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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	Artisan Partners Milwaukee, Wisconsin	$3.76B	-$732M	10	6.95%	Reduced
52	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$3.7B	-$58.5M	14	6.85%	Reduced
53	Allianz Asset Management Munich, Germany	$3.69B	-$79M	21	3.18%	Reduced
54	Principal Financial Group Des Moines, Iowa	$3.65B	+$39.5M	34	3.54%	Increased
55	Teachers Advisors New York	$3.61B	-$155M	46	4.87%	Reduced
56	California Public Employees Retirement System Sacramento, California	$3.56B	+$132M	45	5.29%	Increased
57	Parametric Portfolio Associates Seattle, Washington	$3.54B	+$138M	43	3.84%	Increased
58	Credit Suisse Zurich, Switzerland	$3.43B	+$6.49M	43	3.33%	Increased
59	Davis Selected Advisers Tucson, Arizona	$3.27B	-$114M	4	13.9%	Reduced
60	Capital International Investors Los Angeles, California	$3.24B	+$503M	8	3.88%	Increased
61	Prudential Financial Newark, New Jersey	$3.21B	-$58.5M	35	4.61%	Reduced
62	AQR Capital Management Greenwich, Connecticut	$3.11B	+$610M	29	3.71%	Increased
63	Eagle Capital Management (New York) New York	$3.09B	-$120M	5	11.95%	Reduced
64	BNP Paribas Financial Markets Paris, France	$3.09B	+$587M	46	7.56%	Increased
65	D.E. Shaw & Co New York	$3.06B	+$91.4M	36	4.7%	Increased
66	Eaton Vance Management Boston, Massachusetts	$3B	+$21.6M	19	7.75%	Increased
67	Viking Global Investors Stamford, Connecticut	$2.99B	+$928M	4	19.35%	Increased
68	APG Asset Management Amsterdam, Netherlands	$2.99B	+$71.4M	17	4.92%	Increased
69	Russell Investments Group London, United Kingdom	$2.98B	+$130M	40	5.09%	Increased
70	Neuberger Berman Group New York	$2.98B	-$28.5M	28	3.72%	Reduced
71	Edgewood Management Greenwich, Connecticut	$2.89B	-$136M	5	13.29%	Reduced
72	Arrowstreet Capital Boston, Massachusetts	$2.87B	+$227M	14	7.67%	Increased
73	Fred Alger Management New York	$2.77B	-$399M	12	12.97%	Reduced
74	HSBC Holdings London, United Kingdom	$2.76B	+$265M	23	4.42%	Increased
75	Veritas Asset Management London, United Kingdom	$2.72B	+$67.4M	4	22.21%	Increased