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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	Public Employees Retirement Association of Colorado Denver, Colorado	$49M	+$36.3M	11	0.32%	Increased
227	SAM Serengeti Asset Management New York	$49M	-$4.82M	2	9.82%	Reduced
228	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$48.9M	-$5.96M	2	2.39%	Reduced
229	Guggenheim Capital Chicago, Illinois	$48.1M	-$102M	14	0.32%	Reduced
230	Winton Group London, United Kingdom	$47.9M	+$15.1M	12	1.22%	Increased
231	Caledonia Investments (Australia) Sydney NSW, Australia	$47.3M	+$3.22M	1	0.73%	Increased
232	UMA USA Mutuals Advisors Dallas, Texas	$46.8M	-$4.71M	7	29.43%	Reduced
233	TCG Tremblant Capital Group West Palm Beach, Florida	$46.5M	+$6.14M	1	2.73%	Increased
234	ACM AEW Capital Management Boston, Massachusetts	$45.7M	+$11.8M	1	1.22%	Increased
235	CGI Calixto Global Investors Coral Gables, Florida	$45.5M	-$16.3M	1	11.59%	Reduced
236	AC Ascend Capital Orinda, California	$45.4M	-$16.1M	5	2.14%	Reduced
237	Lasalle Investment Management Securities Baltimore, Maryland	$45.2M	+$38.6M	1	0.93%	Increased
238	Centersquare Investment Management Conshohocken, Pennsylvania	$44.5M	+$2.72M	1	0.63%	Increased
239	SI Sensato Investors San Francisco, California	$44.4M	-$8.68M	2	6.83%	Reduced
240	Calamos Advisors Naperville, Illinois	$44.3M	+$14.1M	1	0.27%	Increased
241	DekaBank Deutsche Girozentrale Frankfurt, Germany	$43.7M	+$999K	6	0.28%	Increased
242	AIG American International Group New York	$43.4M	+$1.55M	17	0.15%	Increased
243	Martingale Asset Management Boston, Massachusetts	$42.4M	+$16.2M	6	0.52%	Increased
244	BA Boston Advisors Boston, Massachusetts	$41.8M	+$6.03M	4	1.05%	Increased
245	OCAM Owl Creek Asset Management New York	$41.4M	$0	1	1.27%	Maintained
246	Chevy Chase Trust Bethesda, Maryland	$41.3M	+$359K	2	0.18%	Increased
247	JGC J. Goldman & Co New York	$41.1M	+$19.9M	10	2.12%	Increased
248	Comerica Bank Dallas, Texas	$40.9M	-$935K	13	0.29%	Reduced
249	Los Angeles Capital Management Los Angeles, California	$40.8M	-$9.38M	7	0.23%	Reduced
250	PNC Financial Services Group Pittsburgh, Pennsylvania	$40.7M	-$7.69M	13	0.04%	Reduced