← All themes

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	CCM Cantillon Capital Management New York	$1.1B	-$32.4M	3	12.83%	Reduced
152	Aviva London, United Kingdom	$1.09B	+$14.8M	18	5.88%	Increased
153	Hotchkis & Wiley Capital Management Los Angeles, California	$1.08B	+$32.9M	6	4.26%	Increased
154	Epoch Investment Partners New York	$1.08B	-$29.4M	8	3.62%	Reduced
155	Harding Loevner Bridgewater, New Jersey	$1.08B	-$557M	5	6.13%	Reduced
156	GGHC Gilder Gagnon Howe & Co New York	$1.07B	-$25.5M	11	15.11%	Reduced
157	Glenview Capital Management New York	$1.06B	+$128M	3	6.16%	Increased
158	SEI Investments Oaks, Pennsylvania	$1.06B	-$130M	41	3.76%	Reduced
159	Retirement Systems of Alabama Montgomery, Alabama	$1.03B	+$9.83M	15	5.36%	Increased
160	Los Angeles Capital Management Los Angeles, California	$1.02B	-$158M	18	5.88%	Reduced
161	SAM Southeastern Asset Management Memphis, Tennessee	$999M	-$59.1M	4	12.01%	Reduced
162	MFM MHR Fund Management New York	$996M	+$9.78M	3	43.94%	Increased
163	First Pacific Advisors El Segundo, California	$983M	-$18.7M	5	7.55%	Reduced
164	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$981M	-$63.2M	10	5.74%	Reduced
165	Public Employees Retirement Association of Colorado Denver, Colorado	$957M	-$87.4M	29	6.9%	Reduced
166	Guggenheim Capital Chicago, Illinois	$955M	-$25.4M	31	2.24%	Reduced
167	State of Tennessee, Department of Treasury Nashville, Tennessee	$948M	-$160M	21	4.82%	Reduced
168	Egerton Capital (UK) London, United Kingdom	$946M	+$20.7M	2	8.46%	Increased
169	Macquarie Group Sydney, NSW 2000, Australia	$933M	-$77.9M	35	1.67%	Reduced
170	Causeway Capital Management Los Angeles, California	$932M	-$70.1M	2	10.47%	Reduced
171	Teacher Retirement System of Texas Austin, Texas	$926M	+$53.4M	21	5.7%	Increased
172	NN Investment Partners Holdings The Hague, Netherlands	$922M	+$222M	12	5.87%	Increased
173	TCMV Technology Crossover Management VII Menlo Park, California	$913M	$0	1	34.98%	Maintained
174	GAMCO Investors Greenwich, Connecticut	$890M	-$15.1M	31	5.51%	Reduced
175	Mawer Investment Management Calgary, Alberta, Canada	$888M	+$16.2M	5	7.57%	Increased