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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	HCM Highfields Capital Management Boston, Massachusetts	$964M	+$163M	4	8.66%	Increased
127	SRS Investment Management New York	$959M	+$416M	1	28.81%	Increased
128	Diamond Hill Capital Management Columbus, Ohio	$951M	-$15.5M	5	6.31%	Reduced
129	Commerzbank Aktiengesellschaft Frankfurt, Germany	$946M	-$49.9M	17	4.96%	Reduced
130	Janus Henderson Group London,	$929M	-$87.6M	14	7.3%	Reduced
131	Thrivent Financial for Lutherans Minneapolis, Minnesota	$925M	+$158M	16	5.11%	Increased
132	CCM Cantillon Capital Management New York	$915M	-$28.7M	2	18.27%	Reduced
133	Barclays London, United Kingdom	$895M	-$164M	46	1%	Reduced
134	AQR Capital Management Greenwich, Connecticut	$886M	+$245M	26	1.76%	Increased
135	GAMCO Investors Greenwich, Connecticut	$882M	+$98.8M	25	4.78%	Increased
136	Beutel, Goodman & Co Toronto, Ontario, Canada	$881M	+$83.1M	1	7.44%	Increased
137	STRS Ohio Columbus, Ohio	$880M	-$15.4M	18	3.86%	Reduced
138	Westfield Capital Management Boston, Massachusetts	$850M	-$137M	7	5.18%	Reduced
139	Millennium Management New York	$837M	+$65.1M	36	1.58%	Increased
140	Marsico Capital Management Denver, Colorado	$830M	-$87.5M	4	7.33%	Reduced
141	abrdn Investment Management Edinburgh, United Kingdom	$829M	-$130M	5	3.5%	Reduced
142	Chevy Chase Trust Bethesda, Maryland	$820M	+$4.28M	10	4.91%	Increased
143	C WorldWide Group Copenhagen, Denmark	$818M	-$57.6M	4	11.7%	Reduced
144	TCI Fund Management London, United Kingdom	$809M	+$789M	1	18.7%	New
145	Guggenheim Capital Chicago, Illinois	$801M	-$96.2M	32	1.98%	Reduced
146	Pictet Asset Management (UK) London, United Kingdom	$800M	+$123M	16	3.27%	Increased
147	Fiduciary Management Inc Milwaukee, Wisconsin	$793M	+$180M	1	4.13%	Increased
148	Soroban Capital Partners New York	$788M	-$118M	3	5.36%	Reduced
149	NFA Nationwide Fund Advisors Columbus, Ohio	$784M	+$53.9M	39	3.22%	Increased
150	Calamos Advisors Naperville, Illinois	$764M	-$62.2M	12	4.72%	Reduced