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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
726	HCM Hollencrest Capital Management Newport Beach, California	$831K	+$109K	3	0.12%	Increased
727	FPC Falcon Point Capital San Francisco, California	$814K	-$125K	1	0.78%	Reduced
728	ANB Amarillo National Bank Amarillo, Texas	$808K	$0	1	0.65%	Maintained
729	BHA Beech Hill Advisors New York	$782K	-$155K	2	0.37%	Reduced
730	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$776K	-$2.37M	2	0.04%	Reduced
731	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$775K	+$1.09M	2	0.02%	New
732	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$775K	+$165K	4	0.19%	Increased
733	PP Paloma Partners Greenwich, Connecticut	$772K	-$886K	2	0.05%	Reduced
734	CIM Calvert Investment Management Bethesda, Maryland	$764K	-$296K	2	0.05%	Reduced
735	RTIM Round Table Investment Management Charlotte, North Carolina	$763K	+$821K	1	0.45%	New
736	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$744K	$0	1	0.26%	Maintained
737	Norinchukin Bank Tokyo, Japan	$744K	+$73.1K	1	0.02%	Increased
738	STIA Stone Toro Investment Advisers Princeton, New Jersey	$727K	+$396K	3	1.02%	Increased
739	FMT First Mercantile Trust Cordova, Tennessee	$724K	-$140K	5	0.05%	Reduced
740	MCC Malaga Cove Capital Pv Estates, California	$719K	+$698K	1	0.61%	New
741	RBF Capital San Francisco, California	$717K	$0	1	0.18%	Maintained
742	Shelton Capital Management Denver, Colorado	$707K	+$125K	1	0.1%	Increased
743	TCM Twin Capital Management Mcmurray, Pennsylvania	$700K	+$697K	1	0.07%	New
744	CF CNA Financial Chicago, Illinois	$683K	-$223K	1	0.14%	Reduced
745	LIA LS Investment Advisors Bloomfield Hills, Michigan	$682K	-$38.3K	3	0.06%	Reduced
746	DA Dunvegan Associates Santa Barbara, California	$681K	-$29.1K	1	0.57%	Reduced
747	QAM Quantres Asset Management Cayman, Cayman Islands	$664K	+$682K	2	0.78%	New
748	TPCM Three Peaks Capital Management Castle Rock, Colorado	$662K	+$665K	1	0.52%	New
749	Huntington National Bank Columbus, Ohio	$658K	-$142K	1	0.01%	Reduced
750	KPCM Kings Point Capital Management Great Neck, New York	$658K	+$253K	2	0.21%	Increased