Top Sectors
Consumer Discretionary
91%
Information Technology
2%
Real Estate
2%
Industrials
2%
Communication Services
1%
Financials
1%
Materials
1%
Health Care
0%
Consumer Staples
0%
Utilities
0%
Top Verticals
Equity Bottom-Up
67%
Thematic (Sector/Industry)
33%
Top Entities
Las Vegas Sands
48
Melco Resorts & Entertainment
35
Wynn Resorts
29
NagaCorp
24
Galaxy Entertainment Group
24
MGM Resorts International
19
Sands China
18
Wynn Macau
16
Universal Entertainment
14
MGM China
13
Top Countries
Macau
7.5%
Hong Kong
7%
United States
5.7%
Philippines
4.3%
Japan
4.1%
China
4.1%
Cambodia
4.1%
Australia
3.8%
India
2.9%
Singapore
2.9%