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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	ACM Atlanta Capital Management Atlanta, Georgia	$493M	+$2.74M	5	3.54%	Increased
202	BAMCO Inc New York	$487M	+$77.8M	9	2.02%	Increased
203	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$485M	+$9.88M	12	3.9%	Increased
204	CCM Cornerstone Capital Management Edina, Minnesota	$466M	+$64.5M	5	15.26%	Increased
205	Korea Investment Corp Seoul, South Korea	$466M	+$6.89M	10	3.8%	Increased
206	I.G. Investment Management Winnipeg, Manitoba, Canada	$464M	+$46M	10	1.66%	Increased
207	TGA Trilogy Global Advisors Winter Park, Florida	$462M	-$119M	3	9.77%	Reduced
208	MG Meritage Group San Francisco, California	$462M	-$42M	3	8.87%	Reduced
209	AWM Ashmore Wealth Management Wilmington, Delaware	$455M	$0	1	9.11%	Maintained
210	ACI AMP Capital Investors Sydney, Australia	$451M	-$24M	18	2.85%	Reduced
211	ING Group Amsterdam, Netherlands	$447M	-$65M	10	2.6%	Reduced
212	BRC Blue Ridge Capital New York	$445M	-$82M	2	5.27%	Reduced
213	BC Brahman Capital New York	$444M	+$98.8M	1	9.73%	Increased
214	KeyBank National Association Cleveland, Ohio	$433M	-$17.1M	15	2.97%	Reduced
215	US Bancorp Minneapolis, Minnesota	$433M	-$9.52M	35	1.75%	Reduced
216	MC Montag & Caldwell Atlanta, Georgia	$431M	-$52.7M	3	4.48%	Reduced
217	DSM Capital Partners Palm Beach Gardens, Florida	$431M	+$7.82M	6	8.55%	Increased
218	EA Euclid Advisors Hartford, Connecticut	$421M	+$303M	10	3.02%	Increased
219	CIBC Private Wealth Group Atlanta, Georgia	$417M	-$2.05M	6	3.28%	Reduced
220	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$415M	-$58.2M	13	1.13%	Reduced
221	CCM Criterion Capital Management San Francisco, California	$413M	-$65.9M	7	12.08%	Reduced
222	AIG American International Group New York	$408M	+$6.45M	46	1.8%	Increased
223	Luther King Capital Management (LKCM) Fort Worth, Texas	$407M	+$21M	14	3.34%	Increased
224	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$405M	+$2.62M	20	4.8%	Increased
225	Aviva London, United Kingdom	$399M	+$811K	15	3.16%	Increased