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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
101	BRC Blue Ridge Capital New York	$918M	+$886M	5	11.08%	New
102	Viking Global Investors Stamford, Connecticut	$916M	+$907M	1	5.09%	New
103	Tiger Global Management New York	$908M	+$866M	4	15.8%	New
104	BlackRock Japan Tokyo, Japan	$898M	+$877M	14	4.13%	New
105	MTB Mizuho Trust & Banking Tokyo, Japan	$886M	+$866M	12	3.73%	New
106	BNP Paribas Financial Markets Paris, France	$877M	+$852M	25	0.62%	New
107	Putnam Investments Boston, Massachusetts	$875M	+$844M	10	2.55%	New
108	Horizon Kinetics New York	$862M	+$821M	9	12.62%	New
109	Amundi Asset Management US Boston, Massachusetts	$857M	+$840M	8	3.57%	New
110	Manning & Napier Advisors Fairport, New York	$845M	+$828M	5	4.5%	New
111	Westfield Capital Management Boston, Massachusetts	$842M	+$822M	8	5.79%	New
112	Discovery Capital Management South Norwalk, Connecticut	$831M	+$805M	3	8.89%	New
113	Susquehanna International Group Bala Cynwyd, Pennsylvania	$831M	+$801M	25	0.47%	New
114	Edgewood Management Greenwich, Connecticut	$826M	+$795M	3	11.12%	New
115	SZC Sleep, Zakaria & Co London, United Kingdom	$818M	+$785M	1	62.89%	New
116	State of Wisconsin Investment Board Madison, Wisconsin	$812M	+$793M	14	3.4%	New
117	Barclays London, United Kingdom	$807M	+$783M	38	1%	New
118	Renaissance Technologies New York	$806M	+$770M	32	2.11%	New
119	Capital Guardian Trust Los Angeles, California	$780M	+$754M	12	5.42%	New
120	SAC Capital Advisors Stamford, Connecticut	$766M	+$731M	23	4.21%	New
121	Fidelity International Hamilton, Bermuda	$765M	+$742M	10	4.33%	New
122	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$764M	+$742M	14	3.73%	New
123	STRS Ohio Columbus, Ohio	$756M	+$736M	21	3.25%	New
124	Citadel Advisors Miami, Florida	$726M	+$707M	28	1.25%	New
125	RIM Rainier Investment Management Seattle, Washington	$714M	+$697M	6	6.46%	New