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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	Bessemer Group Woodbridge, New Jersey	$1.41B	-$77.7M	22	5.67%	Reduced
127	STRS Ohio Columbus, Ohio	$1.39B	-$38.7M	25	6.18%	Reduced
128	Chevy Chase Trust Bethesda, Maryland	$1.38B	-$4.36M	11	6.62%	Reduced
129	Comgest Global Investors Paris, France	$1.38B	+$2.49M	6	34.11%	Increased
130	Citigroup New York	$1.37B	-$383M	52	1.24%	Reduced
131	Harding Loevner Bridgewater, New Jersey	$1.37B	-$99.1M	5	8.41%	Reduced
132	DZ Bank Frankfurt Am Main, Germany	$1.37B	+$116M	11	6.33%	Increased
133	Korea Investment Corp Seoul, South Korea	$1.34B	+$56.7M	13	6.25%	Increased
134	Panagora Asset Management Boston, Massachusetts	$1.33B	+$3.05M	37	5.37%	Increased
135	JSP Jackson Square Partners Larkspur, California	$1.32B	-$178M	4	6.74%	Reduced
136	William Blair Investment Management Chicago, Illinois	$1.26B	+$64.2M	7	4.59%	Increased
137	Polen Capital Management Boca Raton, Florida	$1.25B	-$24.6M	3	10.97%	Reduced
138	1832 Asset Management Toronto, Ontario, Canada	$1.2B	-$166M	12	5.43%	Reduced
139	Hotchkis & Wiley Capital Management Los Angeles, California	$1.19B	+$7.67M	5	4.78%	Increased
140	Raymond James & Associates St Petersburg, Florida	$1.17B	+$20.2M	29	2.53%	Increased
141	SEI Investments Oaks, Pennsylvania	$1.17B	+$36.6M	39	4.66%	Increased
142	Los Angeles Capital Management Los Angeles, California	$1.14B	+$811M	21	7.14%	Increased
143	NFA Nationwide Fund Advisors Columbus, Ohio	$1.14B	+$4.52M	40	4.56%	Increased
144	Diamond Hill Capital Management Columbus, Ohio	$1.13B	-$17.2M	7	6.08%	Reduced
145	Epoch Investment Partners New York	$1.12B	-$73.5M	7	3.79%	Reduced
146	Sanders Capital West Palm Beach, Florida	$1.12B	+$30M	1	7.2%	Increased
147	State of Tennessee, Department of Treasury Nashville, Tennessee	$1.09B	+$17.3M	21	5.21%	Increased
148	CIBC Private Wealth Group Atlanta, Georgia	$1.08B	+$16M	6	6.79%	Increased
149	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$1.06B	+$96.4M	8	6.33%	Increased
150	Aviva London, United Kingdom	$1.06B	+$32.3M	18	5.93%	Increased