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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
276	Nordea Investment Management Stockholm, Sweden	$13.4M	+$14.3M	4	0.08%	New
277	WCMNY Westchester Capital Management (New York) Valhalla, New York	$13.2M	+$14M	1	0.25%	New
278	SEI Trust Company Oaks, Pennsylvania	$13M	+$13.7M	2	0.16%	New
279	HCMT Highland Capital Management (Texas) Dallas, Texas	$13M	+$13.7M	1	1%	New
280	Capstone Investment Advisors New York	$12.9M	+$13.5M	1	0.14%	New
281	British Columbia Investment Management Victoria, British Columbia, Canada	$12.7M	+$13M	3	0.1%	New
282	MMEA Mark Morris et al	$12.7M	+$12.4M	2	4.55%	New
283	LBIM Land & Buildings Investment Management Stamford, Connecticut	$12.5M	+$13.2M	2	11.7%	New
284	Scout Investments Kansas City, Missouri	$12.4M	+$12.9M	1	0.14%	New
285	JCM JD Capital Management Darien, Connecticut	$12.3M	+$12.5M	2	0.93%	New
286	UBS O'Connor Chicago, Illinois	$12.2M	+$12.9M	1	0.23%	New
287	DIA Denver Investment Advisors Denver, Colorado	$12.2M	+$12.8M	2	0.28%	New
288	VanEck Associates New York	$12.2M	+$12.6M	8	0.07%	New
289	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$11.9M	+$12.5M	5	0.11%	New
290	KM Kylin Management New York	$11.9M	+$12.5M	1	5.68%	New
291	Los Angeles Capital Management Los Angeles, California	$11.8M	+$11.7M	7	0.17%	New
292	AA Ancient Art Austin, Texas	$11.8M	+$12.4M	1	3.21%	New
293	LI LMCG Investments Boston, Massachusetts	$11.7M	+$10M	2	0.31%	New
294	MCM Maryland Capital Management Towson, Maryland	$11.6M	+$12.2M	1	2.01%	New
295	Bessemer Group Woodbridge, New Jersey	$11.5M	+$11M	6	0.1%	New
296	USAA United Services Automobile Association San Antonio, Texas	$11.2M	+$11.7M	3	0.05%	New
297	OCM OMT Capital Management San Francisco, California	$11.1M	+$9.44M	1	3.78%	New
298	BII Baring International Investment London, United Kingdom	$11.1M	+$11.7M	1	0.48%	New
299	MLICM Metropolitan Life Insurance Company (MetLife) New York	$11M	+$11.2M	8	0.09%	New
300	SAM Shell Asset Management The Hague, Netherlands	$11M	+$11.4M	4	0.21%	New