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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
Raymond James & Associates
Raymond James & Associates
Florida
$29.4M +$6.16M 10 0.08% Increased
202
ESCM
Echo Street Capital Management
New York
$29.3M +$23M 2 1.24% Increased
203
KAM
Keeley Asset Management
Illinois
$29.1M -$3.36M 1 1.23% Reduced
204
National Pension Service
National Pension Service
South Korea
$28.6M +$2.13M 2 0.23% Increased
205
TA
Teton Advisors
New York
$28.4M +$36.7K 9 2.48% Increased
206
Comerica Bank
Comerica Bank
Texas
$28.3M +$1.17M 7 0.24% Increased
207
Korea Investment Corp
Korea Investment Corp
South Korea
$27.9M +$25.3M 3 0.15% Increased
208
SCM
Sandler Capital Management
New York
$27.7M +$6.44M 3 3.4% Increased
209
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$27.3M -$2.84M 7 0.34% Reduced
210
GIG
Goodnow Investment Group
Connecticut
$27.1M +$342K 1 6.42% Increased
211
EAM
EastBay Asset Management
New York
$27.1M -$8.62M 1 4.14% Reduced
212
SHCM
Stone House Capital Management
Florida
$27M -$981K 1 69.71% Reduced
213
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$27M -$1.99M 5 0.05% Reduced
214
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$26.7M +$1.2M 2 0.83% Increased
215
TCW Group
TCW Group
California
$26.6M -$2.06M 4 0.2% Reduced
216
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$26.4M +$1.73M 4 0.26% Increased
217
Axa
Axa
France
$26.3M +$11.7M 6 0.12% Increased
218
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$25.8M -$3.26M 3 0.22% Reduced
219
Ariel Investments
Ariel Investments
Illinois
$25.7M +$1.16M 1 0.31% Increased
220
William Blair Investment Management
William Blair Investment Management
Illinois
$24.8M +$11.7M 2 0.09% Increased
221
FFA
First Foundation Advisors
California
$24.7M -$1.13M 2 1.71% Reduced
222
Granahan Investment Management
Granahan Investment Management
Massachusetts
$24.3M +$2.03M 3 0.8% Increased
223
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$23.9M +$844K 1 0.27% Increased
224
MPMG
Minneapolis Portfolio Management Group
Minnesota
$23.7M +$276K 1 4.13% Increased
225
KC
KRV Capital
New York
$23.2M +$9.36M 2 7.88% Increased