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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
426	PC PM Capital Sydney, Australia	$6.57M	$0	1	1.29%	Maintained
427	Curi RMB Capital Chicago, Illinois	$6.54M	+$71.3K	2	0.27%	Increased
428	Gradient Investments Arden Hills, Minnesota	$6.53M	+$6.22M	1	0.5%	New
429	TPSF Texas Permanent School Fund Austin, Texas	$6.5M	-$82.5K	5	0.08%	Reduced
430	MWVC Morgens Waterfall Vintiadis & Co New York	$6.49M	+$3.56M	2	5.73%	Increased
431	Martingale Asset Management Boston, Massachusetts	$6.45M	+$428K	2	0.09%	Increased
432	DL Delta Lloyd Amsterdam, Netherlands	$6.29M	+$664K	3	0.19%	Increased
433	Jacobs Levy Equity Management Florham Park, New Jersey	$6.27M	-$1.37M	2	0.13%	Reduced
434	RGREA Ranger Global Real Estate Advisors Denver, Colorado	$6.22M	-$6.31K	1	2.36%	Reduced
435	PWM Patriot Wealth Management Houston, Texas	$6.17M	+$176K	1	0.99%	Increased
436	SAC SPQ Asia Capital Hong Kong	$6.12M	+$5.66M	1	13.62%	New
437	Aberdeen Asset Management Aberdeen, United Kingdom	$6.08M	-$83.4K	4	0.02%	Reduced
438	RP Raiff Partners New York	$6.07M	+$1.83M	3	14.49%	Increased
439	Jefferies Group New York	$6.07M	+$570K	6	0.05%	Increased
440	CAM Cortina Asset Management Milwaukee, Wisconsin	$6.07M	-$628K	1	0.25%	Reduced
441	MCM Marcato Capital Management San Francisco, California	$6.06M	+$879K	1	0.66%	Increased
442	Banque Pictet & Cie Geneva 73, Switzerland	$6.05M	+$2.39M	1	0.15%	Increased
443	Mutual of America Capital Management New York	$6.03M	+$3.43M	3	0.11%	Increased
444	AM Ares Management Los Angeles, California	$5.99M	+$5.03M	1	0.33%	New
445	Oregon Public Employees Retirement Fund Tigard, Oregon	$5.98M	+$42.2K	3	0.12%	Increased
446	Kennedy Capital Management St Louis, Missouri	$5.74M	+$107K	2	0.1%	Increased
447	VanEck Associates New York	$5.72M	+$383K	8	0.03%	Increased
448	Royce & Associates New York	$5.67M	-$326K	1	0.04%	Reduced
449	KPCM Kings Point Capital Management Great Neck, New York	$5.64M	-$786K	4	1.32%	Reduced
450	B BP London, United Kingdom	$5.59M	-$2.34M	3	0.21%	Reduced