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Casinos

Casino resorts combine a gaming floor with hotels, dining, and entertainment, and the licence to operate is usually the scarcest asset. Earnings track travel and discretionary spending closely.

24 stocks

# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
226
SGAM
Smith Group Asset Management
Texas
$26.3M -$10.1M 1 0.76% Reduced
227
ACM
Archer Capital Management
New York
$26.3M -$179K 1 9.55% Reduced
228
Axa
Axa
France
$25.7M -$5.28M 5 0.12% Reduced
229
HI
Honeywell International
North Carolina
$25.7M +$22.1M 2 0.83% Increased
230
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$25.6M +$10.4M 5 0.79% Increased
231
Ariel Investments
Ariel Investments
Illinois
$25.2M -$995K 1 0.3% Reduced
232
Advisors Capital Management
Advisors Capital Management
New Jersey
$25.2M +$10.9M 2 2.17% Increased
233
Epoch Investment Partners
Epoch Investment Partners
New York
$25.2M +$18.6M 2 0.08% Increased
234
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$24.8M -$10.7M 2 1.79% Reduced
235
Tocqueville Asset Management
Tocqueville Asset Management
New York
$24.7M +$2.15M 2 0.3% Increased
236
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$24.6M -$1.01M 1 0.27% Reduced
237
KBC Group
KBC Group
Belgium
$24.5M -$1.33M 7 0.22% Reduced
238
AWCI
Alpine Woods Capital Investors
New York
$24.2M +$23.4M 2 1.29% New
239
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$24M +$2.08M 4 0.19% Increased
240
US Bancorp
US Bancorp
Minnesota
$24M +$6.02M 11 0.08% Increased
241
TCW Group
TCW Group
California
$23.6M -$1.09M 3 0.2% Reduced
242
RCM
Riverpark Capital Management
New York
$23.5M +$19.6M 1 3.3% Increased
243
MPMG
Minneapolis Portfolio Management Group
Minnesota
$23.5M +$1M 1 3.91% Increased
244
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$23.4M +$2.86M 1 1.56% Increased
245
PEAK6 Group
PEAK6 Group
Illinois
$23.4M +$6.61M 8 0.19% Increased
246
GIG
Goodnow Investment Group
Connecticut
$23.1M +$1.16M 1 5.31% Increased
247
Castleark Management
Castleark Management
Illinois
$22.9M +$14.6M 2 0.72% Increased
248
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$22.8M +$172K 5 0.06% Increased
249
YP
YG Partners
New York
$22.3M +$2.57M 2 8.61% Increased
250
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$22.1M +$4.53M 2 0.98% Increased
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