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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
Victory Capital Management
Victory Capital Management
Texas
$243M +$8.24M 9 0.57% Increased
52
PointState Capital
PointState Capital
New York
$239M +$236M 1 2.6% New
53
Swiss National Bank
Swiss National Bank
Switzerland
$238M +$3.5M 13 0.28% Increased
54
SIG
Senator Investment Group
New York
$235M -$38.6M 1 2.64% Reduced
55
Charles Schwab
Charles Schwab
California
$235M +$33.2M 15 0.22% Increased
56
Point72 Asset Management
Point72 Asset Management
Connecticut
$235M +$10.9M 5 1.32% Increased
57
SCH
Sylebra Capital (HK)
Hong Kong
$225M +$863K 1 20.27% Increased
58
Russell Investments Group
Russell Investments Group
United Kingdom
$215M +$65M 16 0.38% Increased
59
HVCM
HG Vora Capital Management
New York
$211M -$38.4M 2 17.65% Reduced
60
Citadel Advisors
Citadel Advisors
Florida
$211M +$10.5M 12 0.18% Increased
61
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$210M -$34.3M 2 2.22% Reduced
62
DZ Bank
DZ Bank
Germany
$203M -$8.45M 2 0.94% Reduced
63
Allianz Asset Management
Allianz Asset Management
Germany
$203M +$14.3M 9 0.2% Increased
64
Two Sigma Advisers
Two Sigma Advisers
New York
$201M +$70.1M 13 0.66% Increased
65
Hillhouse Investment Management
Hillhouse Investment Management
Cayman Islands
$200M -$28.8M 1 3.09% Reduced
66
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$199M +$21.3M 16 0.26% Increased
67
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$198M +$64.6M 6 0.59% Increased
68
IAM
Iridian Asset Management
Connecticut
$192M +$75.5M 1 1.7% Increased
69
GAMCO Investors
GAMCO Investors
Connecticut
$189M +$4.22M 10 1.21% Increased
70
AQR Capital Management
AQR Capital Management
Connecticut
$186M +$41.7M 9 0.25% Increased
71
Alyeska Investment Group
Alyeska Investment Group
Illinois
$184M +$33M 4 1.54% Increased
72
UBS AM
UBS AM
Illinois
$184M +$5.51M 13 0.18% Increased
73
PIM
Platinum Investment Management
Australia
$183M -$45.2M 1 4.97% Reduced
74
California Public Employees Retirement System
California Public Employees Retirement System
California
$176M +$6.61M 18 0.28% Increased
75
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$175M +$76.9M 19 0.09% Increased