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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	$492M	+$4.54M	4	3.38%	Increased
202	MLICM Metropolitan Life Insurance Company (MetLife) New York	$488M	-$2.25M	33	3.38%	Reduced
203	BC Brahman Capital New York	$478M	+$18.6M	1	13.62%	Increased
204	SSM Sound Shore Management Greenwich, Connecticut	$478M	+$145M	3	7.52%	Increased
205	ING Group Amsterdam, Netherlands	$475M	+$38.8M	12	2.24%	Increased
206	First Eagle Investment Management New York	$473M	-$150M	9	1.15%	Reduced
207	HMP HS Management Partners New York	$471M	+$107M	3	18.81%	Increased
208	SIG Senator Investment Group New York	$464M	-$97.2M	1	4.93%	Reduced
209	Appaloosa Management Miami Beach, Florida	$459M	-$280M	1	11.34%	Reduced
210	BAMCO Inc New York	$448M	-$15.4M	9	1.8%	Reduced
211	FC Fairpointe Capital Chicago, Illinois	$445M	+$1.43M	5	5.86%	Increased
212	ACI AMP Capital Investors Sydney, Australia	$444M	-$800K	22	2.71%	Reduced
213	TGA Trilogy Global Advisors Winter Park, Florida	$443M	-$18M	3	9.18%	Reduced
214	Generation Investment Management London, United Kingdom	$438M	+$263M	2	6.29%	Increased
215	EA Euclid Advisors Hartford, Connecticut	$432M	+$17.3M	10	4.03%	Increased
216	US Bancorp Minneapolis, Minnesota	$432M	+$5.62M	33	1.67%	Increased
217	KeyBank National Association Cleveland, Ohio	$432M	+$1.64M	15	2.84%	Increased
218	AMF Tjänstepension Stockholm, Sweden	$432M	+$435M	7	5.45%	New
219	Korea Investment Corp Seoul, South Korea	$429M	-$26.7M	10	3.52%	Reduced
220	Polen Capital Management Boca Raton, Florida	$426M	+$66.6M	1	8.77%	Increased
221	CCM Cornerstone Capital Management Edina, Minnesota	$425M	-$34.9M	5	13.79%	Reduced
222	ProShare Advisors Bethesda, Maryland	$423M	+$85.7M	24	4.93%	Increased
223	Berkshire Hathaway Omaha, Nebraska	$422M	-$135M	3	0.39%	Reduced
224	State of Michigan Retirement System Lansing, Michigan	$421M	-$172M	12	2.78%	Reduced
225	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$418M	+$15.1M	12	1.11%	Increased