← All themes Sin Stocks

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
Hillhouse Investment Management
Hillhouse Investment Management
Cayman Islands
$125M +$95.5M 1 2.56% Increased
77
Pinnacle Associates
Pinnacle Associates
New York
$123M -$2.88M 6 2.46% Reduced
78
Two Sigma Advisers
Two Sigma Advisers
New York
$122M +$24.3M 12 0.52% Increased
79
VOYA Investment Management
VOYA Investment Management
Georgia
$118M +$3.32M 12 0.22% Increased
80
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$116M +$926K 13 0.24% Increased
81
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$116M +$26.7M 5 0.1% Increased
82
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$110M +$5.87M 3 0.33% Increased
83
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$109M -$979K 3 0.05% Reduced
84
HPM
H. Partners Management
New York
$109M $0 1 8.82% Maintained
85
NA
Newport Asia
California
$109M +$28.3M 1 21.7% Increased
86
SFM
Systematic Financial Management
New Jersey
$107M -$4.79M 3 1.51% Reduced
87
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$106M -$47.7M 2 0.22% Reduced
88
AQR Capital Management
AQR Capital Management
Connecticut
$104M -$20.8M 8 0.16% Reduced
89
Alyeska Investment Group
Alyeska Investment Group
Illinois
$102M +$1.17M 4 0.95% Increased
90
BCPEM
Bain Capital Public Equity Management
Massachusetts
$101M -$99.9M 2 6.58% Reduced
91
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$100M +$2.11M 4 0.21% Increased
92
AllianceBernstein
AllianceBernstein
Tennessee
$99.3M -$15.8M 13 0.08% Reduced
93
Nuveen
Nuveen
North Carolina
$98.6M +$20.9M 5 0.58% Increased
94
MTB
Mizuho Trust & Banking
Japan
$98.4M +$2.6M 5 0.29% Increased
95
CFM
Coronation Fund Managers
South Africa
$96.1M +$17.9M 1 3.53% Increased
96
Jennison Associates
Jennison Associates
New York
$95M -$8.61M 2 0.1% Reduced
97
EverPoint Asset Management
EverPoint Asset Management
Connecticut
$93.6M +$22.5M 4 1.68% Increased
98
SCH
Sylebra Capital (HK)
Hong Kong
$92.3M +$186K 1 8.12% Increased
99
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$91M +$28.8M 2 1.14% Increased
100
Cambiar Investors
Cambiar Investors
Colorado
$90M -$18.7M 2 1.31% Reduced