← 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
ACG
Aventail Capital Group
New York
$97.1M +$48.1M 3 14.5% Increased
227
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$96.8M +$7.86M 10 1.22% Increased
228
1SP
140 Summer Partners
New York
$94.8M -$13.2M 1 7.49% Reduced
229
RA
RR Advisors
Texas
$93.9M +$34.4M 2 16.2% Increased
230
Silvercrest Asset Management
Silvercrest Asset Management
New York
$93.5M +$54.4M 4 0.61% Increased
231
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$92.3M +$6.63M 7 4.84% Increased
232
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$91.9M -$1.86M 3 0.61% Reduced
233
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$91.1M +$20.1M 7 1.5% Increased
234
Optiver Holding
Optiver Holding
Netherlands
$91.1M +$87.3M 3 0.09% Increased
235
DZ Bank
DZ Bank
Germany
$90.8M +$13M 6 0.13% Increased
236
FFM
Fullerton Fund Management
Singapore
$89.3M +$82.2M 1 4.72% New
237
Cooperman Leon G
Cooperman Leon G
$88.4M +$8.92M 1 4.65% Increased
238
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$87.7M -$347K 4 0.09% Reduced
239
MAMU
Marathon Asset Management (UK)
United Kingdom
$87.7M -$5.83M 1 1.19% Reduced
240
Driehaus Capital Management
Driehaus Capital Management
Illinois
$87.6M +$36.9M 3 1.08% Increased
241
Regions Financial Corp
Regions Financial Corp
Alabama
$87.5M -$3.87M 6 0.71% Reduced
242
AMF Tjänstepension
AMF Tjänstepension
Sweden
$85.8M -$31.1M 3 0.63% Reduced
243
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$85.7M +$71.4M 1 1.06% New
244
Brown Advisory
Brown Advisory
Maryland
$85.6M +$61.1M 7 0.13% Increased
245
Homestead Advisers
Homestead Advisers
Virginia
$84.9M +$78.1M 1 2.08% New
246
Rockefeller Capital Management
Rockefeller Capital Management
New York
$84.8M +$9.06M 16 0.41% Increased
247
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$84.5M +$50.4M 15 0.76% Increased
248
Aviva
Aviva
United Kingdom
$84.2M -$33M 4 0.42% Reduced
249
SSM
Sound Shore Management
Connecticut
$83.2M -$33.4M 1 2.42% Reduced
250
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$83.1M +$34.8M 2 0.61% Increased