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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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$60M +$132K 18 0.07% Increased
177
Franklin Resources
Franklin Resources
California
$59.3M -$6.53M 5 0.03% Reduced
178
PIM
Platinum Investment Management
Australia
$58.7M -$14M 1 1.31% Reduced
179
Raymond James & Associates
Raymond James & Associates
Florida
$58.4M +$3.95M 14 0.08% Increased
180
HCM
Highline Capital Management
New York
$57.6M -$95.5M 2 8.41% Reduced
181
Emerald Advisers
Emerald Advisers
Pennsylvania
$57.4M -$2.17M 4 2.68% Reduced
182
CC
Carlson Capital
Texas
$57.4M +$1.87M 2 1.04% Increased
183
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$57.3M +$2.12M 3 2.53% Increased
184
TCG
Tremblant Capital Group
Florida
$56.8M +$19.3M 1 3.27% Increased
185
Squarepoint
Squarepoint
New York
$56.4M +$29M 12 0.5% Increased
186
Hood River Capital Management
Hood River Capital Management
Florida
$55.8M -$16.3M 3 2.85% Reduced
187
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$55.7M -$25M 10 0.08% Reduced
188
EW
Evoke Wealth
California
$54.7M +$57.8M 8 6.73% New
189
Westfield Capital Management
Westfield Capital Management
Massachusetts
$54.7M -$4.65M 2 0.44% Reduced
190
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$54.2M +$3.4M 1 1.79% Increased
191
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$54.2M +$12.3M 3 0.54% Increased
192
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$53.8M +$8.11M 1 0.85% Increased
193
HSBC Holdings
HSBC Holdings
United Kingdom
$53.7M +$2.4M 14 0.1% Increased
194
PCM
Penn Capital Management
Pennsylvania
$53.7M +$1.04M 10 5.6% Increased
195
SHCM
Stone House Capital Management
Florida
$53.2M +$7.2M 1 100% Increased
196
Acadian Asset Management
Acadian Asset Management
Massachusetts
$52.8M -$13.4M 5 0.23% Reduced
197
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$52.7M +$2.49M 7 0.25% Increased
198
WCP
Waterfront Capital Partners
New York
$50.5M +$7.53M 5 7.8% Increased
199
VP
Vitruvian Partners
United Kingdom
$48.5M $0 1 22.76% Maintained
200
GC
GMT Capital
Georgia
$47.9M -$17.6M 1 1.77% Reduced