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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
326	AA Ancient Art Austin, Texas	$9.77M	$0	1	2.49%	Maintained
327	Laurion Capital Management New York	$9.73M	+$10.3M	1	0.21%	New
328	PRCM Pine River Capital Management Minnetonka, Minnesota	$9.67M	+$5.95M	3	0.11%	Increased
329	RCM Raptor Capital Management Boston, Massachusetts	$9.64M	+$7.91M	1	7.57%	Increased
330	BCM BBT Capital Management Fort Worth, Texas	$9.61M	+$6.47M	2	0.53%	Increased
331	River Road Asset Management Louisville, Kentucky	$9.43M	+$4.93M	1	0.13%	Increased
332	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$9.4M	$0	1	0.7%	Maintained
333	Colony Group Boston, Massachusetts	$9.3M	-$272K	3	1.04%	Reduced
334	Mitsubishi UFJ Asset Management Tokyo, Japan	$9.3M	-$841K	4	0.28%	Reduced
335	Aperio Group Sausalito, California	$9.3M	-$371K	6	0.13%	Reduced
336	BPCM Beach Point Capital Management Santa Monica, California	$9.22M	+$1.2M	1	2.13%	Increased
337	TI Turner Investments Berwyn, Pennsylvania	$9.2M	-$10.7M	3	0.55%	Reduced
338	TCM TCS Capital Management New York	$9.16M	+$9.17M	2	5.25%	New
339	SAM Shell Asset Management The Hague, Netherlands	$9.13M	-$424K	4	0.14%	Reduced
340	RCMC RK Capital Management (Colorado) Denver, Colorado	$9.1M	+$3.18M	2	1.86%	Increased
341	PineBridge Investments New York	$9.01M	+$1.2M	6	0.37%	Increased
342	Nordea Investment Management Stockholm, Sweden	$9M	-$7.14M	4	0.04%	Reduced
343	AAM Archipel Asset Management Stockholm, Sweden	$8.9M	+$9.54M	3	2.57%	New
344	Polar Asset Management Partners Toronto, Ontario, Canada	$8.9M	-$2.92M	1	0.46%	Reduced
345	Bridgeway Capital Management Houston, Texas	$8.84M	-$5.99M	8	0.22%	Reduced
346	WCP Waterfront Capital Partners New York	$8.83M	-$7.98M	1	2.67%	Reduced
347	Lord, Abbett & Co Jersey City, New Jersey	$8.83M	-$817K	2	0.02%	Reduced
348	MFAM Motley Fool Asset Management Alexandria, Virginia	$8.68M	+$564K	3	1.8%	Increased
349	BCM Brigade Capital Management New York	$8.64M	-$506K	1	0.37%	Reduced
350	Utah Retirement Systems Salt Lake City, Utah	$8.6M	-$31.6K	4	0.25%	Reduced