← 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
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$45.9M +$1.28M 3 1.04% Increased
252
Cambiar Investors
Cambiar Investors
Colorado
$45.8M +$1.22M 1 1.6% Increased
253
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$45.6M +$6.95M 6 0.29% Increased
254
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$45.3M +$8.81M 4 0.3% Increased
255
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$45.3M +$208K 7 0.49% Increased
256
1SP
140 Summer Partners
New York
$44.5M +$42.2M 1 7.98% New
257
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$43.8M +$11.4M 6 0.14% Increased
258
Aristotle Capital Management
Aristotle Capital Management
California
$43.2M +$8.28M 1 0.09% Increased
259
KSCM
King Street Capital Management
New York
$43.2M +$41M 1 3.23% New
260
LCG
Luxor Capital Group
New York
$42.1M -$78.7M 2 0.52% Reduced
261
Nomura Holdings
Nomura Holdings
Japan
$42M -$59.5M 4 0.1% Reduced
262
Arizona State Retirement System
Arizona State Retirement System
Arizona
$42M +$1.66M 7 0.37% Increased
263
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$41.9M -$8.27M 6 0.05% Reduced
264
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$41.3M -$1.03M 4 0.69% Reduced
265
DZ Bank
DZ Bank
Germany
$41.2M +$52.6K 7 0.08% Increased
266
Silvercrest Asset Management
Silvercrest Asset Management
New York
$40.7M -$5.35M 4 0.28% Reduced
267
RNC Capital Management
RNC Capital Management
California
$40M +$8.4M 1 2.26% Increased
268
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$39.9M $0 1 0.85% Maintained
269
Vident Investment Advisory
Vident Investment Advisory
Georgia
$39.8M -$4.72M 7 1.34% Reduced
270
BCC
Bain Capital Credit
Massachusetts
$39.3M $0 1 8.72% Maintained
271
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$38.9M -$3.66M 3 0.42% Reduced
272
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$38.7M +$10.1M 2 0.85% Increased
273
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$38.4M -$19.7M 9 0.47% Reduced
274
DFG
Delphi Financial Group
Delaware
$38.3M $0 1 11.59% Maintained
275
Royce & Associates
Royce & Associates
New York
$37.5M +$755K 4 0.25% Increased