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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
201	First Eagle Investment Management New York	$367M	+$353M	6	1.11%	New
202	Polen Capital Management Boca Raton, Florida	$365M	+$352M	1	8.67%	New
203	SIG Senator Investment Group New York	$364M	+$353M	2	5.66%	New
204	FC Fairpointe Capital Chicago, Illinois	$363M	+$330M	5	7.29%	New
205	USSCPF United States Steel & Carnegie Pension Fund New York	$361M	+$354M	4	8.09%	New
206	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$359M	+$342M	5	14.38%	New
207	Sarasin & Partners London, United Kingdom	$358M	+$349M	3	5.1%	New
208	TGA Trilogy Global Advisors Winter Park, Florida	$355M	+$345M	2	8.24%	New
209	CCM Cornerstone Capital Management Edina, Minnesota	$355M	+$345M	4	11.68%	New
210	Corvex Management New York	$345M	+$327M	2	6.49%	New
211	AWM Ashmore Wealth Management Wilmington, Delaware	$343M	+$331M	1	8.1%	New
212	Acadian Asset Management Boston, Massachusetts	$337M	+$331M	13	2.35%	New
213	TPSF Texas Permanent School Fund Austin, Texas	$333M	+$324M	16	3.47%	New
214	Ninety One (UK) London, United Kingdom	$332M	+$312M	5	2.54%	New
215	Mackenzie Financial Toronto Ontario, Ontario, Canada	$331M	+$363M	9	1.58%	New
216	Canada Life Winnipeg, Manitoba, Canada	$331M	+$374M	11	2.17%	New
217	US Bancorp Minneapolis, Minnesota	$329M	+$321M	29	1.5%	New
218	Zevenbergen Capital Investments Edmonds, Washington	$325M	+$315M	3	13.15%	New
219	Harris Associates Chicago, Illinois	$325M	+$317M	5	0.68%	New
220	PC Paulson & Co New York	$323M	+$319M	1	2.28%	New
221	Factory Mutual Insurance Waltham, Massachusetts	$322M	+$315M	5	5.28%	New
222	Comerica Bank Dallas, Texas	$322M	+$314M	25	2.62%	New
223	Veritas Asset Management London, United Kingdom	$318M	+$307M	2	7.58%	New
224	DSM Capital Partners Palm Beach Gardens, Florida	$315M	+$311M	3	7.82%	New
225	Millennium Management New York	$315M	+$302M	24	0.97%	New