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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
601	Choreo LLC Rockford, Illinois	$4.68M	+$331K	4	0.05%	Increased
602	William Blair & Company Chicago, Illinois	$4.55M	+$391K	4	0.01%	Increased
603	CG Castellan Group Louisville, Kentucky	$4.48M	+$4.73M	1	0.49%	New
604	OTL Oak Thistle LLC New York	$4.46M	-$764K	2	0.43%	Reduced
605	ACR Alpine Capital Research St. Louis, Missouri	$4.44M	+$97.9K	1	0.06%	Increased
606	TAM Tabor Asset Management New York	$4.43M	+$3.85M	1	1.35%	New
607	PHS Pekin Hardy Strauss Chicago, Illinois	$4.35M	-$3.06M	3	0.38%	Reduced
608	VU Vanderbilt University Nashville, Tennessee	$4.3M	+$546K	2	0.59%	Increased
609	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$4.3M	$0	3	0.37%	Maintained
610	Markel Group Glen Allen, Virginia	$4.18M	$0	1	0.03%	Maintained
611	CF CDC Financial Chicago, Illinois	$4.17M	+$399K	1	1.75%	Increased
612	TCMP Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania	$4.17M	+$224K	1	0.79%	Increased
613	BHPW Beverly Hills Private Wealth Beverly Hills, California	$4.13M	-$2.85M	1	0.79%	Reduced
614	Erste Asset Management Vienna, Austria	$4.12M	-$98.4K	2	0.03%	Reduced
615	VWM Valley Wealth Managers Paramus, New Jersey	$4.11M	+$211K	1	0.24%	Increased
616	Wasatch Advisors Salt Lake City, Utah	$4.1M	$0	1	0.03%	Maintained
617	Park Avenue Securities New York	$4.09M	+$43.7K	4	0.03%	Increased
618	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$4.09M	+$1.22M	2	0.39%	Increased
619	ALPS Advisors Denver, Colorado	$3.95M	+$2.04M	5	0.02%	Increased
620	Manning & Napier Advisors Fairport, New York	$3.92M	+$3.59M	6	0.05%	Increased
621	One Capital Management Westlake Village, California	$3.91M	$0	2	0.11%	Maintained
622	Ritholtz Wealth Management New York	$3.88M	-$582K	5	0.06%	Reduced
623	MC Meteora Capital Boca Raton, Florida	$3.86M	+$3.61M	1	0.32%	New
624	Y.D. More Investments Ramat Gan, Israel	$3.85M	+$3.24M	2	0.12%	Increased
625	CRC Catawba River Capital Lake Wylie, South Carolina	$3.85M	-$763K	1	1.72%	Reduced