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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	CIBC Private Wealth Group Atlanta, Georgia	$1.41B	+$317M	10	6.43%	Increased
127	STRS Ohio Columbus, Ohio	$1.41B	+$402K	26	6.04%	Increased
128	Bessemer Group Woodbridge, New Jersey	$1.4B	-$28.6M	22	5.59%	Reduced
129	Citigroup New York	$1.39B	-$13.8M	52	1.14%	Reduced
130	Acadian Asset Management Boston, Massachusetts	$1.36B	-$161M	21	6.02%	Reduced
131	Credit Agricole Montrouge Cedex, France	$1.35B	-$266M	21	4.59%	Reduced
132	Soroban Capital Partners New York	$1.32B	+$529M	3	4.99%	Increased
133	1832 Asset Management Toronto, Ontario, Canada	$1.32B	+$99.2M	11	4.63%	Increased
134	Korea Investment Corp Seoul, South Korea	$1.32B	-$55.6M	13	6.09%	Reduced
135	JSP Jackson Square Partners Larkspur, California	$1.32B	-$76.2M	4	6.38%	Reduced
136	SG Americas Securities New York	$1.28B	+$1.19B	34	11.19%	Increased
137	Panagora Asset Management Boston, Massachusetts	$1.27B	-$95.3M	34	5.03%	Reduced
138	Lone Pine Capital Greenwich, Connecticut	$1.25B	+$372M	1	6.1%	Increased
139	Polen Capital Management Boca Raton, Florida	$1.25B	-$64.9M	3	10.09%	Reduced
140	Sanders Capital West Palm Beach, Florida	$1.23B	+$43.5M	1	7.4%	Increased
141	Raymond James & Associates St Petersburg, Florida	$1.22B	+$25.9M	30	2.44%	Increased
142	William Blair Investment Management Chicago, Illinois	$1.19B	-$36.1M	7	4.26%	Reduced
143	PointState Capital New York	$1.16B	+$75M	3	9.82%	Increased
144	CCMH Cornerstone Capital Management Holdings New York	$1.15B	-$632M	23	9.04%	Reduced
145	Diamond Hill Capital Management Columbus, Ohio	$1.13B	+$15.8M	7	5.95%	Increased
146	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$1.13B	+$56.7M	31	5.86%	Increased
147	Axa Paris, France	$1.13B	+$16.1M	20	4.86%	Increased
148	NFA Nationwide Fund Advisors Columbus, Ohio	$1.11B	-$38.9M	41	4.38%	Reduced
149	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$1.11B	+$45M	8	6.11%	Increased
150	Jane Street New York	$1.1B	+$284M	25	3.57%	Increased