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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	Egerton Capital (UK) London, United Kingdom	$601M	+$95.6M	1	6.24%	Increased
202	AWM Ashmore Wealth Management Wilmington, Delaware	$600M	$0	2	12.74%	Maintained
203	IVA International Value Advisers	$599M	-$3.63M	5	15.84%	Reduced
204	Capital Guardian Trust Los Angeles, California	$597M	+$9.13M	17	4.64%	Increased
205	Gabelli Funds Rye, New York	$594M	-$11.2M	27	3.59%	Reduced
206	AIG American International Group New York	$587M	+$227M	47	2.41%	Increased
207	Glenview Capital Management New York	$586M	-$395M	2	3.3%	Reduced
208	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$584M	+$44.8M	13	1.61%	Increased
209	Sculptor Capital New York	$584M	-$58.5M	5	3.19%	Reduced
210	Corvex Management New York	$584M	+$555M	1	7.77%	New
211	Marshall Wace London, United Kingdom	$583M	+$98.7M	14	5.47%	Increased
212	HMP HS Management Partners New York	$583M	+$62.4M	5	22.98%	Increased
213	TCMV Technology Crossover Management VII Menlo Park, California	$576M	$0	1	35.28%	Maintained
214	SCM Scopia Capital Management New York	$570M	+$53.2M	2	11.31%	Increased
215	Epoch Investment Partners New York	$565M	+$14.1M	4	2.24%	Increased
216	ProShare Advisors Bethesda, Maryland	$555M	+$30.6M	22	6.73%	Increased
217	Luther King Capital Management (LKCM) Fort Worth, Texas	$552M	+$11.9M	13	5.17%	Increased
218	Magellan Asset Management Sydney, Australia	$551M	-$285M	2	3.09%	Reduced
219	First Manhattan New York	$545M	+$77.1M	23	3.34%	Increased
220	Westwood Holdings Group Dallas, Texas	$544M	-$55.6M	9	4.72%	Reduced
221	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$542M	+$55.5M	9	5.7%	Increased
222	Sterling Capital Management Charlotte, North Carolina	$541M	+$53.5M	14	4.79%	Increased
223	EC Eminence Capital New York	$539M	-$65.2M	3	6.71%	Reduced
224	Two Sigma Investments New York	$531M	-$349M	27	2.55%	Reduced
225	KeyBank National Association Cleveland, Ohio	$531M	-$7.9M	13	3.57%	Reduced