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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
76	Charles Schwab San Francisco, California	$1.52B	+$63.2M	31	3.09%	Increased
77	Viking Global Investors Stamford, Connecticut	$1.5B	+$453M	3	8.3%	Increased
78	Marsico Capital Management Denver, Colorado	$1.47B	-$164M	6	10.87%	Reduced
79	New York State Teachers Retirement System (NYSTRS) Albany, New York	$1.47B	-$18.7M	17	4.04%	Reduced
80	Macquarie Group Sydney, NSW 2000, Australia	$1.44B	+$37.1M	18	2.82%	Increased
81	Thornburg Investment Management Santa Fe, New Mexico	$1.38B	-$20.9M	3	5.57%	Reduced
82	TD Asset Management Toronto, Ontario, Canada	$1.36B	-$74.8M	16	2.69%	Reduced
83	UBS Zurich, Switzerland	$1.36B	+$98.2M	46	1.39%	Increased
84	Bank of Montreal Toronto, Ontario, Canada	$1.34B	-$112M	31	2.09%	Reduced
85	D.E. Shaw & Co New York	$1.29B	+$54.9M	27	2.06%	Increased
86	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$1.27B	+$52.1M	32	3.78%	Increased
87	RhumbLine Advisers Boston, Massachusetts	$1.26B	-$71.8M	31	3.91%	Reduced
88	GE General Electric Evendale, Ohio	$1.23B	-$9.1M	8	6.21%	Reduced
89	State Board of Administration of Florida Retirement System Tallahassee, Florida	$1.2B	-$9.85M	25	3.87%	Reduced
90	Parametric Portfolio Associates Seattle, Washington	$1.2B	-$21.7M	37	3.25%	Reduced
91	Fred Alger Management New York	$1.16B	-$105M	11	6.45%	Reduced
92	Teachers Advisors New York	$1.16B	+$22M	33	2.89%	Increased
93	Brown Advisory Baltimore, Maryland	$1.15B	+$68.8M	12	4.11%	Increased
94	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.13B	+$211M	24	0.6%	Increased
95	SG Americas Securities New York	$1.13B	+$372M	26	4.64%	Increased
96	HSBC Holdings London, United Kingdom	$1.13B	-$57.4M	18	3.08%	Reduced
97	TCW Group Los Angeles, California	$1.13B	+$21.7M	11	5.2%	Increased
98	Adage Capital Partners Boston, Massachusetts	$1.1B	+$14.6M	12	3.16%	Increased
99	Renaissance Technologies New York	$1.1B	+$208M	39	2.66%	Increased
100	Citigroup New York	$1.08B	-$76.6M	43	1.01%	Reduced