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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	SCM Shapiro Capital Management Atlanta, Georgia	$665M	-$9.6M	8	15.94%	Reduced
202	DnB Asset Management Oslo, Norway	$665M	+$122M	13	10.44%	Increased
203	Factory Mutual Insurance Waltham, Massachusetts	$663M	-$7.12M	7	7.85%	Reduced
204	NN Investment Partners Holdings The Hague, Netherlands	$658M	+$40.4M	16	6.24%	Increased
205	First Manhattan New York	$658M	-$8.21M	29	3.91%	Reduced
206	Generation Investment Management London, United Kingdom	$653M	-$3.52M	2	7.15%	Reduced
207	USS Investment Management London, United Kingdom	$653M	+$27.6M	7	9.02%	Increased
208	BNP Paribas Asset Management Paris, France	$648M	+$1.71M	19	5.94%	Increased
209	Robeco Institutional Asset Management Rotterdam, Netherlands	$646M	+$27.3M	15	4.3%	Increased
210	Soroban Capital Partners New York	$635M	+$605M	2	3.33%	New
211	TCM Tybourne Capital Management Hong Kong	$623M	+$3.36M	2	27.93%	Increased
212	Luther King Capital Management (LKCM) Fort Worth, Texas	$611M	-$7.9M	11	5.62%	Reduced
213	Lord, Abbett & Co Jersey City, New Jersey	$600M	+$74.2M	10	1.79%	Increased
214	Findlay Park Partners London, United Kingdom	$599M	-$2.4M	2	6.36%	Reduced
215	Alkeon Capital Management New York	$598M	-$140M	4	10.32%	Reduced
216	HCM Highfields Capital Management Boston, Massachusetts	$594M	-$576M	4	5.51%	Reduced
217	Banque Pictet & Cie Geneva 73, Switzerland	$593M	-$10.7M	8	14.65%	Reduced
218	KeyBank National Association Cleveland, Ohio	$592M	-$4.18M	15	3.55%	Reduced
219	VVP Vulcan Value Partners Birmingham, Alabama	$587M	-$65.7M	2	5.07%	Reduced
220	FC Fairpointe Capital Chicago, Illinois	$587M	-$19.7M	7	11.43%	Reduced
221	MLICM Metropolitan Life Insurance Company (MetLife) New York	$586M	-$7.75M	33	4.07%	Reduced
222	AIG American International Group New York	$580M	+$1.94M	44	2.12%	Increased
223	BRC Blue Ridge Capital New York	$580M	-$171M	2	7.54%	Reduced
224	Point72 Asset Management Stamford, Connecticut	$572M	+$199M	17	3.19%	Increased
225	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$563M	$0	1	23.32%	Maintained