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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	Dimensional Fund Advisors Austin, Texas	$407M	+$21.1M	16	0.19%	Increased
27	Teachers Advisors New York	$403M	-$6.43M	15	0.59%	Reduced
28	Morgan Stanley New York	$399M	-$129M	19	0.12%	Reduced
29	Bank of America Charlotte, North Carolina	$392M	-$7.13M	18	0.08%	Reduced
30	Wells Fargo San Francisco, California	$391M	+$25.2M	18	0.13%	Increased
31	Cohen & Steers New York	$390M	-$134M	2	1.04%	Reduced
32	Invesco Atlanta, Georgia	$382M	+$30.1M	14	0.13%	Increased
33	Thornburg Investment Management Santa Fe, New Mexico	$355M	+$63M	2	2.88%	Increased
34	Gates Capital Management New York	$343M	+$56.2M	3	12.46%	Increased
35	Vontobel Asset Management New York	$328M	+$70.6M	1	2.8%	Increased
36	TBC Three Bays Capital Boston, Massachusetts	$326M	+$75M	2	26.72%	Increased
37	Sands Capital Management Arlington, Virginia	$308M	+$114K	1	0.97%	Increased
38	Sculptor Capital New York	$262M	+$31.8M	2	1.49%	Increased
39	Putnam Investments Boston, Massachusetts	$255M	+$29.5M	7	0.6%	Increased
40	Two Sigma Investments New York	$241M	+$20.6M	13	0.81%	Increased
41	HCM Highline Capital Management New York	$240M	+$12.1M	3	6.93%	Increased
42	SIG Senator Investment Group New York	$240M	+$243M	1	2.95%	New
43	Legal & General Group London, United Kingdom	$225M	+$4.07M	14	0.19%	Increased
44	Barclays London, United Kingdom	$222M	+$109M	16	0.24%	Increased
45	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$219M	+$1.04M	2	2.16%	Increased
46	HVCM HG Vora Capital Management New York	$218M	+$9.74M	3	21.38%	Increased
47	Janus Henderson Investors US Denver, Colorado	$218M	+$41.9M	6	0.18%	Increased
48	Ameriprise Minneapolis, Minnesota	$215M	+$59.7M	11	0.11%	Increased
49	Susquehanna International Group Bala Cynwyd, Pennsylvania	$213M	+$64.3M	9	0.11%	Increased
50	NIP Nicholas Investment Partners Rancho Santa Fe, California	$209M	+$145M	3	14.75%	Increased