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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
1951
QIM
Quest Investment Management
Oregon
$55M -$7.98M 5 6.43% Reduced
1952
GPTE
Generali Powszechne Towarzystwo Emerytalne
Poland
$55M +$17M 1 8.71% Increased
1953
GCIA
Gabelli & Co Investment Advisers
New York
$54.9M +$12.1M 12 7.99% Increased
1954
PFS
Physicians Financial Services
North Carolina
$54.9M +$552K 4 13.7% Increased
1955
WG
Wealth Group
North Carolina
$54.9M +$43.2M 4 13.7% Increased
1956
BAM
BOCHK Asset Management
Hong Kong
$54.9M -$4.03M 4 8.65% Reduced
1957
JIR
James Investment Research
Ohio
$54.7M -$1.28M 6 5.56% Reduced
1958
WCM
Whitener Capital Management
North Carolina
$54.6M -$277K 6 11.57% Reduced
1959
TC
Triavera Capital
California
$54.6M -$4.77M 3 29.69% Reduced
1960
Kohlberg Kravis Roberts & Co
Kohlberg Kravis Roberts & Co
New York
$54.6M $0 1 0.96% Maintained
1961
VAS
Valicenti Advisory Services
New York
$54.5M -$2.86M 5 10.29% Reduced
1962
BCM
Bourgeon Capital Management
Connecticut
$54.4M -$6.19M 3 8.01% Reduced
1963
DAM
Decagon Asset Management
United Kingdom
$54.4M +$48M 1 10.36% New
1964
EWS
Evergreen Wealth Solutions
Pennsylvania
$54.4M +$6.64M 6 2.84% Increased
1965
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
$54.3M +$56.8M 6 4.41% New
1966
SFG
SevenBridge Financial Group
Pennsylvania
$54.3M -$1.26M 6 7.98% Reduced
1967
AA
Alta Advisers
United Kingdom
$54.2M +$29M 7 12.29% Increased
1968
CA
Cornerstone Advisory
Maryland
$54.2M +$624K 5 4.5% Increased
1969
PP
PDS Planning
Ohio
$54.2M +$592K 11 3.14% Increased
1970
OQS
Occudo Quantitative Strategies
Florida
$54.2M -$13.3M 15 2.88% Reduced
1971
SG
StoneX Group
New York
$54.2M +$7.87M 8 2.18% Increased
1972
CWM
CMH Wealth Management
New Hampshire
$54.2M -$3.33M 3 8.27% Reduced
1973
KA
Kercheville Advisors
Texas
$54.1M -$3.11M 4 16.47% Reduced
1974
PWG
Portside Wealth Group
Utah
$53.9M +$1.7M 11 6.28% Increased
1975
CPA
Cardiff Park Advisors
California
$53.9M +$13.5M 5 4.18% Increased