< The 2014 All-America Research TeamAlexia QuadraniJ.P. MorganFirst-place appearances: 1

Total appearances: 15

Team debut: 1999Vaulting from runner-up after two years to claim the No. 2 position on this lineup is Alexia Quadrani of J.P. Morgan. She tracks 23 U.S. media stocks and is bullish on the group, which jumped 21.5 percent year to date through mid-September, besting the nation’s broad market by 4 percentage points. “We favor large-cap entertainment companies and, in particular, owners of content,” Quadrani advises. “The owners and producers of content continue to be in the most valuable position in the broader media space. The way content is consumed may continue to evolve, but if you own the right content, you will not only remain relevant but continue to have the leverage in negotiations and be able to monetize that asset.”