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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	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$1.38B	+$4.64M	35	7.38%	Increased
152	GGHC Gilder Gagnon Howe & Co New York	$1.37B	-$132M	14	15.75%	Reduced
153	Los Angeles Capital Management Los Angeles, California	$1.37B	-$139M	23	7.43%	Reduced
154	Yacktman Asset Management Austin, Texas	$1.34B	+$153M	6	16.5%	Increased
155	Diamond Hill Capital Management Columbus, Ohio	$1.34B	-$59.3M	7	7.13%	Reduced
156	State of Tennessee, Department of Treasury Nashville, Tennessee	$1.33B	+$23.8M	27	6.17%	Increased
157	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.31B	+$19.1M	25	3.44%	Increased
158	SRS Investment Management New York	$1.28B	+$103M	3	34.59%	Increased
159	Asset Management One Tokyo, Japan	$1.28B	+$13.7M	25	6.14%	Increased
160	US Bancorp Minneapolis, Minnesota	$1.25B	+$851K	47	3.42%	Increased
161	Aviva London, United Kingdom	$1.25B	+$104M	22	8.46%	Increased
162	Fayez Sarofim & Co Houston, Texas	$1.22B	+$34.2M	11	6.31%	Increased
163	USS Investment Management London, United Kingdom	$1.22B	+$35.5M	7	12.58%	Increased
164	Flossbach Von Storch Cologne, Germany	$1.21B	+$57.3M	6	9.67%	Increased
165	Sculptor Capital New York	$1.21B	+$105M	8	13.01%	Increased
166	First Manhattan New York	$1.2B	+$1.62M	30	6.61%	Increased
167	Coatue Management New York	$1.2B	+$70.5M	8	10.24%	Increased
168	Axa Paris, France	$1.19B	-$152M	24	4.74%	Reduced
169	Independent Franchise Partners London, United Kingdom	$1.19B	+$27M	3	12.12%	Increased
170	Beutel, Goodman & Co Toronto, Ontario, Canada	$1.18B	+$48M	3	8.22%	Increased
171	Royal London Asset Management United Kingdom	$1.16B	+$464M	17	8.78%	Increased
172	William Blair & Company Chicago, Illinois	$1.15B	-$14.6M	22	6.64%	Reduced
173	William Blair Investment Management Chicago, Illinois	$1.14B	-$19.3M	8	4.89%	Reduced
174	VVP Vulcan Value Partners Birmingham, Alabama	$1.13B	+$113M	2	9.59%	Increased
175	Calamos Advisors Naperville, Illinois	$1.12B	+$51.2M	12	6.1%	Increased