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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	Balyasny Asset Management Chicago, Illinois	$367M	+$83.1M	15	1.53%	Increased
52	Ameriprise Minneapolis, Minnesota	$361M	+$57M	13	0.16%	Increased
53	SCH Sylebra Capital (HK) Hong Kong	$359M	$0	1	29.32%	Maintained
54	Charles Schwab San Francisco, California	$357M	+$28.5M	17	0.28%	Increased
55	Sands Capital Management Arlington, Virginia	$341M	-$23.8M	1	1.01%	Reduced
56	MAC Monarch Alternative Capital New York	$335M	+$358M	1	27.27%	New
57	Gates Capital Management New York	$322M	+$107M	4	7.3%	Increased
58	AQR Capital Management Greenwich, Connecticut	$320M	+$125M	13	0.35%	Increased
59	Legal & General Group London, United Kingdom	$306M	-$898K	19	0.23%	Reduced
60	Putnam Investments Boston, Massachusetts	$299M	+$98.8M	7	0.7%	Increased
61	Thornburg Investment Management Santa Fe, New Mexico	$298M	-$169M	1	2.25%	Reduced
62	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$296M	+$231M	4	3.83%	Increased
63	Primecap Management Pasadena, California	$296M	-$11M	2	0.22%	Reduced
64	HCM Highline Capital Management New York	$294M	+$66.5M	3	10.04%	Increased
65	VM Valinor Management New York	$288M	+$171M	2	8.75%	Increased
66	Third Point New York	$280M	+$165M	1	2.1%	Increased
67	Susquehanna International Group Bala Cynwyd, Pennsylvania	$272M	+$141M	12	0.1%	Increased
68	Swiss National Bank Zurich, Switzerland	$266M	-$21.3M	15	0.32%	Reduced
69	HVCM HG Vora Capital Management New York	$262M	+$154M	4	17.56%	Increased
70	AllianceBernstein Nashville, Tennessee	$260M	+$132M	15	0.19%	Increased
71	SAAM Solus Alternative Asset Management Summit, New Jersey	$255M	+$272M	1	38.37%	New
72	Prudential plc London, England, United Kingdom	$255M	-$59.3M	2	0.79%	Reduced
73	New York State Common Retirement Fund Albany, New York	$249M	+$2.78M	18	0.31%	Increased
74	Hardman Johnston Global Advisors Stamford, Connecticut	$248M	+$87.5M	1	10.56%	Increased
75	SPC Silver Point Capital Greenwich, Connecticut	$246M	+$263M	1	22.5%	New