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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 San Antonio, Texas	$310M	+$97.8M	15	0.38%	Increased
52	SPC Silver Point Capital Greenwich, Connecticut	$308M	-$31.1M	2	24.09%	Reduced
53	Deutsche Bank Frankfurt Am Main Ge, Germany	$307M	+$32.8M	23	0.2%	Increased
54	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$301M	+$48.9M	6	0.24%	Increased
55	Gates Capital Management New York	$301M	-$32.7M	3	13.18%	Reduced
56	Swiss National Bank Zurich, Switzerland	$287M	+$9.19M	18	0.29%	Increased
57	PAR Capital Management Boston, Massachusetts	$278M	-$172M	5	5.41%	Reduced
58	Putnam Investments Boston, Massachusetts	$275M	+$17.2M	6	0.57%	Increased
59	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$274M	-$133M	2	0.88%	Reduced
60	Credit Suisse Zurich, Switzerland	$274M	+$10.4M	19	0.2%	Increased
61	Thornburg Investment Management Santa Fe, New Mexico	$273M	-$1.58M	2	2.63%	Reduced
62	Sculptor Capital New York	$270M	-$70.4M	2	2.83%	Reduced
63	Susquehanna International Group Bala Cynwyd, Pennsylvania	$261M	-$92M	16	0.08%	Reduced
64	Parametric Portfolio Associates Seattle, Washington	$254M	+$26.1M	18	0.19%	Increased
65	Hardman Johnston Global Advisors Stamford, Connecticut	$251M	-$2.05M	1	10.13%	Reduced
66	BHG Blue Harbour Group Greenwich, Connecticut	$249M	+$38.9M	2	17.08%	Increased
67	California Public Employees Retirement System Sacramento, California	$249M	+$17.5M	21	0.23%	Increased
68	FCP Fine Capital Partners New York	$244M	-$768K	1	64.5%	Reduced
69	Apollo Management Holdings New York	$243M	+$330K	3	2.36%	Increased
70	Primecap Management Pasadena, California	$235M	-$15.2K	2	0.17%	Reduced
71	Brookfield Public Securities Group New York	$235M	-$11.6M	2	2.47%	Reduced
72	SCH Sylebra Capital (HK) Hong Kong	$231M	$0	1	9.06%	Maintained
73	D.E. Shaw & Co New York	$229M	-$40.7M	13	0.26%	Reduced
74	ZP Zimmer Partners New York	$222M	+$201M	2	3.07%	Increased
75	Frontier Capital Management Boston, Massachusetts	$216M	+$32.6M	1	1.59%	Increased