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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
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$168M +$149M 1 1.51% New
102
SG
Standard General
New York
$165M $0 1 87.57% Maintained
103
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$161M -$29.4M 1 5.21% Reduced
104
Bessemer Group
Bessemer Group
New Jersey
$160M -$950K 13 0.34% Reduced
105
Voloridge Investment Management
Voloridge Investment Management
Florida
$158M -$13.5M 10 0.75% Reduced
106
GAMCO Investors
GAMCO Investors
Connecticut
$155M -$1.65M 13 1.63% Reduced
107
Aberdeen Group
Aberdeen Group
United Kingdom
$154M +$758K 7 0.36% Increased
108
Raymond James & Associates
Raymond James & Associates
Florida
$152M +$3.7M 15 0.13% Increased
109
Two Sigma Investments
Two Sigma Investments
New York
$150M -$24.2M 12 0.38% Reduced
110
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$146M +$66.9M 11 0.5% Increased
111
Neuberger Berman Group
Neuberger Berman Group
New York
$145M +$4.23M 10 0.13% Increased
112
AQR Capital Management
AQR Capital Management
Connecticut
$143M +$86.3M 16 0.3% Increased
113
National Pension Service
National Pension Service
South Korea
$142M +$18M 5 0.23% Increased
114
Atreides Management
Atreides Management
Massachusetts
$139M -$51.4M 2 3.58% Reduced
115
CI Investments Inc
CI Investments Inc
Ontario, Canada
$138M -$999K 11 0.7% Reduced
116
CFM
Coronation Fund Managers
South Africa
$135M +$27.2M 2 3.64% Increased
117
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$135M +$5.34M 1 1.64% Increased
118
Brown Advisory
Brown Advisory
Maryland
$134M -$32.8M 5 0.21% Reduced
119
Man Group
Man Group
United Kingdom
$130M +$127M 16 0.4% New
120
STRS Ohio
STRS Ohio
Ohio
$130M -$22.8M 13 0.55% Reduced
121
Adage Capital Partners
Adage Capital Partners
Massachusetts
$129M -$5.7M 5 0.28% Reduced
122
Prudential Financial
Prudential Financial
New Jersey
$128M +$5M 16 0.19% Increased
123
SHCM
Stone House Capital Management
Florida
$127M -$6.21M 1 63.76% Reduced
124
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$127M -$1.79M 15 0.28% Reduced
125
Nomura Holdings
Nomura Holdings
Japan
$124M +$97.1M 5 0.34% Increased