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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	Lone Pine Capital Greenwich, Connecticut	$1.18B	-$596M	2	5.08%	Reduced
102	SZC Sleep, Zakaria & Co London, United Kingdom	$1.17B	$0	1	69.45%	Maintained
103	MTB Mizuho Trust & Banking Tokyo, Japan	$1.15B	+$3.97M	12	4.36%	Increased
104	Panagora Asset Management Boston, Massachusetts	$1.15B	-$62M	29	5.32%	Reduced
105	Egerton Capital (UK) London, United Kingdom	$1.15B	+$323M	3	17.32%	Increased
106	Loomis, Sayles & Company Boston, Massachusetts	$1.13B	+$13.2M	11	3.39%	Increased
107	Amundi Asset Management US Boston, Massachusetts	$1.13B	+$18.1M	9	4.32%	Increased
108	APG Asset Management Amsterdam, Netherlands	$1.11B	-$62.5M	15	3.27%	Reduced
109	William Blair & Company Chicago, Illinois	$1.11B	+$187M	14	1.83%	Increased
110	Harding Loevner Bridgewater, New Jersey	$1.1B	+$32.2M	3	8.51%	Increased
111	Barclays London, United Kingdom	$1.07B	-$79M	40	1.09%	Reduced
112	Eagle Capital Management (New York) New York	$1.04B	+$1.3M	4	4.44%	Increased
113	Citigroup New York	$1.02B	-$253M	44	0.92%	Reduced
114	Westfield Capital Management Boston, Massachusetts	$1.01B	-$38M	8	5.94%	Reduced
115	State of Wisconsin Investment Board Madison, Wisconsin	$1B	-$4.97M	16	3.85%	Reduced
116	BlackRock Japan Tokyo, Japan	$1,000M	-$34.3M	15	4.44%	Reduced
117	PointState Capital New York	$991M	+$145M	8	12.51%	Increased
118	Edgewood Management Greenwich, Connecticut	$989M	-$6.95M	3	11.06%	Reduced
119	Horizon Kinetics New York	$989M	-$35.3M	11	12.48%	Reduced
120	Icahn Carl Sunny Isles Beach, Florida	$981M	-$988M	1	3.22%	Reduced
121	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$968M	+$481M	9	25.61%	Increased
122	Alkeon Capital Management New York	$957M	+$92M	6	16.13%	Increased
123	SG Americas Securities New York	$943M	-$388M	20	3.92%	Reduced
124	Janus Henderson Group London,	$929M	+$21.2M	14	9.39%	Increased
125	Capital International Investors Los Angeles, California	$926M	+$54M	4	2.87%	Increased