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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	APG Asset Management US New York	$179M	-$22.2M	1	1.11%	Reduced
102	SPC Silver Point Capital Greenwich, Connecticut	$177M	-$10.4M	1	9.71%	Reduced
103	Driehaus Capital Management Chicago, Illinois	$175M	+$8.14M	7	2.32%	Increased
104	NC Nitorum Capital New York	$173M	$0	1	7.88%	Maintained
105	Epoch Investment Partners New York	$172M	-$73.2M	2	0.93%	Reduced
106	Westfield Capital Management Boston, Massachusetts	$170M	+$58.5M	2	1.02%	Increased
107	Samlyn Capital New York	$169M	-$3.86M	3	2.47%	Reduced
108	SEI Investments Oaks, Pennsylvania	$167M	-$2.6M	16	0.37%	Reduced
109	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$165M	+$4.38M	10	0.99%	Increased
110	Amundi Paris, France	$165M	+$173M	9	0.11%	New
111	CIBC Private Wealth Group Atlanta, Georgia	$165M	+$6.79M	7	0.38%	Increased
112	Lasalle Investment Management Securities Baltimore, Maryland	$163M	+$23.4M	2	5.09%	Increased
113	SC Shellback Capital Boston, Massachusetts	$159M	+$12.1M	9	8.6%	Increased
114	Apollo Management Holdings New York	$159M	-$110M	2	0.9%	Reduced
115	Whale Rock Capital Management Boston, Massachusetts	$156M	-$29.1M	1	1.02%	Reduced
116	Neuberger Berman Group New York	$156M	-$1.57M	9	0.14%	Reduced
117	Jane Street New York	$148M	+$27.3M	17	0.06%	Increased
118	State Board of Administration of Florida Retirement System Tallahassee, Florida	$147M	+$30.1M	16	0.28%	Increased
119	HRT Financial New York	$147M	+$115M	11	1.34%	Increased
120	PAR Capital Management Boston, Massachusetts	$146M	-$28.9M	2	3.58%	Reduced
121	ACM AEW Capital Management Boston, Massachusetts	$144M	+$7.24M	1	4.27%	Increased
122	Hood River Capital Management Palm Beach Gardens, Florida	$141M	-$926K	2	4.21%	Reduced
123	CFM Coronation Fund Managers Cape Town, South Africa	$141M	+$49.6M	2	4.42%	Increased
124	Raymond James & Associates St Petersburg, Florida	$140M	+$5.08M	17	0.13%	Increased
125	WU Washington University St Louis, Missouri	$138M	$0	1	49.31%	Maintained