← 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	Rothschild & Co Asset Management US Stamford, Connecticut	$45.7M	+$5.52M	1	0.84%	Increased
277	PCM Palestra Capital Management New York	$45.4M	+$17.9M	1	4.44%	Increased
278	RNC Capital Management Los Angeles, California	$45.2M	-$13.4M	2	3.85%	Reduced
279	ACM Astenbeck Capital Management Southport, Connecticut	$45.2M	$0	1	8.68%	Maintained
280	PGGM Investments Zeist, Netherlands	$45.2M	-$53.7M	2	0.23%	Reduced
281	ArrowMark Colorado Holdings Denver, Colorado	$45.1M	-$7.49K	3	1.1%	Reduced
282	VCM Venor Capital Management New York	$45.1M	-$1.36M	1	13.49%	Reduced
283	Point72 Asset Management Stamford, Connecticut	$44.7M	+$40.9M	4	0.31%	Increased
284	1832 Asset Management Toronto, Ontario, Canada	$44.6M	+$20.5M	3	0.15%	Increased
285	TAM TPH Asset Management Houston, Texas	$44.6M	+$2.22M	5	7.73%	Increased
286	Capital International Los Angeles, California	$43.2M	+$861K	3	2.55%	Increased
287	Beck Mack & Oliver New York	$43.1M	-$1.68M	2	1.12%	Reduced
288	CM CS McKee Pittsburgh, Pennsylvania	$43M	-$3.39M	2	1.19%	Reduced
289	Korea Investment Corp Seoul, South Korea	$42.9M	-$5.33M	3	0.37%	Reduced
290	TCA Taconic Capital Advisors New York	$42.8M	+$46.3M	1	1.21%	New
291	ABC Anchor Bolt Capital Chicago, Illinois	$42.8M	+$26.3M	2	1.53%	Increased
292	Commerce Bank Kansas City, Missouri	$42.5M	-$1.5M	5	0.67%	Reduced
293	Fifth Third Bancorp Cincinnati, Ohio	$41.9M	-$11.1M	12	0.37%	Reduced
294	Oppenheimer & Co New York	$41.6M	+$1.29M	10	1.16%	Increased
295	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$41.3M	-$14.6M	3	0.11%	Reduced
296	Victory Capital Management San Antonio, Texas	$41.3M	+$7.55M	4	0.15%	Increased
297	SAM Scopus Asset Management New York	$41.2M	+$20.1M	2	0.71%	Increased
298	SAAM Solus Alternative Asset Management Summit, New Jersey	$41.1M	$0	2	5.2%	Maintained
299	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$40.8M	+$499K	9	3.38%	Increased
300	Zacks Investment Management Chicago, Illinois	$40M	+$350K	3	1.27%	Increased