← 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	TCW Group Los Angeles, California	$92.1M	+$4.6M	6	0.66%	Increased
302	SG Stephens Group Little Rock, Arkansas	$91.9M	$0	1	49.57%	Maintained
303	AQR Arbitrage Greenwich, Connecticut	$89.4M	+$11.1M	1	1.88%	Increased
304	Vaughan David Investments Peoria, Illinois	$89.4M	+$150K	4	1.94%	Increased
305	Alpine Associates Management Palm Beach, Florida	$88.9M	-$15.8M	1	5.91%	Reduced
306	Employees Retirement System of Texas Austin, Texas	$88.8M	-$1.64M	2	0.72%	Reduced
307	Generali Asset Management Trieste, Italy	$88.4M	+$82M	4	1.81%	Increased
308	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$88.3M	-$527K	17	0.06%	Reduced
309	Jones Financial Companies Des Peres, Missouri	$87.4M	+$4.79M	23	0.05%	Increased
310	Donald Smith & Co New York	$87.2M	-$32.1M	2	1.63%	Reduced
311	Patient Capital Management Baltimore, Maryland	$86.9M	+$902K	1	3.36%	Increased
312	&Partners Nashville, Tennessee	$86.9M	+$4.2M	10	0.45%	Increased
313	Hennessy Advisors Inc Novato, California	$85.8M	+$456K	7	3.04%	Increased
314	J. Safra Sarasin Holding	$85.8M	+$5.39M	5	1.4%	Increased
315	Cambridge Investment Research Advisors Fairfield, Iowa	$84.6M	-$1.65M	15	0.22%	Reduced
316	Polar Asset Management Partners Toronto, Ontario, Canada	$83.9M	+$63.3M	2	1.06%	Increased
317	Macquarie Group Sydney, NSW 2000, Australia	$83M	-$327M	4	0.36%	Reduced
318	Milford Funds Auckland,	$82.7M	+$83.8M	2	1.62%	New
319	KCM Kensico Capital Management Greenwich, Connecticut	$82.6M	-$57.7M	1	1.4%	Reduced
320	Americana Partners Houston, Texas	$81.2M	+$5.78M	6	2.23%	Increased
321	Glenmede Trust Philadelphia, Pennsylvania	$80.9M	+$81.3M	10	0.38%	New
322	Resona Asset Management Koto-Ku,tokyo, Japan	$80.3M	-$3.81M	4	0.39%	Reduced
323	CIBC Asset Management Toronto, Ontario, Canada	$79.9M	+$21M	10	0.19%	Increased
324	MetLife Investment Management Whippany, New Jersey	$79.6M	+$8.4M	15	0.39%	Increased
325	Prudential plc London, England, United Kingdom	$78.1M	+$65.9M	5	0.62%	Increased