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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
Southeastern Asset Management
Southeastern Asset Management
Tennessee
$251M +$10.9M 2 4.76% Increased
77
Aberdeen Group
Aberdeen Group
United Kingdom
$250M +$48.1M 9 0.56% Increased
78
London Company of Virginia
London Company of Virginia
Virginia
$244M +$109M 1 1.34% Increased
79
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$244M +$4.23M 19 0.26% Increased
80
Barclays
Barclays
United Kingdom
$239M +$53.8M 20 0.11% Increased
81
Franklin Resources
Franklin Resources
California
$229M +$36.2M 10 0.09% Increased
82
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$228M +$2.91M 20 0.29% Increased
83
Samlyn Capital
Samlyn Capital
New York
$226M +$37.8M 1 3.03% Increased
84
SHCM
Stone House Capital Management
Florida
$224M +$190M 1 91.95% New
85
Harvard Management Company
Harvard Management Company
Massachusetts
$223M $0 1 13.04% Maintained
86
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$221M +$101M 2 6.03% Increased
87
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$218M +$465K 1 5.87% Increased
88
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$216M -$76.5M 4 0.52% Reduced
89
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$211M +$2.8M 18 0.29% Increased
90
Federated Hermes
Federated Hermes
Pennsylvania
$211M -$79.8M 18 0.4% Reduced
91
Credit Suisse
Credit Suisse
Switzerland
$207M -$18.5M 18 0.11% Reduced
92
American Century Companies
American Century Companies
Missouri
$204M -$102M 14 0.14% Reduced
93
SC
Shellback Capital
Massachusetts
$204M +$37.7M 9 11.87% Increased
94
Blackstone Inc
Blackstone Inc
New York
$200M +$13.7M 2 0.45% Increased
95
Russell Investments Group
Russell Investments Group
United Kingdom
$197M -$57.7M 21 0.33% Reduced
96
NC
Nitorum Capital
New York
$196M -$11.5M 1 9.32% Reduced
97
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$188M +$50.9M 9 0.29% Increased
98
Westfield Capital Management
Westfield Capital Management
Massachusetts
$188M +$6.92M 2 1.13% Increased
99
GAMCO Investors
GAMCO Investors
Connecticut
$188M -$15.5M 13 1.66% Reduced
100
Two Sigma Investments
Two Sigma Investments
New York
$185M -$29.4M 15 0.41% Reduced
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