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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
501	Oregon Public Employees Retirement Fund Tigard, Oregon	$32.1M	+$1.3M	6	0.35%	Increased
502	HI Hendershot Investments Centreville, Virginia	$31.9M	+$1.1M	1	4.16%	Increased
503	WTA Washington Trust Advisors Wellesley, Massachusetts	$31.9M	-$1.63M	4	2.37%	Reduced
504	Beacon Pointe Advisors Newport Beach, California	$31.9M	-$8.34M	4	0.15%	Reduced
505	SCI S&CO Inc Boston, Massachusetts	$31.6M	-$174K	3	1.82%	Reduced
506	Border to Coast Pensions Partnership Leeds, United Kingdom	$31.5M	$0	1	0.46%	Maintained
507	BCP Breakout Capital Partners New York	$31.5M	$0	1	19.23%	Maintained
508	Soros Fund Management New York	$31.4M	+$27.1M	1	0.39%	New
509	TCMI Technology Crossover Management IX Menlo Park, California	$31.3M	$0	1	4.53%	Maintained
510	Elo Mutual Pension Insurance Espoo, Finland	$31.1M	+$14.6M	3	0.4%	Increased
511	MA MSA Advisors Santa Monica, California	$31.1M	-$2.8M	1	7.99%	Reduced
512	Capital Advisors Inc Tulsa, Oklahoma	$31M	+$334K	1	0.46%	Increased
513	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$31M	-$1.97M	4	0.21%	Reduced
514	Capital International Los Angeles, California	$30.7M	+$3.14M	2	1%	Increased
515	WWA WCG Wealth Advisors Las Vegas, Nevada	$30.7M	+$24.9M	3	0.73%	Increased
516	FCIM Fairview Capital Investment Management Greenbrae, California	$30.6M	-$1.63M	1	1.61%	Reduced
517	LMR Partners London, United Kingdom	$30.4M	+$8.29M	3	0.11%	Increased
518	XTX Topco George Town, Cayman Islands	$30.4M	-$21.5M	12	0.39%	Reduced
519	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$30.4M	+$6.78M	4	0.33%	Increased
520	Cambridge Investment Research Advisors Fairfield, Iowa	$30.4M	+$802K	5	0.07%	Increased
521	Kovitz Investment Group Partners Chicago, Illinois	$30.1M	+$12.9M	4	0.67%	Increased
522	AE Wealth Management Topeka, Kansas	$29.9M	+$25.9M	3	0.14%	Increased
523	Badgley Phelps Wealth Managers Seattle, Washington	$29.9M	-$4.44M	1	0.52%	Reduced
524	LCM Lakewood Capital Management New York	$29.4M	+$4.32M	1	1.52%	Increased
525	CCM Cantillon Capital Management New York	$29.3M	-$604M	2	4.41%	Reduced