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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
176	Citigroup New York	$638M	-$176M	49	0.57%	Reduced
177	Discovery Capital Management South Norwalk, Connecticut	$631M	+$133M	5	7.43%	Increased
178	Gabelli Funds Rye, New York	$628M	+$10.3M	28	3.29%	Increased
179	Comerica Bank Dallas, Texas	$624M	+$303M	23	2.68%	Increased
180	Teacher Retirement System of Texas Austin, Texas	$623M	-$5.05M	28	4.69%	Reduced
181	Horizon Kinetics New York	$618M	-$8.42M	16	8.89%	Reduced
182	First Eagle Investment Management New York	$612M	-$27.9M	10	1.46%	Reduced
183	Sarasin & Partners London, United Kingdom	$605M	-$8.98M	4	9.93%	Reduced
184	CIBC Private Wealth Group Atlanta, Georgia	$601M	+$7.37M	8	4.37%	Increased
185	Public Employees Retirement Association of Colorado Denver, Colorado	$595M	+$23.5M	25	4.87%	Increased
186	Aviva London, United Kingdom	$581M	-$8.7M	16	4.11%	Reduced
187	VVP Vulcan Value Partners Birmingham, Alabama	$578M	+$59M	2	5.48%	Increased
188	BNP Paribas Asset Management Paris, France	$574M	-$42.8M	21	4.65%	Reduced
189	CCI Columbus Circle Investors	$568M	+$194M	5	4.01%	Increased
190	HMP HS Management Partners New York	$564M	-$69.5M	4	21.57%	Reduced
191	Sustainable Growth Advisers Stamford, Connecticut	$560M	+$28.4M	3	11.42%	Increased
192	IVA International Value Advisers	$554M	+$61.9M	4	14.31%	Increased
193	Parnassus Investments San Francisco, California	$547M	-$15.9M	1	3.91%	Reduced
194	Natixis Paris, France	$546M	+$315M	10	7.39%	Increased
195	MLICM Metropolitan Life Insurance Company (MetLife) New York	$545M	+$98.5M	33	3.83%	Increased
196	PointState Capital New York	$542M	+$37.5M	5	6.34%	Increased
197	SEI Investments Oaks, Pennsylvania	$537M	-$34.7M	28	4.85%	Reduced
198	MG Meritage Group San Francisco, California	$533M	+$8.09M	3	11.95%	Increased
199	First Manhattan New York	$531M	-$5.29M	23	3.14%	Reduced
200	British Columbia Investment Management Victoria, British Columbia, Canada	$529M	+$11.6M	12	5.02%	Increased