← 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
HRT Financial
HRT Financial
New York
$130M +$74M 8 0.57% Increased
227
DPCM
Darlington Partners Capital Management
California
$129M -$95.5M 1 4.11% Reduced
228
HHAM
HITE Hedge Asset Management
Massachusetts
$128M +$62.9M 4 7.35% Increased
229
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$128M +$13M 15 0.21% Increased
230
Cerity Partners
Cerity Partners
New York
$127M -$4.67M 14 0.23% Reduced
231
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$126M +$113M 3 1.5% Increased
232
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$125M +$11.7M 7 0.38% Increased
233
Donald Smith & Co
Donald Smith & Co
New York
$124M +$354K 2 2.92% Increased
234
CIBC World Market
CIBC World Market
Ontario, Canada
$124M +$26.6M 9 0.25% Increased
235
Zacks Investment Management
Zacks Investment Management
Illinois
$124M +$3.3M 6 1.06% Increased
236
Sands Capital Management
Sands Capital Management
Virginia
$122M -$7.85M 1 0.35% Reduced
237
FI
Fractal Investments
Connecticut
$122M +$1.36M 5 17.4% Increased
238
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$122M -$22.1M 6 0.24% Reduced
239
PointState Capital
PointState Capital
New York
$121M -$117M 2 1.85% Reduced
240
Los Angeles Capital Management
Los Angeles Capital Management
California
$120M -$64.4M 8 0.45% Reduced
241
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$120M -$12.5M 13 0.29% Reduced
242
Man Group
Man Group
United Kingdom
$118M -$49.7M 7 0.23% Reduced
243
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$117M -$26.1M 1 2.59% Reduced
244
Railway Pension Investments
Railway Pension Investments
United Kingdom
$116M -$139K 1 1.64% Reduced
245
Epoch Investment Partners
Epoch Investment Partners
New York
$115M +$8.52M 2 0.59% Increased
246
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$115M -$192M 5 0.08% Reduced
247
WRBC
W.R. Berkley Corp
Connecticut
$115M $0 1 6.02% Maintained
248
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$114M -$412K 4 0.41% Reduced
249
Abrams Capital Management
Abrams Capital Management
Massachusetts
$113M $0 1 1.84% Maintained
250
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$112M -$14.8M 9 0.27% Reduced