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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
Asset Management One
Asset Management One
Japan
$103M -$6.54M 6 0.32% Reduced
127
RP
Regal Partners
Australia
$102M $0 1 8.64% Maintained
128
LFCM
Long Focus Capital Management
Puerto Rico
$102M -$4.85M 4 3.86% Reduced
129
HWCM
Hudson Way Capital Management
Texas
$101M -$7.9M 1 9.11% Reduced
130
Ninety One (UK)
Ninety One (UK)
United Kingdom
$100M -$76.3M 2 0.24% Reduced
131
Bahl & Gaynor
Bahl & Gaynor
Ohio
$99.5M -$104K 1 0.5% Reduced
132
Gotham Asset Management
Gotham Asset Management
New York
$97.8M +$36.3M 12 0.58% Increased
133
Federated Hermes
Federated Hermes
Pennsylvania
$97.5M -$5.03M 11 0.18% Reduced
134
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$95.8M -$1.02M 12 0.2% Reduced
135
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$95M +$63.3M 12 0.21% Increased
136
LPL Financial
LPL Financial
California
$95M -$581K 16 0.03% Reduced
137
National Bank of Canada
National Bank of Canada
Quebec, Canada
$91.9M +$15.8M 9 0.09% Increased
138
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$91.2M +$31.7M 10 0.29% Increased
139
SPC
Silver Point Capital
Connecticut
$91.1M $0 1 6.39% Maintained
140
Prudential Financial
Prudential Financial
New Jersey
$88.9M -$1.17M 14 0.11% Reduced
141
Nomura Asset Management
Nomura Asset Management
Japan
$88.8M -$5.43M 10 0.24% Reduced
142
SHCM
Stone House Capital Management
Florida
$86.6M $0 1 72.37% Maintained
143
Trexquant Investment
Trexquant Investment
Connecticut
$86.4M +$41.9M 10 0.98% Increased
144
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$82.4M +$22.7M 12 0.07% Increased
145
AssetMark Inc
AssetMark Inc
California
$82.3M +$7.98M 12 0.19% Increased
146
HPC
Hill Path Capital
New York
$81.9M +$69.7M 2 4.21% Increased
147
Natixis Advisors
Natixis Advisors
Massachusetts
$78.3M +$16.6M 11 0.12% Increased
148
UniSuper Management
UniSuper Management
Australia
$78.3M +$25.3M 6 0.52% Increased
149
Gabelli Funds
Gabelli Funds
New York
$77.8M +$1.47M 17 0.55% Increased
150
JGC
J. Goldman & Co
New York
$77.2M +$30.7M 6 1.85% Increased