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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
Millennium Management
Millennium Management
New York
$326M -$141M 18 0.16% Reduced
52
HVCM
HG Vora Capital Management
New York
$320M -$119M 4 35.21% Reduced
53
Barclays
Barclays
United Kingdom
$318M +$70.3M 21 0.07% Increased
54
Amundi
Amundi
France
$312M +$88.6M 8 0.11% Increased
55
Balyasny Asset Management
Balyasny Asset Management
Illinois
$310M +$73.6M 14 0.47% Increased
56
HSBC Holdings
HSBC Holdings
United Kingdom
$308M -$33.1M 15 0.19% Reduced
57
HI
Helikon Investments
United Kingdom
$303M +$192M 1 18.78% Increased
58
London Company of Virginia
London Company of Virginia
Virginia
$302M +$81.8M 1 1.71% Increased
59
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$299M -$15.5M 16 0.27% Reduced
60
Neuberger Berman Group
Neuberger Berman Group
New York
$298M -$27.5M 11 0.23% Reduced
61
Allspring Global Investments
Allspring Global Investments
North Carolina
$292M -$14.5M 7 0.49% Reduced
62
Swiss National Bank
Swiss National Bank
Switzerland
$285M -$6.09M 15 0.17% Reduced
63
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$275M -$27.7M 6 0.17% Reduced
64
Franklin Resources
Franklin Resources
California
$270M -$501M 11 0.07% Reduced
65
Wells Fargo
Wells Fargo
California
$262M -$11M 20 0.05% Reduced
66
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$254M -$1.12M 18 0.22% Reduced
67
Macquarie Group
Macquarie Group
Australia
$254M -$19.9M 11 0.31% Reduced
68
AllianceBernstein
AllianceBernstein
Tennessee
$249M +$18.5M 16 0.08% Increased
69
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$246M +$8.38M 20 0.14% Increased
70
Russell Investments Group
Russell Investments Group
United Kingdom
$228M +$6.71M 16 0.29% Increased
71
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$224M +$557K 13 0.4% Increased
72
SEI Investments
SEI Investments
Pennsylvania
$222M -$30.6M 15 0.26% Reduced
73
Ariel Investments
Ariel Investments
Illinois
$222M -$18.8M 1 2.51% Reduced
74
CPIH
Consolidated Press International Holdings
Australia
$219M +$195M 1 36.42% New
75
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$219M -$30.7M 7 3.94% Reduced