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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	Royal Bank of Canada Toronto, Ontario, Canada	$149M	+$21M	21	0.05%	Increased
102	Bank of Montreal Toronto, Ontario, Canada	$148M	+$85.3M	20	0.11%	Increased
103	LBIM Land & Buildings Investment Management Stamford, Connecticut	$145M	+$32.3M	4	26.69%	Increased
104	NC Nitorum Capital New York	$143M	+$4.17M	1	8.01%	Increased
105	LSV Asset Management Chicago, Illinois	$143M	+$4.23M	3	0.22%	Increased
106	LCM Lafitte Capital Management Austin, Texas	$142M	+$274K	2	79.4%	Increased
107	CI Investments Inc Toronto, Ontario, Canada	$140M	+$40.5M	3	0.71%	Increased
108	Egerton Capital (UK) London, United Kingdom	$139M	-$334M	1	0.99%	Reduced
109	Mackenzie Financial Toronto Ontario, Ontario, Canada	$139M	-$957K	6	0.34%	Reduced
110	NIP Nicholas Investment Partners Rancho Santa Fe, California	$138M	+$22.9M	5	14.25%	Increased
111	Lasalle Investment Management Securities Baltimore, Maryland	$134M	+$6.03M	1	3.58%	Increased
112	Westfield Capital Management Boston, Massachusetts	$134M	+$43.5M	1	0.96%	Increased
113	State of Wisconsin Investment Board Madison, Wisconsin	$131M	+$7.21M	8	0.33%	Increased
114	Davenport & Co Richmond, Virginia	$128M	+$10.9M	5	1.37%	Increased
115	Franklin Resources San Mateo, California	$125M	+$49.4M	5	0.07%	Increased
116	Neuberger Berman Group New York	$124M	-$18.2M	7	0.14%	Reduced
117	ESCM Echo Street Capital Management New York	$123M	-$43.2M	3	1.9%	Reduced
118	ACM AEW Capital Management Boston, Massachusetts	$122M	+$115M	1	4.08%	New
119	NM NWI Management New York	$122M	+$3.34M	3	5%	Increased
120	NA Newport Asia San Francisco, California	$121M	+$49.9K	1	27.04%	Increased
121	Carillon Tower Advisers St. Petersburg, Florida	$119M	-$3.4M	3	0.79%	Reduced
122	CBT Capital Bank & Trust Irvine, California	$115M	+$3.93M	3	1.49%	Increased
123	AL AJO LP Philadelphia, Pennsylvania	$113M	+$38.9M	3	0.67%	Increased
124	Jennison Associates New York	$111M	-$19M	4	0.11%	Reduced
125	Citigroup New York	$111M	-$17.6M	21	0.08%	Reduced