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Small Themes '25: Gambling Picks and Shovels
6 tickers · $14.83B total market cap
Group: Small Themes
The sports betting "picks and shovels" investment theme focuses on companies providing essential infrastructure, technology, and services to the sports betting industry. This includes firms like Rush Street Interactive (RSI), International Game Technology (IGT), Genius Sports (GENI), GAN Limited (GAN), Accel Entertainment (ACEL), and Sportradar (SRAD). These companies benefit from the industry's growth without directly engaging in betting operations.
Small Themes '25: Gambling Picks and Shovels tracks 6 publicly listed stocks in this theme: ACEL, BRSL, GAN, GENI, RSI, SRAD. See the constituent table for details.
Thesis update: 2025-04-16
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Rush Street Interactive, Inc.RSI | 04/28/2026 (AMC) | 04/28/2026 (AMC) | 10.15% | 15.24% | 28.62% | 0.07% | $6.66B | 16.6667 |
Sportradar Group AGSRAD | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -1.79% | -9.40% | -27.56% | 5.31% | $3.93B | 16.6667 |
Brightstar LotteryBRSL | 05/12/2026 (BMO) | 05/12/2026 (BMO) | 5.90% | -14.10% | -7.60% | -3.28% | $1.96B | 16.6667 |
Genius Sports LimitedGENI | 05/07/2026 (BMO) | 05/07/2026 (BMO) | -9.43% | 0.00% | -24.91% | 13.86% | $1.23B | 16.6667 |
Accel Entertainment, Inc.ACEL | 05/05/2026 (AMC) | 05/05/2026 (AMC) | 10.12% | -6.88% | 2.30% | 3.25% | $955.6M | 16.6667 |
GAN LimitedGAN | 05/09/2025 (AMC) | 05/09/2025 (AMC) | 0.00% | 1.11% | 2.82% | 8.24% | $91.5M | 16.6667 |
| Average | 2.49% | -2.34% | -4.39% | 4.58% | $2.47B | 16.6667 | ||
| Median | 2.95% | -3.44% | -2.65% | 4.28% | $1.60B | 16.6667 | ||
| Std Dev | 7.01% | 9.44% | 18.95% | 5.54% | $2.21B | 0.0% | ||
| Min | -9.43% | -14.10% | -27.56% | -3.28% | $91.5M | 16.6667 | ||
| Max | 10.15% | 15.24% | 28.62% | 13.86% | $6.66B | 16.6667 | ||
| % Positive Tickers | 50.00% | 33.33% | 50.00% | 83.33% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.