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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	$592M	+$890K	19	3.96%	Increased
202	FWM Frontier Wealth Management Kansas City, Missouri	$587M	+$556M	8	49.15%	Increased
203	SG Americas Securities New York	$575M	-$250M	27	4.15%	Reduced
204	Magellan Asset Management Sydney, Australia	$559M	+$17.3M	2	3.01%	Increased
205	AIG American International Group New York	$558M	-$4.59M	47	2.18%	Reduced
206	HCM Hitchwood Capital Management New York	$557M	+$164M	3	15.09%	Increased
207	USS Investment Management London, United Kingdom	$555M	-$51M	5	9.33%	Reduced
208	IVA International Value Advisers	$551M	-$17M	5	15.96%	Reduced
209	DekaBank Deutsche Girozentrale Frankfurt, Germany	$548M	+$35.5M	17	6.48%	Increased
210	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$545M	+$20.3M	10	5.46%	Increased
211	SIG Senator Investment Group New York	$542M	+$378M	2	7.15%	Increased
212	Sterling Capital Management Charlotte, North Carolina	$537M	-$29.1M	12	4.88%	Reduced
213	First Manhattan New York	$535M	-$32.8M	23	3.29%	Reduced
214	Third Point New York	$534M	+$515M	1	4.92%	New
215	Commerzbank Aktiengesellschaft Frankfurt, Germany	$533M	-$193M	16	4.47%	Reduced
216	CCI Columbus Circle Investors	$533M	-$157M	6	4.75%	Reduced
217	Institutional Capital Chicago, Illinois	$520M	-$157M	3	5.53%	Reduced
218	NN Investment Partners Holdings The Hague, Netherlands	$518M	+$497M	15	4.97%	New
219	TCMV Technology Crossover Management VII Menlo Park, California	$515M	$0	1	31.31%	Maintained
220	Factory Mutual Insurance Waltham, Massachusetts	$505M	+$192M	7	6.53%	Increased
221	AC Alleghany Corporation New York	$501M	+$80.5M	2	18.47%	Increased
222	BRC Blue Ridge Capital New York	$498M	+$215M	3	6.06%	Increased
223	Luther King Capital Management (LKCM) Fort Worth, Texas	$495M	-$17.9M	13	4.92%	Reduced
224	MLICM Metropolitan Life Insurance Company (MetLife) New York	$494M	-$7.02M	31	3.8%	Reduced
225	Aperio Group Sausalito, California	$492M	+$14.6M	26	4.21%	Increased