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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
51	Susquehanna International Group Bala Cynwyd, Pennsylvania	$2.68B	-$53.6M	36	1.16%	Reduced
52	New York State Common Retirement Fund Albany, New York	$2.63B	+$37.2M	24	3.89%	Increased
53	Managed Account Advisors Jersey City, New Jersey	$2.59B	-$43.3M	32	3.11%	Reduced
54	Credit Suisse Zurich, Switzerland	$2.51B	+$1.01B	40	2.06%	Increased
55	Waddell & Reed Financial Overland Park, Kansas	$2.49B	-$960M	8	3.65%	Reduced
56	Lone Pine Capital Greenwich, Connecticut	$2.32B	+$806M	2	9.38%	Increased
57	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$2.25B	-$243M	12	7.32%	Reduced
58	Allianz Asset Management Munich, Germany	$2.18B	-$308M	21	2.73%	Reduced
59	1832 Asset Management Toronto, Ontario, Canada	$2.13B	+$112M	10	6.7%	Increased
60	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$2.12B	+$184M	42	3.21%	Increased
61	BlackRock New York	$2.09B	-$122M	38	3.11%	Reduced
62	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.05B	+$733M	11	4.21%	Increased
63	Harris Associates Chicago, Illinois	$2.04B	+$1.58B	7	3.44%	Increased
64	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$2.03B	+$39.4M	13	4.68%	Increased
65	Bank of Montreal Toronto, Ontario, Canada	$1.96B	+$410M	40	2.19%	Increased
66	Russell Frank Company Seattle, Washington	$1.95B	-$66.3M	33	3.41%	Reduced
67	Carmignac Gestion Paris, France	$1.94B	-$277M	3	15.16%	Reduced
68	HSBC Holdings London, United Kingdom	$1.94B	+$146M	20	4.19%	Increased
69	Charles Schwab San Francisco, California	$1.93B	+$28.4M	37	3.24%	Increased
70	Prudential Financial Newark, New Jersey	$1.92B	+$33.8M	25	3.38%	Increased
71	UBS Zurich, Switzerland	$1.91B	-$354M	50	1.49%	Reduced
72	Principal Financial Group Des Moines, Iowa	$1.91B	+$105M	28	3.2%	Increased
73	Neuberger Berman Group New York	$1.83B	+$54.8M	25	1.79%	Increased
74	Coatue Management New York	$1.75B	-$100M	5	21.82%	Reduced
75	Brown Advisory Baltimore, Maryland	$1.74B	+$136M	14	5.46%	Increased