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Online Travel & Experiences

Booking platforms sit between travellers and the airlines, hotels, and hosts that serve them, taking a commission on each reservation. Demand is discretionary and moves sharply with confidence and exchange rates.

32 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
251	Menora Mivtachim Holdings Ramat Gan, Israel	$113M	$0	1	0.44%	Maintained
252	RFM Ranmore Fund Management Cobham, United Kingdom	$112M	+$23.2M	2	12.4%	Increased
253	US Bancorp Minneapolis, Minnesota	$111M	-$1.22M	12	0.12%	Reduced
254	Stephens Investment Management Group Houston, Texas	$109M	+$7M	1	1.17%	Increased
255	Daiwa Securities Group Tokyo, Japan	$108M	+$12.9M	5	0.21%	Increased
256	Westfield Capital Management Boston, Massachusetts	$108M	-$40M	1	0.35%	Reduced
257	Virginia Retirement Systems Richmond, Virginia	$108M	+$22.2M	5	0.64%	Increased
258	Caledonia Investments (Australia) Sydney NSW, Australia	$107M	+$1.45M	1	3.66%	Increased
259	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$107M	+$14.7M	6	0.12%	Increased
260	Vest Financial Mclean, Virginia	$107M	+$13.7M	3	1.12%	Increased
261	Brandes Investment Partners La Jolla, California	$107M	+$7.76M	2	0.75%	Increased
262	Nykredit A/S Nordhavn, Denmark	$106M	+$101M	7	0.41%	New
263	State of New Jersey Common Pension Fund D Trenton, New Jersey	$106M	-$4.62M	6	0.36%	Reduced
264	CIBC Asset Management Toronto, Ontario, Canada	$105M	+$4.32M	7	0.23%	Increased
265	HighTower Advisors Chicago, Illinois	$103M	+$2.09M	8	0.1%	Increased
266	RCM Redwood Capital Management New York	$103M	-$88.8M	1	11.14%	Reduced
267	Capital International Inc Los Angeles, California	$103M	+$54M	3	0.72%	Increased
268	KCM Kensico Capital Management Greenwich, Connecticut	$103M	+$14.9M	1	1.76%	Increased
269	LCI L1 Capital International Sydney NSW 2000, Australia	$102M	-$3.33M	1	5.97%	Reduced
270	HRT Financial New York	$102M	-$31.1M	5	0.19%	Reduced
271	Ruffer LLP London, United Kingdom	$101M	+$83M	3	3.58%	Increased
272	Tidal Investments Milwaukee, Wisconsin	$100M	+$21.9M	12	0.17%	Increased
273	Antipodes Partners Royal Exchange, Australia	$98.1M	+$90M	3	1.8%	Increased
274	ING Group Amsterdam, Netherlands	$97.1M	-$6.47M	4	0.47%	Reduced
275	ARAM Ardmore Road Asset Management New York	$95.8M	-$1.01M	4	5.62%	Reduced