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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	C WorldWide Group Copenhagen, Denmark	$887M	+$23.2M	4	12.61%	Increased
177	Aperio Group Sausalito, California	$868M	+$51.3M	33	4.9%	Increased
178	ACI AMP Capital Investors Sydney, Australia	$856M	+$34.4M	20	4.82%	Increased
179	Two Sigma Advisers New York	$852M	+$133M	32	2.41%	Increased
180	Stifel Financial St. Louis, Missouri	$850M	+$6.65M	25	2.95%	Increased
181	US Bancorp Minneapolis, Minnesota	$848M	+$33.5M	41	2.72%	Increased
182	Commerzbank Aktiengesellschaft Frankfurt, Germany	$848M	+$227M	13	11.17%	Increased
183	DekaBank Deutsche Girozentrale Frankfurt, Germany	$844M	+$5.89M	17	6.58%	Increased
184	Beutel, Goodman & Co Toronto, Ontario, Canada	$843M	-$7.07M	1	6.4%	Reduced
185	SCM Suvretta Capital Management New York	$833M	+$205M	3	23.51%	Increased
186	CIBC World Markets New York	$812M	+$181M	13	7.79%	Increased
187	Flossbach Von Storch Cologne, Germany	$811M	+$191M	6	8.45%	Increased
188	Gateway Investment Advisers Cincinnati, Ohio	$809M	-$11.2M	15	7%	Reduced
189	Melvin Capital Management New York	$791M	+$128M	4	9.52%	Increased
190	SCM Scopia Capital Management New York	$781M	-$89.4M	3	12.35%	Reduced
191	British Columbia Investment Management Victoria, British Columbia, Canada	$779M	+$18.2M	15	6.02%	Increased
192	Point72 Asset Management Stamford, Connecticut	$766M	-$11.5M	13	3.42%	Reduced
193	TCW Group Los Angeles, California	$765M	-$27.9M	6	6.08%	Reduced
194	Calamos Advisors Naperville, Illinois	$756M	+$1.36M	8	5.85%	Increased
195	Fayez Sarofim & Co Houston, Texas	$743M	+$38.7M	9	3.91%	Increased
196	First Manhattan New York	$724M	+$249K	30	4.15%	Increased
197	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$723M	+$71.9M	15	2.32%	Increased
198	BNP Paribas Asset Management Paris, France	$723M	+$40.4M	17	6.12%	Increased
199	Gabelli Funds Rye, New York	$718M	-$17.6M	37	4.11%	Reduced
200	Westfield Capital Management Boston, Massachusetts	$716M	-$102M	6	5.5%	Reduced