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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	Gates Capital Management New York	$442M	+$24.3M	3	12.74%	Increased
52	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$441M	+$77.3M	9	0.26%	Increased
53	Eagle Asset Management St Petersburg, Florida	$430M	-$18.1M	6	1.85%	Reduced
54	UBS Group Zurich, Switzerland	$418M	+$3.75M	21	0.13%	Increased
55	Frontier Capital Management Boston, Massachusetts	$414M	-$89.9M	2	3.03%	Reduced
56	Putnam Investments Boston, Massachusetts	$412M	-$2.66M	4	0.64%	Reduced
57	HVCM HG Vora Capital Management New York	$400M	+$227M	5	18.03%	Increased
58	Melvin Capital Management New York	$398M	-$113M	3	2.29%	Reduced
59	LPC Long Pond Capital New York	$392M	+$253M	4	13.61%	Increased
60	Parametric Portfolio Associates Seattle, Washington	$381M	+$43.8M	19	0.21%	Increased
61	Bank of Montreal Toronto, Ontario, Canada	$376M	+$201M	14	0.19%	Increased
62	EC Eminence Capital New York	$369M	+$77.8M	2	4.54%	Increased
63	Boston Partners Boston, Massachusetts	$363M	-$2.31M	3	0.46%	Reduced
64	Hardman Johnston Global Advisors Stamford, Connecticut	$353M	+$12.5M	1	8.53%	Increased
65	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$342M	-$112M	8	21.55%	Reduced
66	Thrivent Financial for Lutherans Minneapolis, Minnesota	$320M	+$51.1M	14	0.65%	Increased
67	American Century Companies Kansas City, Missouri	$313M	-$43.7M	14	0.21%	Reduced
68	Macquarie Group Sydney, NSW 2000, Australia	$311M	+$185M	16	0.22%	Increased
69	Federated Hermes Pittsburgh, Pennsylvania	$308M	+$1.92M	18	0.57%	Increased
70	Daiwa Securities Group Tokyo, Japan	$308M	-$113M	8	2.07%	Reduced
71	Citigroup New York	$303M	+$8.91M	21	0.18%	Increased
72	Kayne Anderson Rudnick Investment Management Los Angeles, California	$300M	+$5.4M	4	0.74%	Increased
73	Arrowstreet Capital Boston, Massachusetts	$292M	-$29.1M	13	0.36%	Reduced
74	Renaissance Technologies New York	$286M	+$144M	17	0.36%	Increased
75	Royal Bank of Canada Toronto, Ontario, Canada	$285M	-$16.9M	22	0.08%	Reduced