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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
76
Two Sigma Investments
Two Sigma Investments
New York
$156M -$342M 8 0.7% Reduced
77
Barclays
Barclays
United Kingdom
$154M +$10.3M 11 0.16% Increased
78
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$153M -$4.19M 3 0.31% Reduced
79
GE
General Electric
Ohio
$151M -$4.24M 1 0.69% Reduced
80
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$148M -$13.1M 1 0.6% Reduced
81
OppenheimerFunds
OppenheimerFunds
New York
$147M +$12.2M 2 0.16% Increased
82
abrdn Investment Management
abrdn Investment Management
United Kingdom
$146M -$1.47M 2 0.65% Reduced
83
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$142M -$16.8M 4 3.17% Reduced
84
Pinnacle Associates
Pinnacle Associates
New York
$141M -$9.59M 4 2.76% Reduced
85
PC
Passport Capital
California
$141M +$18.7M 5 2.39% Increased
86
Charles Schwab
Charles Schwab
California
$141M -$20.5M 10 0.24% Reduced
87
Soros Fund Management
Soros Fund Management
New York
$139M +$29.4M 4 1.05% Increased
88
Renaissance Technologies
Renaissance Technologies
New York
$136M -$62.8M 11 0.32% Reduced
89
Principal Financial Group
Principal Financial Group
Iowa
$135M -$56.5M 10 0.23% Reduced
90
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$134M +$31.2M 13 0.09% Increased
91
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$132M +$1.85M 3 0.63% Increased
92
Gates Capital Management
Gates Capital Management
New York
$132M -$5.86M 2 3.51% Reduced
93
Calamos Advisors
Calamos Advisors
Illinois
$125M -$28M 3 0.79% Reduced
94
Davenport & Co
Davenport & Co
Virginia
$123M +$8.26M 4 2.09% Increased
95
Allianz Asset Management
Allianz Asset Management
Germany
$122M +$69.8M 6 0.15% Increased
96
Citigroup
Citigroup
New York
$120M +$38.3M 13 0.11% Increased
97
Cambiar Investors
Cambiar Investors
Colorado
$119M +$113M 1 1.67% New
98
GA
Geneva Advisors
Illinois
$118M -$26.6M 4 2.15% Reduced
99
Gabelli Funds
Gabelli Funds
New York
$117M -$5.05M 11 0.58% Reduced
100
AC
Alleghany Corporation
New York
$117M +$38M 1 4.23% Increased