← All themes Oil & Gas

LNG

Liquefied natural gas is chilled until it can be carried by ship, which turns a regional pipeline commodity into a globally traded one. Export terminals, purpose built carriers, and long term contracts are what the theme is built on.

32 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
226
Suntrust Banks
Suntrust Banks
Georgia
$48.1M -$1.9M 8 0.28% Reduced
227
PC
Pelham Capital
United Kingdom
$47.1M +$38M 1 12.53% New
228
ACM
Arosa Capital Management
Florida
$47M +$20.8M 3 7.21% Increased
229
MBA
Maple-Brown Abbott
Australia
$47M -$26.7M 1 3.94% Reduced
230
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$46.6M -$1.68M 11 0.25% Reduced
231
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$46.3M +$4.29M 8 0.41% Increased
232
RNC Capital Management
RNC Capital Management
California
$46.2M +$326K 1 3.2% Increased
233
SM
Seminole Management
New York
$45.9M -$598K 1 8.36% Reduced
234
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$45M -$965K 2 0.77% Reduced
235
Encompass Capital Advisors
Encompass Capital Advisors
New York
$44.8M -$9.23M 2 6.36% Reduced
236
Nordea Investment Management
Nordea Investment Management
Sweden
$44.7M +$1.37M 5 0.11% Increased
237
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$44.2M -$65K 7 1.17% Reduced
238
Wedge Capital Management
Wedge Capital Management
North Carolina
$43.8M +$237K 3 0.39% Increased
239
ICA
Infrastructure Capital Advisors
New York
$43.6M -$2.51M 2 4.26% Reduced
240
Axa
Axa
France
$43.3M -$3.58M 4 0.17% Reduced
241
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$43.2M +$12.7M 7 0.5% Increased
242
Boston Trust Walden
Boston Trust Walden
Massachusetts
$42.4M +$1.83M 2 0.62% Increased
243
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$41.6M $0 3 0.42% Maintained
244
HCMT
Highland Capital Management (Texas)
Texas
$41.1M -$660K 3 1.89% Reduced
245
ANRF
Adams Natural Resources Fund
Maryland
$40.6M +$2.77M 3 6.08% Increased
246
RA
RR Advisors
Texas
$40.3M -$10.6M 2 5.6% Reduced
247
AIG
American International Group
New York
$40.2M +$3.24M 10 0.13% Increased
248
TCM
Trafelet Capital Management
New York
$39.7M +$9.05M 2 27.73% Increased
249
Royce & Associates
Royce & Associates
New York
$39.3M +$9.46M 3 0.26% Increased
250
HHAM
HITE Hedge Asset Management
Massachusetts
$38.5M -$29.8M 3 6.8% Reduced