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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	Stifel Financial St. Louis, Missouri	$1.05B	-$26.3M	29	3.22%	Reduced
177	DCP Darsana Capital Partners New York	$1.04B	-$56.3M	5	32.6%	Reduced
178	LT Lindsell Train London, United Kingdom	$1.04B	-$16.6M	3	25.7%	Reduced
179	AMF Tjänstepension Stockholm, Sweden	$1.01B	+$332M	6	9.78%	Increased
180	William Blair & Company Chicago, Illinois	$1.01B	+$7.56M	21	6.88%	Increased
181	Alkeon Capital Management New York	$993M	+$235M	4	4.63%	Increased
182	Gateway Investment Advisers Cincinnati, Ohio	$977M	-$11.3M	14	8.64%	Reduced
183	ACI AMP Capital Investors Sydney, Australia	$975M	-$29.7M	21	5.4%	Reduced
184	Westfield Capital Management Boston, Massachusetts	$972M	+$86.3M	9	7.26%	Increased
185	Acadian Asset Management Boston, Massachusetts	$961M	+$2.41M	28	4.16%	Increased
186	Lord, Abbett & Co Jersey City, New Jersey	$959M	+$154M	13	2.8%	Increased
187	Soroban Capital Partners New York	$958M	-$975M	3	12.95%	Reduced
188	Causeway Capital Management Los Angeles, California	$950M	+$81.4M	2	9.6%	Increased
189	Maverick Capital Dallas, Texas	$943M	+$384M	7	11.02%	Increased
190	NN Investment Partners Holdings The Hague, Netherlands	$936M	-$77.6M	15	6.83%	Reduced
191	USS Investment Management London, United Kingdom	$929M	-$97.2M	7	10.15%	Reduced
192	William Blair Investment Management Chicago, Illinois	$922M	-$127M	6	3.43%	Reduced
193	TCW Group Los Angeles, California	$920M	+$8.8M	7	7.46%	Increased
194	First Manhattan New York	$919M	+$130M	31	5.3%	Increased
195	Flossbach Von Storch Cologne, Germany	$918M	+$50.8M	6	9%	Increased
196	Natixis Paris, France	$917M	+$289M	17	4.86%	Increased
197	DnB Asset Management Oslo, Norway	$915M	-$41.8M	13	10.8%	Reduced
198	Teacher Retirement System of Texas Austin, Texas	$913M	+$38.3M	30	5.79%	Increased
199	SA SPO Advisory San Anselmo, California	$906M	+$11M	3	19.05%	Increased
200	Mawer Investment Management Calgary, Alberta, Canada	$877M	-$35.7M	5	7.09%	Reduced