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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
301	Marshall Wace London, United Kingdom	$25.8M	-$7.82M	10	0.02%	Reduced
302	JGC J. Goldman & Co New York	$25.7M	-$26.1M	6	0.66%	Reduced
303	Cetera Investment Advisers Schaumburg, Illinois	$25.7M	-$839K	11	0.02%	Reduced
304	Stock Yards Bank & Trust Louisville, Kentucky	$25.7M	-$972K	2	0.74%	Reduced
305	Handelsbanken Fonder Stockholm, Sweden	$25.4M	+$2.63M	2	0.07%	Increased
306	Panagora Asset Management Boston, Massachusetts	$25.4M	-$1.44M	2	0.08%	Reduced
307	SP Solel Partners Boston, Massachusetts	$25.3M	+$25.2M	1	4.29%	New
308	Davidson Kempner Capital Management New York	$25.2M	+$20.5M	2	0.3%	Increased
309	Amalgamated Bank New York	$25.2M	-$1.75M	11	0.17%	Reduced
310	1832 Asset Management Toronto, Ontario, Canada	$24.4M	+$2.55M	2	0.01%	Increased
311	QRG Capital Management Chicago, Illinois	$24.3M	+$2.24M	7	0.2%	Increased
312	Lighthouse Investment Partners Palm Beach Gardens, Florida	$23.7M	+$3.39M	5	0.65%	Increased
313	HS Hazelview Securities Toronto, Ontario, Canada	$23.6M	+$9.81M	2	3.27%	Increased
314	VanEck Associates New York	$23.5M	-$13.4M	3	0.01%	Reduced
315	Copeland Capital Management Conshohocken, Pennsylvania	$23.4M	-$399K	1	0.48%	Reduced
316	Fjarde Ap-fonden Stockholm, Sweden	$23.4M	-$2.63M	3	0.11%	Reduced
317	Y-Intercept (HK) Hong Kong	$23.3M	-$7.25M	8	0.46%	Reduced
318	Andra AP-fonden Goteborg, Sweden	$23.1M	+$2.24M	3	0.26%	Increased
319	Swiss Life Asset Management Zurich,	$23M	-$1.1M	10	0.1%	Reduced
320	IFM Investors Melbourne, Australia	$23M	+$2.41M	3	0.15%	Increased
321	HRES Heitman Real Estate Securities Chicago, Illinois	$22.9M	-$159K	2	1.47%	Reduced
322	Oppenheimer Asset Management New York	$22.7M	-$196K	8	0.24%	Reduced
323	CIBC World Market Toronto, Ontario, Canada	$22.6M	+$2.25M	6	0.04%	Increased
324	OMERS Administration Corp Toronto, Ontario, Canada	$22.6M	+$20.7M	3	0.14%	Increased
325	Border to Coast Pensions Partnership Leeds, United Kingdom	$22.5M	+$2.8M	1	0.33%	Increased