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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	Janus Henderson Group London,	$323M	+$641K	9	0.18%	Increased
52	Ameriprise Minneapolis, Minnesota	$320M	+$82.5M	14	0.15%	Increased
53	Principal Financial Group Des Moines, Iowa	$310M	+$103M	15	0.29%	Increased
54	D1 Capital Partners New York	$307M	+$118M	2	5.54%	Increased
55	HVCM HG Vora Capital Management New York	$295M	+$227M	5	21.71%	Increased
56	Massachusetts Financial Services Boston, Massachusetts	$276M	+$59.4M	5	0.12%	Increased
57	Egerton Capital (UK) London, United Kingdom	$275M	+$184M	1	1.94%	Increased
58	Epoch Investment Partners New York	$269M	+$14.4M	3	1.18%	Increased
59	Gates Capital Management New York	$257M	+$31.8M	3	11.47%	Increased
60	Sands Capital Management Arlington, Virginia	$257M	-$1.4M	1	0.79%	Reduced
61	Hardman Johnston Global Advisors Stamford, Connecticut	$252M	+$8.33M	1	11.05%	Increased
62	Putnam Investments Boston, Massachusetts	$250M	+$2.42M	5	0.58%	Increased
63	Swiss National Bank Zurich, Switzerland	$246M	+$7.44M	17	0.27%	Increased
64	UBS AM Chicago, Illinois	$245M	-$3.17M	15	0.18%	Reduced
65	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$243M	-$28.9M	2	3.97%	Reduced
66	Thornburg Investment Management Santa Fe, New Mexico	$242M	+$3.92M	1	2.34%	Increased
67	Maverick Capital Dallas, Texas	$232M	+$70.7M	5	3.08%	Increased
68	D.E. Shaw & Co New York	$228M	-$269M	8	0.3%	Reduced
69	PWAM Park West Asset Management San Francisco, California	$227M	+$32.8M	4	9.97%	Increased
70	DZ Bank Frankfurt Am Main, Germany	$222M	+$66.4M	2	0.72%	Increased
71	HCM Highline Capital Management New York	$217M	+$3.26M	4	13.61%	Increased
72	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$216M	-$2.76M	6	0.2%	Reduced
73	USAA United Services Automobile Association San Antonio, Texas	$200M	+$22M	12	0.51%	Increased
74	Brookfield Corp Toronto, Ontario, Canada	$198M	+$6.49M	2	0.83%	Increased
75	Teachers Advisors New York	$197M	+$7.38M	17	0.24%	Increased