← 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	GKFF George Kaiser Family Foundation Tulsa, Oklahoma	$121M	$0	1	24.59%	Maintained
227	RA RR Advisors Dallas, Texas	$121M	+$1.47M	3	20.76%	Increased
228	KCM Kensico Capital Management Greenwich, Connecticut	$121M	-$6.22M	1	4.59%	Reduced
229	Patient Capital Management Baltimore, Maryland	$120M	+$7.25M	2	6.36%	Increased
230	Asset Management One Tokyo, Japan	$120M	-$1.42M	6	0.48%	Reduced
231	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$120M	-$136M	2	0.3%	Reduced
232	Brown Advisory Baltimore, Maryland	$119M	-$375K	9	0.17%	Reduced
233	Treasurer of the State of North Carolina Raleigh, North Carolina	$118M	-$3.01M	5	0.57%	Reduced
234	Swedbank Stockholm, Sweden	$115M	-$5.87M	3	0.19%	Reduced
235	Cambiar Investors Denver, Colorado	$112M	-$12.3M	6	4.43%	Reduced
236	Kornitzer Capital Management Shawnee Mission, Kansas	$112M	+$462K	8	2.19%	Increased
237	Commonwealth Equity Services Waltham, Massachusetts	$111M	+$3.69M	17	0.2%	Increased
238	FI Fractal Investments Glastonbury, Connecticut	$110M	-$8.71M	4	22.65%	Reduced
239	Letko, Brosseau & Associates Montreal, Quebec, Canada	$110M	-$3.52M	2	2%	Reduced
240	Donald Smith & Co New York	$109M	+$50.2M	3	2.8%	Increased
241	Aviva London, United Kingdom	$108M	+$4.07M	4	0.39%	Increased
242	Boston Trust Walden Boston, Massachusetts	$107M	-$1.55M	4	0.81%	Reduced
243	Homestead Advisers Arlington, Virginia	$107M	+$215K	1	2.73%	Increased
244	Janney Montgomery Scott Philadelphia, Pennsylvania	$107M	+$2.41M	15	0.35%	Increased
245	Artemis Investment Management Edinburgh, United Kingdom	$106M	+$8.46M	1	1.53%	Increased
246	Teacher Retirement System of Texas Austin, Texas	$104M	-$1.54M	8	0.71%	Reduced
247	Bank of Nova Scotia Toronto, Ontario, Canada	$103M	+$7.7M	4	0.19%	Increased
248	SCM SIR Capital Management New York	$100M	+$60.4M	7	10.27%	Increased
249	CC Covalis Capital London, United Kingdom	$99.6M	+$82M	3	16.19%	Increased
250	ACG Aventail Capital Group New York	$99.1M	+$26.2M	7	8.39%	Increased