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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
51	Epoch Investment Partners New York	$235M	+$50.2M	2	1.05%	Increased
52	CCI Columbus Circle Investors	$231M	+$80.7M	4	1.64%	Increased
53	D.E. Shaw & Co New York	$230M	+$121M	8	0.37%	Increased
54	Wells Fargo San Francisco, California	$228M	-$32.7M	14	0.11%	Reduced
55	LCG Luxor Capital Group New York	$217M	-$153M	2	3.05%	Reduced
56	Susquehanna International Group Bala Cynwyd, Pennsylvania	$216M	-$49.6M	7	0.11%	Reduced
57	GAMCO Investors Greenwich, Connecticut	$209M	-$533K	9	1.23%	Reduced
58	Balyasny Asset Management Chicago, Illinois	$206M	+$18.6M	3	2.78%	Increased
59	Legal & General Group London, United Kingdom	$202M	+$79.3K	5	0.27%	Increased
60	Thrivent Financial for Lutherans Minneapolis, Minnesota	$200M	+$33.8M	4	1.27%	Increased
61	Russell Frank Company Seattle, Washington	$199M	-$32M	12	0.35%	Reduced
62	California Public Employees Retirement System Sacramento, California	$187M	+$2.09M	15	0.35%	Increased
63	Horizon Kinetics New York	$187M	-$175K	4	2.56%	Reduced
64	Federated Hermes Pittsburgh, Pennsylvania	$183M	-$31.6M	6	0.71%	Reduced
65	Fred Alger Management New York	$175M	-$28.9M	3	0.97%	Reduced
66	Arrowstreet Capital Boston, Massachusetts	$174M	+$39.9M	7	1.11%	Increased
67	ING Group Amsterdam, Netherlands	$170M	+$30.6M	3	0.85%	Increased
68	Capital Fund Management (CFM) Paris, France	$165M	+$135M	5	2.28%	Increased
69	Barclays London, United Kingdom	$165M	+$64.6M	10	0.2%	Increased
70	Soroban Capital Partners New York	$165M	$0	1	1.86%	Maintained
71	VOYA Investment Management Atlanta, Georgia	$164M	+$2.57M	8	0.41%	Increased
72	Sculptor Capital New York	$164M	+$72.4M	3	0.47%	Increased
73	SFM Systematic Financial Management Teaneck, New Jersey	$154M	+$63.9M	5	1.22%	Increased
74	Appaloosa Management Miami Beach, Florida	$146M	-$2.55M	2	2.32%	Reduced
75	Jericho Capital Asset Management New York	$143M	+$43.1M	2	10.13%	Increased