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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
FCP
Fine Capital Partners
New York
$186M +$2.84M 1 41.95% Increased
77
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$186M +$7.69M 18 0.15% Increased
78
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$184M +$1.88M 18 0.23% Increased
79
BHG
Blue Harbour Group
Connecticut
$182M +$3.26M 2 10.64% Increased
80
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$179M +$1.14M 4 0.93% Increased
81
GAMCO Investors
GAMCO Investors
Connecticut
$176M -$22M 11 1.46% Reduced
82
SCH
Sylebra Capital (HK)
Hong Kong
$175M $0 1 7.66% Maintained
83
APG Asset Management US
APG Asset Management US
New York
$164M $0 1 1.14% Maintained
84
Victory Capital Management
Victory Capital Management
Texas
$158M +$35.3M 21 0.2% Increased
85
ESCM
Echo Street Capital Management
New York
$156M +$30.7M 3 2.65% Increased
86
Russell Investments Group
Russell Investments Group
United Kingdom
$148M -$22.9M 20 0.29% Reduced
87
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$148M +$8.34M 1 0.79% Increased
88
Federated Hermes
Federated Hermes
Pennsylvania
$145M +$3.32M 14 0.36% Increased
89
Balyasny Asset Management
Balyasny Asset Management
Illinois
$144M +$13.8M 11 0.99% Increased
90
Eagle Asset Management
Eagle Asset Management
Florida
$140M -$1.28M 5 0.72% Reduced
91
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$135M +$468K 19 0.26% Increased
92
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$133M -$113M 4 0.34% Reduced
93
Barclays
Barclays
United Kingdom
$131M -$5.52M 21 0.08% Reduced
94
NC
Nitorum Capital
New York
$125M +$30.8M 1 7.26% Increased
95
Neuberger Berman Group
Neuberger Berman Group
New York
$124M -$20M 6 0.15% Reduced
96
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$123M -$146M 7 0.22% Reduced
97
LSV Asset Management
LSV Asset Management
Illinois
$122M -$7.42M 2 0.2% Reduced
98
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$122M -$3.35M 17 0.22% Reduced
99
Aberdeen Group
Aberdeen Group
United Kingdom
$121M +$38.3M 7 0.3% Increased
100
Prudential Financial
Prudential Financial
New Jersey
$121M -$13.5M 17 0.19% Reduced