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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	Global X Management Company New York	$11.7M	+$6.89M	2	0.65%	Increased
302	IP Interval Partners New York	$11.7M	+$8.25M	1	1.76%	Increased
303	CCM Criterion Capital Management San Francisco, California	$11.6M	-$27.6M	1	0.44%	Reduced
304	Panagora Asset Management Boston, Massachusetts	$11.6M	-$357K	7	0.06%	Reduced
305	SCM Sandler Capital Management New York	$11.6M	+$11M	3	0.61%	New
306	PWAM Park West Asset Management San Francisco, California	$11.6M	-$7.38M	2	1.83%	Reduced
307	Daiwa Securities Group Tokyo, Japan	$11.6M	+$3.85M	5	0.08%	Increased
308	River Road Asset Management Louisville, Kentucky	$11.5M	-$1.5M	1	0.16%	Reduced
309	MCM Maryland Capital Management Towson, Maryland	$11.4M	+$205K	1	1.87%	Increased
310	PVH Psagot Value Holdings Tel Aviv, Israel	$11.3M	$0	1	0.39%	Maintained
311	HCM Huber Capital Management El Segundo, California	$11.2M	-$5.8M	1	0.35%	Reduced
312	LCM Lafitte Capital Management Austin, Texas	$11.2M	+$1.53M	2	10.05%	Increased
313	RA RiverPark Advisors New York	$11.1M	-$243K	3	6.22%	Reduced
314	IRF IBM Retirement Fund Armonk, New York	$11M	+$276K	4	0.21%	Increased
315	PAM Premier Asset Management Chicago, Illinois	$10.9M	+$550K	1	2.66%	Increased
316	Schroder Investment Management Group London, United Kingdom	$10.8M	+$723K	2	0.02%	Increased
317	ProShare Advisors Bethesda, Maryland	$10.7M	+$1.77M	7	0.13%	Increased
318	PCMF Private Capital Management (Florida) Naples, Florida	$10.7M	-$11.6K	1	1.18%	Reduced
319	CCA Covey Capital Advisors Atlanta, Georgia	$10.7M	+$4.76M	1	6.32%	Increased
320	EA Euclid Advisors Hartford, Connecticut	$10.6M	-$9.96M	2	0.1%	Reduced
321	Cullen/Frost Bankers San Antonio, Texas	$10.5M	+$10.9M	1	0.4%	New
322	BAM Baring Asset Management London, United Kingdom	$10.5M	+$4.4M	1	0.67%	Increased
323	AIG American International Group New York	$10.5M	-$2.59M	13	0.05%	Reduced
324	Axa Paris, France	$10.3M	+$3.03M	3	0.04%	Increased
325	VanEck Associates New York	$10.1M	-$493K	9	0.06%	Reduced