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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
176
NM
Nokota Management
New York
$76.4M -$6.48M 3 1.14% Reduced
177
Citigroup
Citigroup
New York
$74.4M +$9.91M 19 0.07% Increased
178
Alkeon Capital Management
Alkeon Capital Management
New York
$73.1M +$79.9M 1 0.34% New
179
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$72.8M -$25.3M 4 0.53% Reduced
180
National Pension Service
National Pension Service
South Korea
$71.7M +$9.35M 3 0.32% Increased
181
CIM
Chiron Investment Management
New York
$71.6M -$27.2M 2 4.94% Reduced
182
Davenport & Co
Davenport & Co
Virginia
$71.4M -$5.54M 3 0.88% Reduced
183
HSBC Holdings
HSBC Holdings
United Kingdom
$71.3M +$30.9M 9 0.13% Increased
184
Macquarie Group
Macquarie Group
Australia
$70.8M +$10.9M 15 0.09% Increased
185
Appaloosa LP
Appaloosa LP
New Jersey
$70M -$106M 2 0.8% Reduced
186
Hosking Partners
Hosking Partners
United Kingdom
$68.4M +$950K 1 1.51% Increased
187
ACM
Argent Capital Management
Missouri
$68.2M +$19.2K 4 2.46% Increased
188
SEI Investments
SEI Investments
Pennsylvania
$67.1M +$7.28M 16 0.23% Increased
189
Aviva
Aviva
United Kingdom
$66.9M +$30.9M 4 0.39% Increased
190
ESBC
E.S. Barr & Co
Kentucky
$65.9M +$4.77M 6 6.81% Increased
191
RAM
RWC Asset Management
United Kingdom
$64.8M +$14.6M 3 3.23% Increased
192
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$64.2M +$2.14M 13 0.33% Increased
193
SPCM
Sound Point Capital Management
New York
$64.2M -$38.7K 3 11.08% Reduced
194
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$63.5M -$16.9M 5 0.33% Reduced
195
TD Asset Management
TD Asset Management
Ontario, Canada
$63.4M +$12.7M 6 0.1% Increased
196
Bank of Montreal
Bank of Montreal
Ontario, Canada
$63.2M +$8.12M 17 0.05% Increased
197
FTIM
Flowering Tree Investment Management
Singapore
$62.8M +$20.1M 1 34.59% Increased
198
STRS Ohio
STRS Ohio
Ohio
$62.8M +$11.4M 14 0.27% Increased
199
Canada Life
Canada Life
Manitoba, Canada
$62.7M +$7.86M 17 0.15% Increased
200
GC
GMT Capital
Georgia
$62.4M -$10.6M 1 1.48% Reduced
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