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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
201
BKBG
BHF Kleinwort Benson Group
Belgium
$28.1M +$27.2M 1 0.73% Increased
202
ClearBridge Investments
ClearBridge Investments
New York
$27.9M +$330K 2 0.03% Increased
203
Spot Trading
Spot Trading
Illinois
$27.8M -$7.47M 7 0.17% Reduced
204
Frontier Capital Management
Frontier Capital Management
Massachusetts
$27.7M -$14.8M 1 0.2% Reduced
205
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$27M -$8.71M 7 0.22% Reduced
206
Korea Investment Corp
Korea Investment Corp
South Korea
$26.6M -$3.44M 3 0.22% Reduced
207
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$26.2M +$3.46M 6 0.08% Increased
208
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$26.1M -$2.97M 3 0.28% Reduced
209
MSA
Mason Street Advisors
Wisconsin
$25.7M +$8.21M 7 0.18% Increased
210
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$25.5M -$857K 4 0.06% Reduced
211
Nomura Holdings
Nomura Holdings
Japan
$25.3M -$16.9M 6 0.07% Reduced
212
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$25.3M -$19.2M 4 0.21% Reduced
213
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$25.3M +$8.27M 4 0.32% Increased
214
FTCM
Fir Tree Capital Management
New York
$24.7M -$3.85M 2 0.26% Reduced
215
SEI Investments
SEI Investments
Pennsylvania
$24.7M +$25.6M 9 0.22% New
216
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$24.6M +$3M 2 0.41% Increased
217
Canada Life
Canada Life
Manitoba, Canada
$24M -$8.38M 9 0.08% Reduced
218
Asset Management One
Asset Management One
Japan
$23.4M +$3.62M 5 0.3% Increased
219
VCM
Vision Capital Management
Oregon
$23.4M +$1.58M 1 2.7% Increased
220
abrdn Investment Management
abrdn Investment Management
United Kingdom
$23.2M -$113M 2 0.09% Reduced
221
RS Investment Management
RS Investment Management
California
$22.6M -$3.02M 1 0.2% Reduced
222
ARTA
A.R.T. Advisors
New York
$22.4M +$10.9M 6 0.84% Increased
223
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$21.8M -$14.3M 4 0.18% Reduced
224
Aviva
Aviva
United Kingdom
$21.7M -$63.7K 3 0.17% Reduced
225
TAM
Toscafund Asset Management
United Kingdom
$21.3M +$2.31M 1 7.41% Increased