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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
26	Deutsche Bank Frankfurt Am Main Ge, Germany	$336M	-$11.9M	17	0.25%	Reduced
27	FIG Fortress Investment Group New York	$327M	$0	2	7.39%	Maintained
28	Sands Capital Management Arlington, Virginia	$306M	+$20.8M	1	0.91%	Increased
29	Geode Capital Management Boston, Massachusetts	$299M	+$12.3M	16	0.16%	Increased
30	Dimensional Fund Advisors Austin, Texas	$298M	-$11.5M	16	0.18%	Reduced
31	Invesco Atlanta, Georgia	$297M	-$12.7M	11	0.12%	Reduced
32	BlackRock Group London, United Kingdom	$292M	-$3.83M	12	0.16%	Reduced
33	Wells Fargo San Francisco, California	$278M	+$12.5M	16	0.11%	Increased
34	Goldman Sachs New York	$277M	-$87M	13	0.09%	Reduced
35	TCM Tran Capital Management San Rafael, California	$270M	-$4.93M	1	8.19%	Reduced
36	Vontobel Asset Management New York	$264M	+$220M	1	2.04%	Increased
37	Morgan Stanley New York	$260M	+$59.4M	18	0.1%	Increased
38	Bank of America Charlotte, North Carolina	$241M	-$64.5M	15	0.06%	Reduced
39	Thornburg Investment Management Santa Fe, New Mexico	$223M	-$1.37M	2	1.49%	Reduced
40	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$212M	-$25.4M	1	7.87%	Reduced
41	SCM Scopia Capital Management New York	$211M	-$1.73M	1	3.93%	Reduced
42	Waddell & Reed Financial Overland Park, Kansas	$207M	+$48.6M	2	0.39%	Increased
43	TBC Three Bays Capital Boston, Massachusetts	$203M	+$27.4K	1	13.13%	Increased
44	Citadel Advisors Miami, Florida	$201M	-$9.64M	12	0.25%	Reduced
45	GAMCO Investors Greenwich, Connecticut	$195M	-$5.67M	10	1.29%	Reduced
46	Putnam Investments Boston, Massachusetts	$192M	+$15.2M	6	0.46%	Increased
47	D.E. Shaw & Co New York	$188M	+$37.5M	7	0.34%	Increased
48	Gates Capital Management New York	$182M	+$3.26M	2	6.83%	Increased
49	Davenport & Co Richmond, Virginia	$173M	+$9.32M	6	2.72%	Increased
50	Legal & General Group London, United Kingdom	$170M	+$5.45M	10	0.19%	Increased