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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
126
Nomura Holdings
Nomura Holdings
Japan
$96.5M +$54M 6 0.33% Increased
127
VOYA Investment Management
VOYA Investment Management
Georgia
$96.2M +$32.4M 18 0.24% Increased
128
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$95.7M +$44.4M 18 0.15% Increased
129
Asset Management One
Asset Management One
Japan
$93.6M +$23.6M 7 0.44% Increased
130
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$93.3M +$28.9M 14 0.23% Increased
131
SCM
Steadfast Capital Management
New York
$93M +$33.1M 1 2.05% Increased
132
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$92.8M -$174K 11 0.35% Reduced
133
VM
Varde Management
Minnesota
$92.8M $0 1 23.91% Maintained
134
Daiwa Securities Group
Daiwa Securities Group
Japan
$92.7M -$230M 7 0.71% Reduced
135
Driehaus Capital Management
Driehaus Capital Management
Illinois
$92.3M -$34.5M 4 1.49% Reduced
136
Causeway Capital Management
Causeway Capital Management
California
$92.3M +$6.81M 1 2.3% Increased
137
HSBC Holdings
HSBC Holdings
United Kingdom
$91.4M +$10.4M 15 0.13% Increased
138
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$91.2M +$16.8M 5 1.04% Increased
139
SM
Senvest Management
New York
$88.4M +$1.88M 1 3.02% Increased
140
ING Group
ING Group
Netherlands
$88.1M +$42.3M 5 1.02% Increased
141
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$84.7M +$35.3M 17 0.06% Increased
142
WU
Washington University
Missouri
$83.9M $0 1 31.11% Maintained
143
STRS Ohio
STRS Ohio
Ohio
$81.4M -$42.6K 11 0.37% Reduced
144
XN LP
XN LP
New York
$80.7M +$42.4M 1 7.88% Increased
145
Stifel Financial
Stifel Financial
Missouri
$78.7M -$13.2M 14 0.12% Reduced
146
CIM
Contrarius Investment Management
Jersey
$78.5M +$87.6M 2 5.07% New
147
HIM
Hanlon Investment Management
New Jersey
$78.2M $0 2 19.01% Maintained
148
Guggenheim Capital
Guggenheim Capital
Illinois
$76.9M -$3.91M 10 0.61% Reduced
149
UIC
Uniplan Investment Counsel
Wisconsin
$75.9M +$613K 2 5.28% Increased
150
Westwood Holdings Group
Westwood Holdings Group
Texas
$74.9M +$59M 1 0.82% Increased