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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	CIBC World Market Toronto, Ontario, Canada	$785M	+$55M	12	2.53%	Increased
177	Jane Street New York	$772M	+$233M	24	3.44%	Increased
178	MFM MHR Fund Management New York	$769M	$0	2	47.08%	Maintained
179	Capital Guardian Trust Los Angeles, California	$763M	+$4.11M	11	5.71%	Increased
180	TCW Group Los Angeles, California	$763M	-$177M	6	6.36%	Reduced
181	Gateway Investment Advisers Cincinnati, Ohio	$758M	-$14.6M	16	6.95%	Reduced
182	ACI AMP Capital Investors Sydney, Australia	$756M	+$31.2M	21	4.5%	Increased
183	Mawer Investment Management Calgary, Alberta, Canada	$754M	+$33M	5	7.28%	Increased
184	US Bancorp Minneapolis, Minnesota	$753M	+$35.6M	42	2.58%	Increased
185	Gabelli Funds Rye, New York	$746M	-$6.54M	35	4.4%	Reduced
186	State of Michigan Retirement System Lansing, Michigan	$744M	+$45.4M	15	5.76%	Increased
187	Stifel Financial St. Louis, Missouri	$744M	+$92.4M	25	2.88%	Increased
188	TCMV Technology Crossover Management VII Menlo Park, California	$744M	$0	1	30.05%	Maintained
189	C WorldWide Group Copenhagen, Denmark	$728M	+$62M	4	12.33%	Increased
190	British Columbia Investment Management Victoria, British Columbia, Canada	$726M	+$13.2M	16	5.76%	Increased
191	Calamos Advisors Naperville, Illinois	$725M	-$76.7M	9	5.71%	Reduced
192	Fiduciary Management Inc Milwaukee, Wisconsin	$725M	-$9.05M	1	4.2%	Reduced
193	Causeway Capital Management Los Angeles, California	$715M	+$84.5M	2	9.68%	Increased
194	Balyasny Asset Management Chicago, Illinois	$710M	-$23.9M	21	3.31%	Reduced
195	Fayez Sarofim & Co Houston, Texas	$708M	-$27.9M	9	3.86%	Reduced
196	PIM Platinum Investment Management Sydney Australia 2000, Australia	$700M	-$21.4M	3	19.4%	Reduced
197	Aperio Group Sausalito, California	$699M	+$30.2M	31	4.78%	Increased
198	Manning & Napier Advisors Fairport, New York	$686M	-$371M	5	5.32%	Reduced
199	SCM Scopia Capital Management New York	$684M	-$89.3M	2	12.64%	Reduced
200	William Blair & Company Chicago, Illinois	$684M	+$64.3M	15	5.51%	Increased