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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
151
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$88.6M +$32.9M 4 0.64% Increased
152
APG Asset Management
APG Asset Management
Netherlands
$87M -$34.7M 4 0.15% Reduced
153
PGGM Investments
PGGM Investments
Netherlands
$83.1M $0 2 0.44% Maintained
154
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$82.2M -$170M 4 0.19% Reduced
155
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$81.3M -$2.93M 13 0.26% Reduced
156
PCM
Penn Capital Management
Pennsylvania
$81M -$1.08M 12 6.15% Reduced
157
PEAK6 Investments
PEAK6 Investments
Illinois
$77.9M +$88.6M 9 0.34% New
158
Oaktree Capital Management
Oaktree Capital Management
California
$77.3M -$6.3M 1 1.04% Reduced
159
Acadian Asset Management
Acadian Asset Management
Massachusetts
$77.2M -$51.6M 7 0.32% Reduced
160
CGM
Capital Growth Management
Massachusetts
$75.9M +$22.7M 3 3.92% Increased
161
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$75.7M +$31.7M 11 0.46% Increased
162
ACI
AMP Capital Investors
Australia
$75.6M -$14.8M 6 0.41% Reduced
163
TD Asset Management
TD Asset Management
Ontario, Canada
$75.1M +$22.4M 7 0.11% Increased
164
Brookfield Corp
Brookfield Corp
Ontario, Canada
$74.5M -$64.3M 1 0.3% Reduced
165
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$73.9M -$72.5M 5 0.2% Reduced
166
Wedge Capital Management
Wedge Capital Management
North Carolina
$72.6M -$90.3M 5 0.7% Reduced
167
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
$72.3M +$24M 1 1.57% Increased
168
BWCA
Brenner West Capital Advisors
New York
$70.4M +$17.9M 2 8.75% Increased
169
ESBC
E.S. Barr & Co
Kentucky
$69.2M +$12.9M 6 6.81% Increased
170
RCMC
RK Capital Management (Colorado)
Colorado
$69M +$18.5M 6 15.59% Increased
171
FTIM
Flowering Tree Investment Management
Singapore
$68.6M +$23.3M 1 54% Increased
172
Centersquare Investment Management
Centersquare Investment Management
Pennsylvania
$68.4M +$20.9M 1 1.01% Increased
173
BPCM
Beach Point Capital Management
California
$68.3M +$18.6M 2 15.14% Increased
174
Westfield Capital Management
Westfield Capital Management
Massachusetts
$68.3M -$42.9M 4 0.48% Reduced
175
NM
Nokota Management
New York
$68.2M -$2.66M 3 1.06% Reduced