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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1926
PTC
Private Trust Company
Ohio
$56.6M -$1.9M 25 4.52% Reduced
1927
HT
Headlands Technologies
Illinois
$56.5M -$31.1M 13 6% Reduced
1928
TCM
Tufton Capital Management
Maryland
$56.4M -$1.94M 5 9.47% Reduced
1929
TB
Terril Brothers
Missouri
$56.4M +$9.59M 5 14.54% Increased
1930
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$56.4M -$5.15M 8 2.28% Reduced
1931
SWIG
Strategic Wealth Investment Group
Kentucky
$56.4M -$473K 6 6.84% Reduced
1932
CFO
Cambient Family Office
Michigan
$56.4M -$653K 5 6.93% Reduced
1933
CGIM
Capital Group Investment Management
Singapore
$56.3M +$3.12M 5 8.49% Increased
1934
OPW
Osprey Private Wealth
New York
$56.3M +$2.12M 5 14.54% Increased
1935
GL
Governors Lane
New York
$56.3M -$4.3M 3 4.7% Reduced
1936
EFG
Everhart Financial Group
Ohio
$56.2M -$2.56M 9 3.59% Reduced
1937
CEI
Clark Estates Inc
New York
$56.1M -$3.19M 7 12.92% Reduced
1938
L1 Capital
L1 Capital
Australia
$56M -$66.5M 1 1.88% Reduced
1939
CCA
Canyon Capital Advisors
Texas
$56M +$32.5M 1 6.35% Increased
1940
PI
Pennant Investors
New Jersey
$55.7M +$9.14M 2 16.64% Increased
1941
1WA
180 Wealth Advisors
Washington
$55.7M -$1.23M 10 5.58% Reduced
1942
CIM
Coleford Investment Management
Canada
$55.7M +$17.3M 3 12.14% Increased
1943
SWM
Sendero Wealth Management
Texas
$55.6M -$11.6M 7 5.54% Reduced
1944
CA
Claar Advisors
New York
$55.6M -$7.71M 2 17.91% Reduced
1945
FFBTD
First Financial Bank - Trust Division
Ohio
$55.4M +$338K 6 3.95% Increased
1946
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$55.4M +$916K 6 3.29% Increased
1947
PCS
Personal CFO Solutions
New Jersey
$55.4M +$454K 10 8.01% Increased
1948
NIP
Nicholas Investment Partners
California
$55.3M +$2.16M 5 2.83% Increased
1949
KJWM
Kiley Juergens Wealth Management
Washington
$55.1M -$645K 6 8.63% Reduced
1950
TSM
Two Star Manager
Florida
$55.1M -$1.02M 1 22.3% Reduced