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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
151	Chevy Chase Trust Bethesda, Maryland	$691M	+$1.16M	11	4.32%	Increased
152	Commerzbank Aktiengesellschaft Frankfurt, Germany	$690M	-$280M	19	4.39%	Reduced
153	Thornburg Investment Management Santa Fe, New Mexico	$687M	-$23.9M	5	3.43%	Reduced
154	GAMCO Investors Greenwich, Connecticut	$680M	-$31.5M	25	3.54%	Reduced
155	Magellan Asset Management Sydney, Australia	$679M	+$152M	1	4.84%	Increased
156	Capital Guardian Trust Los Angeles, California	$672M	+$158M	13	4.66%	Increased
157	Diamond Hill Capital Management Columbus, Ohio	$668M	+$27.9M	3	4.77%	Increased
158	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$661M	+$665M	1	9.58%	New
159	Axa Paris, France	$658M	-$115M	11	2.64%	Reduced
160	Horizon Kinetics New York	$657M	-$209M	13	8.87%	Reduced
161	PIM Platinum Investment Management Sydney Australia 2000, Australia	$654M	+$5.04M	2	12.52%	Increased
162	Retirement Systems of Alabama Montgomery, Alabama	$644M	-$911K	12	3.43%	Reduced
163	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$638M	-$51.9M	23	3.71%	Reduced
164	First Manhattan New York	$638M	+$19.4M	23	3.61%	Increased
165	Lord, Abbett & Co Jersey City, New Jersey	$635M	+$71.3M	10	1.61%	Increased
166	NFA Nationwide Fund Advisors Columbus, Ohio	$634M	-$22.1M	42	2.71%	Reduced
167	DSM Capital Partners Palm Beach Gardens, Florida	$628M	+$217M	5	11.58%	Increased
168	Pictet Asset Management (UK) London, United Kingdom	$619M	+$36.1M	16	2.77%	Increased
169	GGHC Gilder Gagnon Howe & Co New York	$616M	-$39.2M	5	9.16%	Reduced
170	I.G. Investment Management Winnipeg, Manitoba, Canada	$616M	+$138M	10	2.23%	Increased
171	Bank of Nova Scotia Toronto, Ontario, Canada	$609M	+$34M	7	2.34%	Increased
172	Westwood Holdings Group Dallas, Texas	$606M	-$29.7M	5	4.67%	Reduced
173	State of Tennessee, Department of Treasury Nashville, Tennessee	$595M	+$78.8M	16	3.18%	Increased
174	Gateway Investment Advisers Cincinnati, Ohio	$595M	-$73.1M	14	4.91%	Reduced
175	Maverick Capital Dallas, Texas	$591M	+$251M	2	9.26%	Increased