← All themes

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
401	KCP Kingsway Capital Partners London,	$51.6M	+$50.6M	1	7.02%	New
402	Manning & Napier Advisors Fairport, New York	$51.6M	-$5.92M	2	0.66%	Reduced
403	CA Cortland Associates St Louis, Missouri	$51.1M	-$1.62M	1	7.39%	Reduced
404	SAM Southeastern Asset Management Memphis, Tennessee	$51M	-$28.8M	3	2.66%	Reduced
405	GAMCO Investors Greenwich, Connecticut	$50.9M	-$653K	3	0.46%	Reduced
406	Congress Asset Management Boston, Massachusetts	$50.3M	+$3.4M	3	0.31%	Increased
407	SGAM Smith Group Asset Management Dallas, Texas	$50.2M	+$358K	3	2.04%	Increased
408	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$50M	-$43.8M	6	0.13%	Reduced
409	DCP Distillate Capital Partners Chicago, Illinois	$49.8M	-$4.87M	2	2.59%	Reduced
410	EARNEST Partners Atlanta, Georgia	$49.5M	-$1.45M	1	0.18%	Reduced
411	Bridgewater Associates Westport, Connecticut	$49.5M	+$37.6M	3	0.2%	Increased
412	GF Fund Management Guangzhou, China	$49.4M	-$4.2M	2	0.59%	Reduced
413	Exchange Traded Concepts Oklahoma City, Oklahoma	$48.9M	+$8.16M	7	0.22%	Increased
414	iA Global Asset Management Quebec, Quebec, Canada	$48.6M	-$8.7M	3	0.58%	Reduced
415	Glazer Capital LLC New York	$48M	+$41.5M	1	1.18%	New
416	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$47.4M	+$135K	7	0.32%	Increased
417	Welch & Forbes Boston, Massachusetts	$47.2M	-$1.48M	2	0.57%	Reduced
418	OFI Invest Asset Management Paris, France	$47M	+$31.1M	3	0.47%	Increased
419	IHL Investment House LLC Redondo Beach, California	$46.8M	-$895K	3	2.12%	Reduced
420	LGT Group Foundation Vaduz, Liechtenstein	$46.3M	-$27M	2	0.52%	Reduced
421	Stock Yards Bank & Trust Louisville, Kentucky	$46.1M	-$247K	1	1.32%	Reduced
422	MCP Meridiem Capital Partners Dallas, Texas	$45.8M	+$28.1M	3	2.05%	Increased
423	MN Services Vermogensbeheer The Hague, Netherlands	$45.8M	-$3.3M	4	0.34%	Reduced
424	STRS Ohio Columbus, Ohio	$45.4M	-$5.92M	7	0.17%	Reduced
425	Madison Asset Management Madison, Wisconsin	$45.3M	-$2.25M	1	0.54%	Reduced