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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	ACI AMP Capital Investors Sydney, Australia	$473M	-$27.6M	17	2.93%	Reduced
202	CIM Contrarius Investment Management St. Helier, Jersey	$468M	-$28M	9	33.4%	Reduced
203	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$467M	-$14.5M	12	3.72%	Reduced
204	Sculptor Capital New York	$464M	-$195M	3	1.38%	Reduced
205	Korea Investment Corp Seoul, South Korea	$457M	-$10.6M	9	3.8%	Reduced
206	FC Fairpointe Capital Chicago, Illinois	$454M	-$10.8M	4	6.06%	Reduced
207	AWM Ashmore Wealth Management Wilmington, Delaware	$452M	-$424K	1	8.72%	Reduced
208	CCM Criterion Capital Management San Francisco, California	$451M	+$10.3M	4	13.45%	Increased
209	KeyBank National Association Cleveland, Ohio	$444M	-$10.2M	16	2.95%	Reduced
210	EPCM Eton Park Capital Management New York	$441M	+$85.1M	2	6.57%	Increased
211	Aristeia Capital Greenwich, Connecticut	$440M	+$420M	2	11.32%	Increased
212	Nordea Investment Management Stockholm, Sweden	$440M	+$62.1M	17	1.84%	Increased
213	US Bancorp Minneapolis, Minnesota	$439M	-$110K	33	1.75%	Reduced
214	VVP Vulcan Value Partners Birmingham, Alabama	$433M	+$161M	3	6.4%	Increased
215	I.G. Investment Management Winnipeg, Manitoba, Canada	$432M	+$101M	10	1.48%	Increased
216	Two Sigma Investments New York	$428M	-$18.9M	24	1.93%	Reduced
217	BAMCO Inc New York	$422M	-$6.41M	8	1.68%	Reduced
218	Factory Mutual Insurance Waltham, Massachusetts	$422M	+$12.4M	5	5.76%	Increased
219	DSM Capital Partners Palm Beach Gardens, Florida	$421M	+$24.7M	5	8.55%	Increased
220	Point72 Asset Management Stamford, Connecticut	$416M	+$394M	18	2.67%	New
221	CIBC Private Wealth Group Atlanta, Georgia	$415M	+$39.9M	5	3.37%	Increased
222	Sarasin & Partners London, United Kingdom	$415M	+$11.9M	2	5.8%	Increased
223	Discovery Capital Management South Norwalk, Connecticut	$412M	-$861M	3	3.94%	Reduced
224	Atalanta Sosnoff Capital New York	$412M	-$155M	4	9.01%	Reduced
225	BC Brahman Capital New York	$411M	+$139M	1	11.38%	Increased