← 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
251
DFG
Delphi Financial Group
Delaware
$27.1M $0 1 15.84% Maintained
252
Candriam SCA
Candriam SCA
Luxembourg
$26.6M +$6.44M 6 0.25% Increased
253
Donald Smith & Co
Donald Smith & Co
New York
$25.6M +$3.46M 2 1.33% Increased
254
MVP
Miller Value Partners
Florida
$25.3M -$246K 1 0.91% Reduced
255
SCM
SIR Capital Management
New York
$25.2M +$1.15M 3 5.98% Increased
256
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$24.8M +$1.51M 7 0.48% Increased
257
Aristotle Capital Management
Aristotle Capital Management
California
$24.7M +$3.53M 1 0.07% Increased
258
Nomura Asset Management
Nomura Asset Management
Japan
$24.5M +$223K 4 0.19% Increased
259
Glenmede Trust
Glenmede Trust
Pennsylvania
$24.5M -$611K 12 0.15% Reduced
260
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$24.3M +$4.01M 4 0.22% Increased
261
Ninety One (UK)
Ninety One (UK)
United Kingdom
$24.3M -$1.59M 2 0.09% Reduced
262
Silvercrest Asset Management
Silvercrest Asset Management
New York
$24M -$1.29M 4 0.21% Reduced
263
Royce & Associates
Royce & Associates
New York
$23.9M +$212K 4 0.26% Increased
264
TIS
Tortoise Index Solutions
Kansas
$23.8M +$1.03M 4 9.15% Increased
265
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$23.8M +$196K 7 0.19% Increased
266
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$23.7M +$222K 1 0.82% Increased
267
Eagle Global Advisors
Eagle Global Advisors
Texas
$23.7M -$28.7M 4 2.13% Reduced
268
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$23.4M -$9.96M 7 0.11% Reduced
269
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$23.3M +$2.38M 7 0.44% Increased
270
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$23.1M -$4.03M 1 0.65% Reduced
271
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$23.1M +$4.34M 4 0.51% Increased
272
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$23M -$11.9M 12 0.34% Reduced
273
AL
AJO LP
Pennsylvania
$23M -$31.8M 2 0.24% Reduced
274
KeyBank National Association
KeyBank National Association
Ohio
$22.5M -$5.14M 4 0.12% Reduced
275
KBC Group
KBC Group
Belgium
$22.4M -$1.69M 5 0.13% Reduced