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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
451	Barings Charlotte, North Carolina	$3.52M	+$1.78M	4	0.09%	Increased
452	CCM CWH Capital Management Spokane, Washington	$3.51M	-$2.12M	1	2.49%	Reduced
453	CD Carl Domino West Palm Beach, Florida	$3.5M	-$311K	3	3.2%	Reduced
454	GLRA Gerald L. Ray & Associates Dallas, Texas	$3.49M	-$104K	2	0.57%	Reduced
455	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$3.46M	-$849K	1	1.09%	Reduced
456	ERM Elm Ridge Management Briarcliff Manor, New York	$3.44M	-$1.77M	1	0.61%	Reduced
457	Zurich Insurance Group Zurich, Switzerland	$3.43M	+$679K	1	0.12%	Increased
458	SM SLS Management New York	$3.32M	-$1.71M	1	5.54%	Reduced
459	Oregon Public Employees Retirement Fund Tigard, Oregon	$3.29M	+$195K	3	0.08%	Increased
460	Employees Retirement System of Texas Austin, Texas	$3.28M	-$4.17M	2	0.05%	Reduced
461	Nordea Investment Management Stockholm, Sweden	$3.25M	-$17.8M	6	0.01%	Reduced
462	PCM Prelude Capital Management New York	$3.2M	-$1.64M	9	0.45%	Reduced
463	Waverton Investment Management London, United Kingdom	$3.2M	-$584K	1	0.24%	Reduced
464	EFEM Eos Focused Equity Management New York	$3.17M	+$260K	1	2.9%	Increased
465	Stephens Inc Little Rock, Arkansas	$3.13M	+$438K	2	0.15%	Increased
466	South Dakota Investment Council Sioux Falls, South Dakota	$3.13M	-$1.54M	1	0.07%	Reduced
467	Spot Trading Chicago, Illinois	$3.13M	-$5.1M	6	0.06%	Reduced
468	EPCM Eton Park Capital Management New York	$3.09M	+$2.71M	1	0.04%	New
469	JP Jana Partners New York	$3.09M	+$2.71M	1	0.06%	New
470	Brookstone Capital Management Wheaton, Illinois	$3.07M	+$2.43M	1	0.46%	New
471	Commonwealth Equity Services Waltham, Massachusetts	$3.03M	+$227K	3	0.03%	Increased
472	MFWM Motley Fool Wealth Management Alexandria, Virginia	$3M	+$211K	1	0.35%	Increased
473	AIM Alambic Investment Management Belvedere, California	$2.99M	+$1.42M	5	0.97%	Increased
474	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$2.96M	-$561K	4	0.03%	Reduced
475	CIBC Asset Management Toronto, Ontario, Canada	$2.96M	+$73.6K	3	0.02%	Increased