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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	Emerald Acquisition Seattle, Washington	$2.37B	+$2.37B	41	4.11%	New
77	Capital International Investors Los Angeles, California	$2.37B	+$97.2M	7	3.48%	Increased
78	Principal Financial Group Des Moines, Iowa	$2.23B	+$19.8M	30	3.11%	Increased
79	Neuberger Berman Group New York	$2.23B	+$52.4M	28	3.07%	Increased
80	Putnam Investments Boston, Massachusetts	$2.13B	+$24.3M	18	5.19%	Increased
81	New York State Teachers Retirement System (NYSTRS) Albany, New York	$2.07B	-$11.1M	21	5.43%	Reduced
82	Brown Advisory Baltimore, Maryland	$2.05B	-$115M	23	7.19%	Reduced
83	First Eagle Investment Management New York	$2.04B	+$26.5M	13	5.2%	Increased
84	VOYA Investment Management Atlanta, Georgia	$2.04B	-$149M	36	5.01%	Reduced
85	TD Asset Management Toronto, Ontario, Canada	$1.99B	-$7.62M	20	3.6%	Reduced
86	D.E. Shaw & Co New York	$1.95B	+$56.1M	30	3.6%	Increased
87	JSP Jackson Square Partners Larkspur, California	$1.92B	-$151M	6	8.06%	Reduced
88	Orbis Allan Gray Hamilton, Bermuda	$1.91B	-$390M	3	14.54%	Reduced
89	Lone Pine Capital Greenwich, Connecticut	$1.9B	-$509M	3	8.79%	Reduced
90	TCI Fund Management London, United Kingdom	$1.9B	+$337M	1	25.82%	Increased
91	Schroder Investment Management Group London, United Kingdom	$1.89B	-$135M	14	3.79%	Reduced
92	Edgewood Management Greenwich, Connecticut	$1.82B	-$15.2M	4	13.37%	Reduced
93	GE General Electric Evendale, Ohio	$1.8B	-$341M	9	9.38%	Reduced
94	Nordea Investment Management Stockholm, Sweden	$1.78B	+$287M	25	4.98%	Increased
95	Credit Agricole Montrouge Cedex, France	$1.71B	+$567M	22	6.61%	Increased
96	Amundi Asset Management US Boston, Massachusetts	$1.7B	+$342M	7	6.17%	Increased
97	RhumbLine Advisers Boston, Massachusetts	$1.68B	+$64.7M	39	4.98%	Increased
98	State Board of Administration of Florida Retirement System Tallahassee, Florida	$1.64B	+$233M	26	5.2%	Increased
99	Fidelity International Hamilton, Bermuda	$1.64B	-$519M	8	5.21%	Reduced
100	Veritas Asset Management London, United Kingdom	$1.63B	+$350M	5	17.96%	Increased