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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	SGAM Smith Group Asset Management Dallas, Texas	$60.9M	+$25.5M	3	1.76%	Increased
202	Driehaus Capital Management Chicago, Illinois	$60.2M	+$3.8M	7	2.03%	Increased
203	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$59.7M	+$19.3M	5	0.51%	Increased
204	MSL Mackay Shields LLC New York	$59M	-$10.5M	6	0.41%	Reduced
205	Peregrine Capital Management Minneapolis, Minnesota	$58.5M	+$7.67M	4	1.46%	Increased
206	Nomura Asset Management Tokyo, Japan	$57.2M	+$40.7M	6	0.59%	Increased
207	AACA American Assets Capital Advisers San Diego, California	$57.1M	-$5.52M	3	10.9%	Reduced
208	CCM Criterion Capital Management San Francisco, California	$55.9M	+$28.4M	1	4.19%	Increased
209	LBIM Land & Buildings Investment Management Stamford, Connecticut	$55.5M	+$9.67M	2	11.1%	Increased
210	Marshall Wace London, United Kingdom	$55.4M	+$52.1M	7	0.83%	Increased
211	BWCA Brenner West Capital Advisors New York	$55.2M	$0	1	6.18%	Maintained
212	RCMC RK Capital Management (Colorado) Denver, Colorado	$54.9M	+$1.38M	5	12.1%	Increased
213	New York State Teachers Retirement System (NYSTRS) Albany, New York	$54.8M	+$2.68M	9	0.13%	Increased
214	CGM Capital Growth Management Boston, Massachusetts	$54.5M	+$52.3M	2	2.75%	New
215	Capital Guardian Trust Los Angeles, California	$53.6M	+$15.6M	2	0.76%	Increased
216	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$53.2M	+$25.7M	6	0.13%	Increased
217	BPCM Beach Point Capital Management Santa Monica, California	$51.8M	+$6.99M	2	10.56%	Increased
218	BNP Paribas Asset Management Paris, France	$51.3M	-$4.11M	5	0.43%	Reduced
219	LCM Lomas Capital Management New York	$51M	-$12.6M	1	8.85%	Reduced
220	YCM Yost Capital Management Houston, Texas	$50.8M	+$15.7M	2	23.94%	Increased
221	SG Americas Securities New York	$50.2M	+$41.4M	14	0.45%	Increased
222	Stifel Financial St. Louis, Missouri	$50.1M	-$3.14M	10	0.15%	Reduced
223	BPIH Broad Peak Investment Holdings Singapore	$50M	$0	1	6.32%	Maintained
224	Frontier Capital Management Boston, Massachusetts	$49.7M	-$21.4M	2	0.35%	Reduced
225	CP Centerbridge Partners New York	$49.2M	-$55.3M	1	3.46%	Reduced