← 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	SG Stephens Group Little Rock, Arkansas	$95.7M	$0	1	51.58%	Maintained
277	Fjarde Ap-fonden Stockholm, Sweden	$94.8M	-$2.27M	2	0.82%	Reduced
278	First Eagle Investment Management New York	$94.5M	+$6.42M	7	0.17%	Increased
279	TCW Group Los Angeles, California	$93.2M	-$1.19M	3	0.78%	Reduced
280	SC Sagefield Capital Dallas, Texas	$93M	+$34.8M	7	10.4%	Increased
281	AssetMark Inc Concord, California	$91.8M	-$814K	14	0.2%	Reduced
282	ICA Infrastructure Capital Advisors New York	$91.3M	-$1.63M	4	9.09%	Reduced
283	Hennessy Advisors Inc Novato, California	$91.3M	-$4.83M	7	3.15%	Reduced
284	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$89.8M	-$2M	15	0.06%	Reduced
285	Frontier Capital Management Boston, Massachusetts	$89.7M	-$51M	1	0.8%	Reduced
286	Patient Capital Management Baltimore, Maryland	$89.4M	-$15.7M	2	3.58%	Reduced
287	Cambridge Investment Research Advisors Fairfield, Iowa	$89.2M	-$2.77M	15	0.24%	Reduced
288	Resona Asset Management Koto-Ku,tokyo, Japan	$88.9M	-$5.4M	4	0.42%	Reduced
289	AGDI Absolute Gestao de Investimentos Sao Paulo, Brazil	$88.2M	+$83.8M	1	11.47%	New
290	RA RR Advisors Dallas, Texas	$86.8M	+$2.03M	3	20.55%	Increased
291	Glenmede Investment Management Philadelphia, Pennsylvania	$85.9M	-$5.09M	11	0.41%	Reduced
292	J. Safra Sarasin Holding	$85.9M	-$19.2M	5	1.39%	Reduced
293	Letko, Brosseau & Associates Montreal, Quebec, Canada	$85.6M	-$109K	2	1.47%	Reduced
294	Cubist Systematic Strategies Stamford, Connecticut	$85.2M	+$49.4M	10	0.41%	Increased
295	Jones Financial Companies Des Peres, Missouri	$85.2M	+$9.35M	22	0.06%	Increased
296	Arizona State Retirement System Phoenix, Arizona	$85.1M	-$13.5K	9	0.45%	Reduced
297	Epoch Investment Partners New York	$85.1M	-$25.8M	2	0.47%	Reduced
298	Appaloosa LP Short Hills, New Jersey	$85.1M	$0	1	1.15%	Maintained
299	Teacher Retirement System of Texas Austin, Texas	$84.5M	+$11.2M	9	0.34%	Increased
300	Mercer Global Advisors Denver, Colorado	$82.1M	+$4.45M	15	0.14%	Increased