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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
Ninety One (UK)
Ninety One (UK)
United Kingdom
$47.1M +$8.12M 1 0.14% Increased
202
Channing Capital Management
Channing Capital Management
Illinois
$46.9M -$16.4M 1 1.53% Reduced
203
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$46.4M +$492K 5 0.66% Increased
204
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$46.4M +$1.36M 2 0.63% Increased
205
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$45.7M +$15.7M 12 0.56% Increased
206
Canada Life
Canada Life
Manitoba, Canada
$45M +$6.81M 16 0.12% Increased
207
PCM
Penn Capital Management
Pennsylvania
$44.5M +$18.9M 6 4.79% Increased
208
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$44.2M +$26.6M 2 0.69% Increased
209
Calamos Advisors
Calamos Advisors
Illinois
$43.9M +$1.35M 8 0.19% Increased
210
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$43.2M +$10.4M 9 0.08% Increased
211
Chevy Chase Trust
Chevy Chase Trust
Maryland
$42.7M +$16.8M 6 0.18% Increased
212
National Bank of Canada
National Bank of Canada
Quebec, Canada
$42.6M +$44.8M 11 0.19% Increased
213
Apollo Management Holdings
Apollo Management Holdings
New York
$42.4M -$46.2M 1 0.3% Reduced
214
HPC
Hill Path Capital
New York
$42.3M $0 1 2.4% Maintained
215
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$41.8M +$7.42M 11 0.06% Increased
216
Sculptor Capital
Sculptor Capital
New York
$41.4M +$42.6M 1 0.44% New
217
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$40.9M +$7.93M 1 0.51% Increased
218
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$40.6M +$8.47M 9 0.26% Increased
219
1SP
140 Summer Partners
New York
$40.3M +$58.6M 1 5.51% New
220
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$39.8M -$26M 10 0.1% Reduced
221
Eaton Vance Management
Eaton Vance Management
Massachusetts
$39.7M +$139K 5 0.06% Increased
222
Hosking Partners
Hosking Partners
United Kingdom
$39.4M -$9.67M 3 1.55% Reduced
223
Two Sigma Advisers
Two Sigma Advisers
New York
$38.9M -$34.1M 12 0.11% Reduced
224
Castleark Management
Castleark Management
Illinois
$38.8M +$872K 4 2.07% Increased
225
LCM
Lafitte Capital Management
Texas
$38.5M -$5.38M 2 77.76% Reduced