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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	First Trust Advisors Wheaton, Illinois	$2.08B	-$53.5M	27	4.96%	Reduced
102	LPU Lansdowne Partners (UK) London, United Kingdom	$2.06B	+$101M	4	18.94%	Increased
103	Thrivent Financial for Lutherans Minneapolis, Minnesota	$2.03B	+$30.3M	26	6.8%	Increased
104	Coatue Management New York	$2.01B	+$180M	6	15.7%	Increased
105	Tiger Global Management New York	$2B	-$688M	5	15.76%	Reduced
106	State of New Jersey Common Pension Fund D Trenton, New Jersey	$1.97B	-$152M	19	7.48%	Reduced
107	Brown Advisory Baltimore, Maryland	$1.97B	-$73M	24	6.24%	Reduced
108	Ninety One (UK) London, United Kingdom	$1.87B	-$265M	8	7.7%	Reduced
109	PNC Financial Services Group Pittsburgh, Pennsylvania	$1.84B	-$26.1M	42	1.79%	Reduced
110	CCMH Cornerstone Capital Management Holdings New York	$1.84B	+$411M	23	12.85%	Increased
111	Berkshire Hathaway Omaha, Nebraska	$1.82B	$0	2	0.95%	Maintained
112	USAA United Services Automobile Association San Antonio, Texas	$1.8B	+$53.4M	21	4.93%	Increased
113	First Eagle Investment Management New York	$1.79B	+$53M	14	4.22%	Increased
114	Arrowstreet Capital Boston, Massachusetts	$1.79B	-$1.36B	16	4.31%	Reduced
115	Canada Life Winnipeg, Manitoba, Canada	$1.76B	+$75.6M	35	4.15%	Increased
116	DZ Bank Frankfurt Am Main, Germany	$1.76B	+$113M	11	6.75%	Increased
117	SRS Investment Management New York	$1.73B	-$291M	2	45%	Reduced
118	Bessemer Group Woodbridge, New Jersey	$1.72B	+$140M	21	6.68%	Increased
119	Citigroup New York	$1.71B	+$156M	53	1.37%	Increased
120	Fidelity International Hamilton, Bermuda	$1.67B	-$231M	11	4.64%	Reduced
121	Comgest Global Investors Paris, France	$1.67B	-$3.57M	6	36.2%	Reduced
122	Prudential plc London, England, United Kingdom	$1.66B	+$8.81M	12	5.06%	Increased
123	Renaissance Technologies New York	$1.65B	-$879M	44	1.82%	Reduced
124	Parnassus Investments San Francisco, California	$1.65B	-$25.2M	3	6.47%	Reduced
125	Chevy Chase Trust Bethesda, Maryland	$1.59B	-$9.89M	11	6.86%	Reduced