624
Shelton Capital Management
Shelton Capital Management
Colorado
$117M -$3.24M 13 7.52% Reduced
625
UFM
Ursa Fund Management
California
$117M -$56.2M 1 4.44% Reduced