← 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
276
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$49M -$6.22M 2 0.4% Reduced
277
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$48.6M +$49.3M 3 0.58% New
278
Commerce Bank
Commerce Bank
Missouri
$48.5M +$2.16M 6 0.77% Increased
279
Arizona State Retirement System
Arizona State Retirement System
Arizona
$48.2M +$897K 3 0.57% Increased
280
Royce & Associates
Royce & Associates
New York
$48.2M +$36.4M 3 0.17% Increased
281
FRM
Foundation Resource Management
Arkansas
$47.6M +$201K 1 6.69% Increased
282
Saturna Capital
Saturna Capital
Washington
$47.6M -$1.32M 4 1.24% Reduced
283
PC
Passport Capital
California
$47.1M +$28.5M 2 1.2% Increased
284
Boston Partners
Boston Partners
Massachusetts
$46.9M +$3.03M 2 0.07% Increased
285
NCA
Newbrook Capital Advisors
New York
$46.1M -$95M 2 8.26% Reduced
286
BA
Boston Advisors
Massachusetts
$45.7M -$1.13M 3 1.93% Reduced
287
1832 Asset Management
1832 Asset Management
Ontario, Canada
$45.4M +$35M 1 0.14% Increased
288
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$44.9M +$1.59M 1 0.9% Increased
289
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$44.8M -$1.44M 4 0.62% Reduced
290
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$44.5M $0 3 1.14% Maintained
291
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$44.5M -$38.1M 1 1.1% Reduced
292
JIR
James Investment Research
Ohio
$43.7M -$12.2M 1 1.19% Reduced
293
TAM
TPH Asset Management
Texas
$43.2M -$14K 5 10.51% Reduced
294
TPSF
Texas Permanent School Fund
Texas
$42.6M -$867K 3 0.47% Reduced
295
Lazard Asset Management
Lazard Asset Management
New York
$42.6M -$25.6M 3 0.09% Reduced
296
Gotham Asset Management
Gotham Asset Management
New York
$42.3M +$37.1M 4 0.34% Increased
297
Placemark Investments
Placemark Investments
Illinois
$42.2M -$3.2M 6 0.75% Reduced
298
TSU
TD Securities (USA)
New York
$42.1M +$3.36M 2 0.6% Increased
299
Zacks Investment Management
Zacks Investment Management
Illinois
$41.7M -$1.44M 1 1.35% Reduced
300
PCM
Panning Capital Management
New York
$41.5M +$9.06M 1 20.01% Increased