← 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
ICA
Infrastructure Capital Advisors
New York
$57.8M -$12.9M 2 7.86% Reduced
227
Creative Planning
Creative Planning
Kansas
$57.6M -$2.02M 10 0.19% Reduced
228
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$57M +$3.34M 3 1.72% Increased
229
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$55.6M +$6.97M 2 1.54% Increased
230
LPL Financial
LPL Financial
California
$54.7M -$5.06M 11 0.11% Reduced
231
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$54.5M -$1.93M 3 0.51% Reduced
232
BHMP
Bardin Hill Management Partners
New York
$54.4M $0 1 9.44% Maintained
233
First Manhattan
First Manhattan
New York
$54.4M -$9.61M 7 0.3% Reduced
234
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$54.3M +$3.6M 4 0.42% Increased
235
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$53.6M +$14M 4 0.66% Increased
236
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$53.3M +$11M 1 0.63% Increased
237
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$53.1M +$4.88M 1 0.78% Increased
238
ABC
Anchor Bolt Capital
Illinois
$52.2M -$14M 1 10.7% Reduced
239
SW
SVB Wealth
Massachusetts
$52.1M -$12.1M 4 1.04% Reduced
240
Magnetar Financial
Magnetar Financial
Illinois
$52.1M -$159K 3 1.33% Reduced
241
Los Angeles Capital Management
Los Angeles Capital Management
California
$52.1M -$713K 4 0.28% Reduced
242
FCM
Freshford Capital Management
New York
$51.8M -$418K 1 9.46% Reduced
243
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$51.5M +$3.55M 3 0.35% Increased
244
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$51.5M $0 1 1.66% Maintained
245
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$51.3M -$27.9M 5 0.46% Reduced
246
Royal London Asset Management
Royal London Asset Management
United Kingdom
$51.2M -$346K 4 0.39% Reduced
247
Glenmede Trust
Glenmede Trust
Pennsylvania
$51.2M -$8.89M 10 0.23% Reduced
248
Encompass Capital Advisors
Encompass Capital Advisors
New York
$50.5M +$14.7M 2 3.46% Increased
249
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$50.4M -$2.3M 9 1.12% Reduced
250
NAM
Nexpoint Asset Management
Texas
$49.9M +$52M 3 3.11% New