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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
101	HCM Hoplite Capital Management New York	$135M	-$29.1M	2	8.57%	Reduced
102	NA Newport Asia San Francisco, California	$134M	+$2.18M	1	19.79%	Increased
103	Nuveen Charlotte, North Carolina	$130M	+$26.2M	5	0.85%	Increased
104	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$128M	+$226K	4	0.24%	Increased
105	Marshall Wace North America New York	$127M	+$96.9M	6	0.8%	Increased
106	Royal Bank of Canada Toronto, Ontario, Canada	$127M	-$55.6M	20	0.06%	Reduced
107	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$127M	-$10.4M	16	0.28%	Reduced
108	Asset Management One Tokyo, Japan	$123M	+$3.82M	6	0.29%	Increased
109	VM Valinor Management New York	$123M	+$121M	1	3.85%	New
110	Pinnacle Associates New York	$121M	-$3.37M	6	2.23%	Reduced
111	BM Bridger Management New York	$119M	+$1.02M	2	7.11%	Increased
112	Guggenheim Capital Chicago, Illinois	$113M	+$31.7M	10	0.26%	Increased
113	AllianceBernstein Nashville, Tennessee	$111M	-$36.1M	14	0.08%	Reduced
114	Diamond Hill Capital Management Columbus, Ohio	$108M	+$1.99M	1	0.57%	Increased
115	Macquarie Group Sydney, NSW 2000, Australia	$107M	-$47M	14	0.12%	Reduced
116	CFM Coronation Fund Managers Cape Town, South Africa	$107M	-$99.9K	1	3.18%	Reduced
117	GC GMT Capital Atlanta, Georgia	$106M	-$13.5M	1	2.13%	Reduced
118	Jennison Associates New York	$106M	-$1.96M	2	0.11%	Reduced
119	Westfield Capital Management Boston, Massachusetts	$106M	-$1.97M	4	0.81%	Reduced
120	RhumbLine Advisers Boston, Massachusetts	$106M	+$12.3M	14	0.23%	Increased
121	Prudential Financial Newark, New Jersey	$103M	+$20.7M	13	0.15%	Increased
122	Brookfield Corp Toronto, Ontario, Canada	$102M	+$30M	2	0.48%	Increased
123	DSM Capital Partners Palm Beach Gardens, Florida	$101M	+$19.5M	1	1.43%	Increased
124	NM NWI Management New York	$100M	+$19.4M	3	9.61%	Increased
125	MCM McKinley Capital Management Anchorage, Alaska	$100M	-$301K	2	4.09%	Reduced