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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
376	Engineers Gate Manager New York	$4.63M	+$2.62M	3	0.39%	Increased
377	RCM Riverpark Capital Management New York	$4.61M	-$1.21M	1	3.22%	Reduced
378	HCM Horan Capital Management Hunt Valley, Maryland	$4.58M	-$534K	1	1.34%	Reduced
379	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$4.58M	+$3.42M	3	0.53%	Increased
380	PAM Princeton Alpha Management Princeton Junction, New Jersey	$4.56M	+$5.65M	4	0.94%	Increased
381	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$4.47M	$0	1	0.99%	Maintained
382	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$4.36M	-$1.59M	3	0.24%	Reduced
383	CCM CWH Capital Management Spokane, Washington	$4.31M	-$65K	1	2.89%	Reduced
384	Rothschild & Co Asset Management US Stamford, Connecticut	$4.3M	+$47.3K	1	0.08%	Increased
385	Quantbot Technologies New York	$4.29M	+$5.36M	4	0.75%	Increased
386	RHJA Rice Hall James & Associates San Diego, California	$4.15M	+$1.65M	2	0.27%	Increased
387	JP Morgan Private Wealth Advisors San Francisco, California	$4.14M	-$11M	3	0.05%	Reduced
388	SW SVB Wealth Boston, Massachusetts	$4.11M	-$918K	1	0.16%	Reduced
389	HIM HughesLittle Investment Management Vancouver,	$4.09M	+$101K	1	2.76%	Increased
390	PC Pomelo Capital New York	$4.04M	+$1.28M	2	1.67%	Increased
391	PL Parthenon LLC Louisville, Kentucky	$4.04M	$0	1	1.13%	Maintained
392	CAM ClariVest Asset Management San Diego, California	$4.04M	+$454K	2	0.12%	Increased
393	CIG Consolidated Investment Group Englewood, Colorado	$4M	$0	2	1.86%	Maintained
394	PWM Patriot Wealth Management Houston, Texas	$4M	+$122K	1	0.92%	Increased
395	Mitsubishi UFJ Asset Management Tokyo, Japan	$3.91M	-$2.32M	4	0.12%	Reduced
396	MFAM Motley Fool Asset Management Alexandria, Virginia	$3.89M	-$1.97M	1	0.76%	Reduced
397	LPL Financial San Diego, California	$3.88M	-$563K	5	0.02%	Reduced
398	Arizona State Retirement System Phoenix, Arizona	$3.88M	+$5.3M	4	0.05%	New
399	SM SLS Management New York	$3.88M	+$4.2M	1	2.96%	New
400	QS Investors New York	$3.84M	+$2.8M	3	0.04%	Increased