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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
Marshall Wace
Marshall Wace
United Kingdom
$49.3M +$25.9M 10 0.34% Increased
202
Canada Life
Canada Life
Manitoba, Canada
$49.1M +$10.4M 18 0.11% Increased
203
KSCM
King Street Capital Management
New York
$48.5M -$41.8M 1 2.4% Reduced
204
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$48.5M +$3.42M 4 4.24% Increased
205
FIM
Frontier Investment Management
Texas
$48.3M +$2.51M 2 2.79% Increased
206
MC
Maplelane Capital
New York
$48.1M +$34.2M 2 1.3% Increased
207
Aviva
Aviva
United Kingdom
$48M +$2.57M 7 0.29% Increased
208
Fidelity International
Fidelity International
Bermuda
$47.8M +$3.77M 4 0.07% Increased
209
JGC
J. Goldman & Co
New York
$47.6M +$12.3M 5 3.41% Increased
210
RGI
River Global Investors
United Kingdom
$47.3M +$34.7M 1 2.62% Increased
211
TCG
Tremblant Capital Group
Florida
$47M -$21.4M 1 2.34% Reduced
212
C
Chescapmanager
Maryland
$46.4M -$305K 3 6.83% Reduced
213
AssetMark Inc
AssetMark Inc
California
$46.2M +$73.6K 4 0.35% Increased
214
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$45.6M -$60.7M 4 0.75% Reduced
215
VP
Vitruvian Partners
United Kingdom
$45.5M $0 1 18.76% Maintained
216
HWCM
Hudson Way Capital Management
Texas
$45.4M $0 1 17.81% Maintained
217
Envestnet Asset Management
Envestnet Asset Management
Illinois
$45.3M +$2.95M 13 0.05% Increased
218
FFA
First Foundation Advisors
California
$45.1M -$71.4K 2 2.23% Reduced
219
Chevy Chase Trust
Chevy Chase Trust
Maryland
$45.1M +$17M 3 0.17% Increased
220
GW&K Investment Management
GW&K Investment Management
Massachusetts
$45M -$6.16M 2 0.6% Reduced
221
WCP
Waterfront Capital Partners
New York
$44.8M -$9.76M 3 6.81% Reduced
222
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$44.5M +$4.53M 3 1.13% Increased
223
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$44.4M +$26.2M 7 0.2% Increased
224
Nomura Asset Management
Nomura Asset Management
Japan
$44.2M -$3.47M 6 0.4% Reduced
225
PC
PM Capital
Australia
$44M +$18.9K 2 8.77% Increased