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 |
Allianz Asset Management
Munich,
Germany
| $781M | -$22.9M | 9 | 1.02% | Reduced |
|
| 27 |
UBS AM
Chicago,
Illinois
| $711M | +$85.8M | 15 | 0.18% | Increased |
|
| 28 |
Dodge & Cox
San Francisco,
California
| $689M | +$539K | 3 | 0.39% | Increased |
|
| 29 |
Wellington Management Group
Boston,
Massachusetts
| $687M | +$2.14M | 5 | 0.13% | Increased |
|
| 30 |
Janus Henderson Group
London,
| $686M | -$225M | 15 | 0.38% | Reduced |
|
| 31 |
Legal & General Group
London,
United Kingdom
| $682M | +$18M | 18 | 0.19% | Increased |
|
| 32 |
FCP
Fine Capital Partners
New York
| $675M | +$6.89M | 1 | 100% | Increased |
|
| 33 |
Boston Partners
Boston,
Massachusetts
| $652M | -$202M | 4 | 0.79% | Reduced |
|
| 34 |
Davis Selected Advisers
Tucson,
Arizona
| $622M | +$30M | 2 | 3.58% | Increased |
|
| 35 |
Goldman Sachs
New York
| $582M | +$54.9M | 20 | 0.09% | Increased |
|
| 36 |
UBS Group
Zurich,
Switzerland
| $580M | -$18M | 23 | 0.11% | Reduced |
|
| 37 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $547M | +$99M | 17 | 0.22% | Increased |
|
| 38 |
Jane Street
New York
| $484M | +$142M | 18 | 0.12% | Increased |
|
| 39 |
Ameriprise
Minneapolis,
Minnesota
| $448M | -$38.9M | 14 | 0.12% | Reduced |
|
| 40 |
Millennium Management
New York
| $445M | +$162M | 17 | 0.24% | Increased |
|
| 41 |
ARGA Investment Management
Stamford,
Connecticut
| $445M | +$39.6M | 4 | 14.89% | Increased |
|
| 42 |
SG
Standard General
New York
| $440M | +$451M | 1 | 91.04% | Increased |
|
| 43 |
American Century Companies
Kansas City,
Missouri
| $419M | +$118M | 15 | 0.26% | Increased |
|
| 44 |
Raymond James Financial
St Petersburg,
Florida
| $411M | +$30.6M | 15 | 0.15% | Increased |
|
| 45 |
Envestnet Asset Management
Chicago,
Illinois
| $398M | +$29.2M | 14 | 0.13% | Increased |
|
| 46 |
HVCM
HG Vora Capital Management
New York
| $394M | -$136M | 4 | 40.22% | Reduced |
|
| 47 |
Arrowstreet Capital
Boston,
Massachusetts
| $365M | +$31.2M | 13 | 0.3% | Increased |
|
| 48 |
Jennison Associates
New York
| $359M | +$4.1M | 4 | 0.25% | Increased |
|
| 49 |
HSBC Holdings
London,
United Kingdom
| $332M | -$51.3M | 12 | 0.21% | Reduced |
|
| 50 |
Allspring Global Investments
Charlotte,
North Carolina
| $320M | +$2.35M | 7 | 0.55% | Increased |
|