Travel

• Cyclical Consumer
• Food
• Hospitality
• Japan
• Restaurants & Bars
• XYZ

3 little japanese stocks into shabu shabu

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• Cyclical Consumer
• Hotels & Resorts
• Korea
• Sports & Leisure
• XYZ

3 little korean stocks into golf courses

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• Casinos & Gaming
• Entertainment
• Hospitality
• Hotels & Resorts
• Korea
• Real Estate

3 little korean stocks into casinos

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• France
• Hospitality
• Hotels & Resorts
• Real Estate

3 little french stocks into hotels

DuffData

• Transport & Logistics
• Global
• Industrial
• Infrastructure

3 little stocks into high speed rail

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• Hotels & Resorts
• Hospitality
• Korea
• Real Estate
• XYZ

3 little korean stocks into hotels

DuffData

• Sports & Leisure
• Cyclical Consumer
• Global
• Hotels & Resorts
• Luxury
• Real Estate

3 little stocks into ski resorts

DuffData

• Ecommerce
• Global
• Software & Programming
• Technology
• Travel

3 little stocks into online travel

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• Casinos & Gaming
• Entertainment
• Hospitality
• Hotels & Resorts
• Real Estate
• United States

3 little US stocks into casinos

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• Hospitality
• Hotels & Resorts
• Real Estate
• United States

3 little US stocks into hotels

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