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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	Canada Life Winnipeg, Manitoba, Canada	$1.28B	-$24.9M	37	3.61%	Reduced
127	SRS Investment Management New York	$1.26B	-$1.24M	1	36.41%	Reduced
128	Vontobel Asset Management New York	$1.26B	-$176M	3	11.02%	Reduced
129	Harding Loevner Bridgewater, New Jersey	$1.24B	-$11.8M	3	8.68%	Reduced
130	Bessemer Group Woodbridge, New Jersey	$1.24B	-$62.2M	19	5.71%	Reduced
131	Ninety One (UK) London, United Kingdom	$1.22B	+$161M	7	6.35%	Increased
132	Barclays London, United Kingdom	$1.21B	+$210M	45	1.31%	Increased
133	Pictet Asset Management (UK) London, United Kingdom	$1.21B	+$36.1M	19	4.48%	Increased
134	Hotchkis & Wiley Capital Management Los Angeles, California	$1.19B	+$53M	5	4.79%	Increased
135	Korea Investment Corp Seoul, South Korea	$1.18B	+$92.4M	12	5.67%	Increased
136	STRS Ohio Columbus, Ohio	$1.16B	+$15.9M	28	5.1%	Increased
137	Chevy Chase Trust Bethesda, Maryland	$1.15B	+$8.1M	12	6.11%	Increased
138	William Blair Investment Management Chicago, Illinois	$1.15B	-$212M	6	4.59%	Reduced
139	State of Wisconsin Investment Board Madison, Wisconsin	$1.14B	-$144M	21	4.9%	Reduced
140	Orbis Allan Gray Hamilton, Bermuda	$1.13B	-$274M	2	8.1%	Reduced
141	Comgest Global Investors Paris, France	$1.13B	+$14.7M	6	36.61%	Increased
142	Berkshire Hathaway Omaha, Nebraska	$1.1B	-$127M	2	0.74%	Reduced
143	HCM Highfields Capital Management Boston, Massachusetts	$1.09B	-$308M	5	9.07%	Reduced
144	Panagora Asset Management Boston, Massachusetts	$1.07B	-$19.7M	30	4.91%	Reduced
145	SAM Southeastern Asset Management Memphis, Tennessee	$1.07B	-$108M	4	10.33%	Reduced
146	DZ Bank Frankfurt Am Main, Germany	$1.07B	+$1.07B	13	5.14%	New
147	Diamond Hill Capital Management Columbus, Ohio	$1.05B	+$4.03M	7	6.11%	Increased
148	Millennium Management New York	$1.01B	-$17.9M	42	2.12%	Reduced
149	Polen Capital Management Boca Raton, Florida	$1.01B	+$75.2M	2	11.11%	Increased
150	Axa Paris, France	$1B	-$178M	17	4.7%	Reduced