← 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
SG
Stephens Group
Arkansas
$66.2M -$654K 1 25.24% Reduced
302
Westwood Global Investments
Westwood Global Investments
Massachusetts
$65.4M $0 1 3.69% Maintained
303
SCM
Steadfast Capital Management
New York
$64.8M -$311M 1 2.23% Reduced
304
APG Asset Management
APG Asset Management
Netherlands
$64.7M -$303M 4 0.12% Reduced
305
ANRF
Adams Natural Resources Fund
Maryland
$63.8M -$790K 3 9.85% Reduced
306
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$63.5M +$2.2M 15 0.33% Increased
307
Pinnacle Associates
Pinnacle Associates
New York
$63.1M -$558K 9 1.37% Reduced
308
VCM
Vigilant Capital Management
Maine
$62.5M +$9.85M 5 5.34% Increased
309
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$62.4M +$5.3M 13 0.31% Increased
310
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$62.4M -$442K 4 0.44% Reduced
311
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$61.5M -$329K 2 1.54% Reduced
312
Bridgewater Associates
Bridgewater Associates
Connecticut
$61.1M -$29.1M 4 0.33% Reduced
313
RIA
Recurrent Investment Advisors
Texas
$60.7M +$13.4M 5 12.94% Increased
314
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$60.6M +$25.2M 5 0.41% Increased
315
Vaughan David Investments
Vaughan David Investments
Illinois
$60.3M -$957K 3 1.8% Reduced
316
PCM
Philosophy Capital Management
California
$59.7M -$9.56M 2 7.31% Reduced
317
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$59.7M +$3.01M 4 1.94% Increased
318
RAM
RWC Asset Management
United Kingdom
$59.4M +$15.9M 2 1.87% Increased
319
Eventide Asset Management
Eventide Asset Management
Massachusetts
$59.4M -$1.46M 1 1.17% Reduced
320
MVP
Miller Value Partners
Florida
$59.3M -$10.9M 1 3.82% Reduced
321
SSP
Sixth Street Partners
Texas
$58.3M -$74.6M 1 6.49% Reduced
322
PFS Investments
PFS Investments
Georgia
$58M +$5.52M 5 1.08% Increased
323
Moran Wealth Management
Moran Wealth Management
Florida
$57.6M +$53.8M 6 2.19% New
324
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$57.3M +$2.85M 6 0.74% Increased
325
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$57.2M +$112K 4 1.88% Increased