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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
126	Capital Guardian Trust Los Angeles, California	$763M	-$46.9M	13	5.27%	Reduced
127	William Blair & Company Chicago, Illinois	$760M	+$29.5M	14	1.35%	Increased
128	Credit Agricole Montrouge Cedex, France	$756M	+$741M	20	3.31%	New
129	Alkeon Capital Management New York	$749M	+$17.9M	6	14.62%	Increased
130	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$746M	-$39.7M	14	3.58%	Reduced
131	Janus Henderson Group London,	$742M	+$32.1M	14	8.18%	Increased
132	STRS Ohio Columbus, Ohio	$734M	-$57.3M	24	3.23%	Reduced
133	USAA United Services Automobile Association San Antonio, Texas	$733M	+$17.3M	15	3.13%	Increased
134	PointState Capital New York	$732M	+$186M	7	12.55%	Increased
135	Thrivent Financial for Lutherans Minneapolis, Minnesota	$731M	+$72.9M	16	4.63%	Increased
136	CCM Cantillon Capital Management New York	$720M	-$7.31M	2	18.82%	Reduced
137	PIM Platinum Investment Management Sydney Australia 2000, Australia	$711M	+$41.4M	2	12.97%	Increased
138	Axa Paris, France	$710M	+$8.81M	16	3.5%	Increased
139	CCI Columbus Circle Investors	$709M	-$39.3M	7	5.03%	Reduced
140	Tiger Global Management New York	$703M	-$344M	4	11.78%	Reduced
141	Calamos Advisors Naperville, Illinois	$696M	-$51M	8	4.36%	Reduced
142	Capital International Investors Los Angeles, California	$696M	+$11.2M	4	2.97%	Increased
143	SAC Capital Advisors Stamford, Connecticut	$690M	-$130M	24	3.73%	Reduced
144	Natixis Paris, France	$684M	+$155M	7	7.31%	Increased
145	Aberdeen Asset Management Aberdeen, United Kingdom	$678M	+$24.4M	9	1.91%	Increased
146	Egerton Capital (UK) London, United Kingdom	$678M	-$59.5M	2	12.38%	Reduced
147	Sculptor Capital New York	$676M	-$47.3M	6	1.92%	Reduced
148	Robeco Institutional Asset Management Rotterdam, Netherlands	$675M	+$62.1M	13	6.56%	Increased
149	GAMCO Investors Greenwich, Connecticut	$672M	+$35.3M	24	3.94%	Increased
150	First Eagle Investment Management New York	$669M	+$291M	8	1.94%	Increased