← 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
301	HCMT Highland Capital Management (Texas) Dallas, Texas	$42.2M	-$1.73M	3	2.63%	Reduced
302	Alyeska Investment Group Chicago, Illinois	$41.6M	-$42.7M	2	0.55%	Reduced
303	DekaBank Deutsche Girozentrale Frankfurt, Germany	$41.4M	-$6.33M	4	0.25%	Reduced
304	ANRF Adams Natural Resources Fund Baltimore, Maryland	$41M	+$1.2M	4	6.94%	Increased
305	ArrowMark Colorado Holdings Denver, Colorado	$40.9M	-$502K	3	0.39%	Reduced
306	Cookson Peirce & Co Pittsburgh, Pennsylvania	$40.5M	-$2.16M	1	3.42%	Reduced
307	Stephens Inc Little Rock, Arkansas	$40M	+$3.86M	6	0.95%	Increased
308	Horizon Kinetics Asset Management New York	$39.9M	+$37.9M	3	1.11%	New
309	Becker Capital Management Portland, Oregon	$39.6M	+$310K	3	1.47%	Increased
310	William Blair & Company Chicago, Illinois	$39.4M	+$561K	8	0.24%	Increased
311	KSCM Key Square Capital Management Stamford, Connecticut	$38.8M	+$37.3M	1	13.25%	New
312	Emerald Advisers Leola, Pennsylvania	$38.7M	+$36.8M	2	1.58%	New
313	CPP Crow Point Partners Boston, Massachusetts	$38.7M	$0	2	6.56%	Maintained
314	Mutual of America Capital Management New York	$38.6M	+$3.33M	7	0.56%	Increased
315	Nomura Holdings Tokyo, Japan	$38.1M	+$25.2M	4	0.16%	Increased
316	WI Wafra Inc New York	$37.3M	$0	2	1.3%	Maintained
317	EP Elkfork Partners Portland, Oregon	$37.2M	+$1.29M	3	0.93%	Increased
318	Summit Partners Public Asset Management Boston, Massachusetts	$36.2M	-$10.6M	1	4.43%	Reduced
319	Rockefeller Capital Management New York	$36.2M	-$1.52M	9	0.52%	Reduced
320	State of Michigan Retirement System Lansing, Michigan	$35.8M	-$104K	3	0.29%	Reduced
321	FIM Frontier Investment Management Dallas, Texas	$35.8M	-$767K	4	2.22%	Reduced
322	NIMC NWQ Investment Management Company Los Angeles, California	$35.7M	-$11.6M	2	0.78%	Reduced
323	Calamos Advisors Naperville, Illinois	$35.6M	+$3.81M	2	0.22%	Increased
324	Encompass Capital Advisors New York	$35.3M	+$12.8M	2	2.63%	Increased
325	Personal Capital Advisors Redwood City, California	$35.2M	+$10.6M	2	0.4%	Increased