← 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 New York	$120M	+$1.9M	2	0.09%	Increased
252	Cambiar Investors Denver, Colorado	$119M	+$50.6M	5	5.05%	Increased
253	Congress Asset Management Boston, Massachusetts	$118M	+$3.51M	1	0.88%	Increased
254	WRBC W.R. Berkley Corp Greenwich, Connecticut	$118M	$0	1	6.89%	Maintained
255	Wealth Enhancement Advisory Services Plymouth, Minnesota	$117M	+$19.3M	12	0.22%	Increased
256	Abrams Capital Management Boston, Massachusetts	$115M	-$227M	1	2.05%	Reduced
257	TPG GP A Fort Worth, Texas	$115M	-$54.5M	1	2.27%	Reduced
258	ProShare Advisors Bethesda, Maryland	$114M	+$8.05M	9	0.26%	Increased
259	Exchange Traded Concepts Oklahoma City, Oklahoma	$112M	+$25.2M	15	1.92%	Increased
260	Gates Capital Management New York	$112M	+$54.5M	1	2.2%	Increased
261	Donald Smith & Co New York	$112M	-$4.82M	2	2.73%	Reduced
262	Frontier Capital Management Boston, Massachusetts	$111M	+$28.6M	2	1.21%	Increased
263	Railway Pension Investments London, United Kingdom	$111M	-$7.5M	1	1.57%	Reduced
264	Mubadala Investment Company Abu Dhabi, United Arab Emirates	$111M	$0	1	0.63%	Maintained
265	Kornitzer Capital Management Shawnee Mission, Kansas	$110M	-$2.27M	8	2.28%	Reduced
266	Squarepoint New York	$108M	-$73.5M	13	0.13%	Reduced
267	Corvex Management New York	$108M	+$82.3M	2	4.08%	Increased
268	O'Shaughnessy Asset Management Stamford, Connecticut	$107M	+$15M	12	0.86%	Increased
269	EARNEST Partners Atlanta, Georgia	$107M	+$2.74M	3	0.51%	Increased
270	Bridgewater Associates Westport, Connecticut	$106M	+$25.1M	5	0.49%	Increased
271	YCM Yaupon Capital Management New York	$105M	-$20.8M	3	5.4%	Reduced
272	Glenmede Trust Philadelphia, Pennsylvania	$105M	-$171K	12	0.56%	Reduced
273	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$104M	+$493K	3	23.34%	Increased
274	CIBC World Market Toronto, Ontario, Canada	$104M	+$10.2M	8	0.22%	Increased
275	SG Stephens Group Little Rock, Arkansas	$104M	$0	1	53.4%	Maintained