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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	OAM Oxford Asset Management Oxford, United Kingdom	$10.1M	+$6.58M	4	0.22%	Increased
327	RIL Rothschild Investment LLC Chicago, Illinois	$10.1M	+$392K	2	1.2%	Increased
328	LFM Lumina Fund Management New York	$9.8M	+$8.03M	2	0.82%	Increased
329	OMERS Administration Corp Toronto, Ontario, Canada	$9.72M	+$1.28M	2	0.29%	Increased
330	EverPoint Asset Management Stamford, Connecticut	$9.62M	-$4.99M	2	0.22%	Reduced
331	RCM Riverpark Capital Management New York	$9.58M	+$980K	3	6.08%	Increased
332	Tudor Investment Corp Stamford, Connecticut	$9.57M	+$6.76M	6	0.33%	Increased
333	Arizona State Retirement System Phoenix, Arizona	$9.47M	+$178K	5	0.11%	Increased
334	QOP Quinn Opportunity Partners Charlottesville, Virginia	$9.45M	+$9.76M	2	4.51%	New
335	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$9.42M	-$31K	2	2.52%	Reduced
336	Bridgeway Capital Management Houston, Texas	$9.41M	-$1.03M	8	0.21%	Reduced
337	AA Ancient Art Austin, Texas	$9.28M	$0	1	2.41%	Maintained
338	PP PDT Partners New York	$9.26M	-$4.99M	3	0.88%	Reduced
339	Capstone Investment Advisors New York	$9.24M	+$10.6M	1	0.13%	Increased
340	Nisa Investment Advisors St. Louis, Missouri	$9.23M	+$159K	6	0.13%	Increased
341	Chevy Chase Trust Bethesda, Maryland	$9.1M	-$108K	1	0.06%	Reduced
342	Castleark Management Chicago, Illinois	$9.07M	+$8.55M	1	0.23%	New
343	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$9.07M	-$15K	1	0.53%	Reduced
344	BPCM Beach Point Capital Management Santa Monica, California	$8.87M	+$218K	1	2.11%	Increased
345	Adams Diversified Equity Fund Baltimore, Maryland	$8.72M	+$9.04M	1	0.58%	New
346	British Columbia Investment Management Victoria, British Columbia, Canada	$8.69M	-$6.38M	3	0.07%	Reduced
347	ECP Elk Creek Partners Denver, Colorado	$8.68M	+$6.06M	2	1.12%	Increased
348	BCM Brigade Capital Management New York	$8.31M	$0	1	0.48%	Maintained
349	GCP GSA Capital Partners London, United Kingdom	$8.21M	-$4.38M	7	0.57%	Reduced
350	KCP Kortright Capital Partners New York	$7.9M	+$7.77M	1	6.38%	New