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 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| $124M | +$73.1M | 5 | 0.75% | Increased |
|
| 52 |
HVCM
HG Vora Capital Management
New York
| $120M | +$79.9M | 2 | 14.34% | Increased |
|
| 53 |
Waddell & Reed Financial
Overland Park,
Kansas
| $120M | +$8.83M | 2 | 0.2% | Increased |
|
| 54 |
HCM
Highfields Capital Management
Boston,
Massachusetts
| $119M | +$91.5M | 1 | 1.05% | Increased |
|
| 55 |
Legal & General Group
London,
United Kingdom
| $117M | +$977K | 9 | 0.14% | Increased |
|
| 56 |
HCM
Highline Capital Management
New York
| $117M | +$4.67M | 3 | 5.25% | Increased |
|
| 57 |
Citadel Advisors
Miami,
Florida
| $112M | -$18.8M | 12 | 0.11% | Reduced |
|
| 58 |
BlackRock Advisors
Wilmington,
Delaware
| $108M | +$40.5M | 15 | 0.12% | Increased |
|
| 59 |
SCM
Scopia Capital Management
New York
| $108M | +$51.1M | 1 | 2.31% | Increased |
|
| 60 |
Millennium Management
New York
| $107M | -$8.66M | 11 | 0.21% | Reduced |
|
| 61 |
PC
Paulson & Co
New York
| $106M | -$9.16M | 1 | 0.55% | Reduced |
|
| 62 |
SG Americas Securities
New York
| $104M | +$200M | 7 | 0.62% | Increased |
|
| 63 |
Soros Fund Management
New York
| $103M | +$20.8M | 3 | 1.56% | Increased |
|
| 64 |
American Century Companies
Kansas City,
Missouri
| $102M | -$45.2M | 4 | 0.13% | Reduced |
|
| 65 |
BM
Bridger Management
New York
| $102M | +$31.2M | 3 | 6.93% | Increased |
|
| 66 |
Gabelli Funds
Rye,
New York
| $101M | -$3M | 13 | 0.6% | Reduced |
|
| 67 |
Ameriprise
Minneapolis,
Minnesota
| $99.5M | -$12.3M | 8 | 0.06% | Reduced |
|
| 68 |
New York State Common Retirement Fund
Albany,
New York
| $97.7M | +$23.5M | 13 | 0.16% | Increased |
|
| 69 |
BRIM
Broad Run Investment Management
Arlington,
Virginia
| $97.4M | +$9.89M | 2 | 5.53% | Increased |
|
| 70 |
Cambiar Investors
Denver,
Colorado
| $96.9M | -$5.38M | 1 | 1.43% | Reduced |
|
| 71 |
Capital Guardian Trust
Los Angeles,
California
| $93.4M | +$7.35M | 4 | 0.76% | Increased |
|
| 72 |
FCP
Fine Capital Partners
New York
| $89.6M | +$5.97M | 1 | 8.81% | Increased |
|
| 73 |
Pinnacle Associates
New York
| $88.3M | -$4.01M | 5 | 1.95% | Reduced |
|
| 74 |
OA
Omega Advisors
New York
| $88.1M | -$71M | 2 | 1.78% | Reduced |
|
| 75 |
Renaissance Technologies
New York
| $87.8M | +$38.2M | 12 | 0.21% | Increased |
|