← 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
326	Baird Milwaukee, Wisconsin	$31.2M	+$808K	5	0.58%	Increased
327	Vaughan David Investments Peoria, Illinois	$30.8M	-$1.86M	2	2.14%	Reduced
328	PCMF Private Capital Management (Florida) Naples, Florida	$30.7M	-$3.79M	1	2.82%	Reduced
329	CC Chubb Corp Warren, New Jersey	$30.6M	$0	2	1.7%	Maintained
330	CEP Chicago Equity Partners Chicago, Illinois	$30.5M	+$10.4M	1	0.94%	Increased
331	Haverford Trust Company Radnor, Pennsylvania	$30.2M	+$671K	2	1.1%	Increased
332	Samlyn Capital New York	$30.1M	$0	1	0.84%	Maintained
333	SCM SIR Capital Management New York	$29.6M	+$19.6M	4	4.92%	Increased
334	Weiss Multi-Strategy Advisers New York	$29.5M	-$10.5M	4	0.63%	Reduced
335	CCP Clough Capital Partners Boston, Massachusetts	$29.4M	+$1.2M	2	0.91%	Increased
336	Cullen/Frost Bankers San Antonio, Texas	$29.3M	+$2.73M	6	1.44%	Increased
337	Wilmington Trust National Association Wilmington, Delaware	$29M	+$2.39M	3	1.17%	Increased
338	Cincinnati Insurance Fairfield, Ohio	$28.9M	$0	2	1.17%	Maintained
339	MG Mitchell Group Houston, Texas	$28.6M	+$313K	1	3.09%	Increased
340	Oppenheimer & Co New York	$28.5M	-$1.1M	9	1%	Reduced
341	Capital Fund Management (CFM) Paris, France	$28.5M	+$16.8M	2	0.39%	Increased
342	SAM Shell Asset Management The Hague, Netherlands	$28.2M	-$1.45M	3	0.52%	Reduced
343	Los Angeles Capital Management Los Angeles, California	$28.1M	+$226K	3	0.35%	Increased
344	1919 Investment Counsel Baltimore, Maryland	$28M	+$2.13M	6	0.63%	Increased
345	ACM Astenbeck Capital Management Southport, Connecticut	$27.8M	-$497K	2	14.67%	Reduced
346	ExxonMobil Investment Management Irving, Texas	$27.8M	-$1.16M	2	0.7%	Reduced
347	New Mountain Vantage Advisers New York	$27.7M	+$45.8K	1	1.7%	Increased
348	South Texas Money Management San Antonio, Texas	$27.7M	+$253K	1	2.14%	Increased
349	JIR James Investment Research Alpha, Ohio	$27.4M	+$18.3M	1	1.04%	Increased
350	City National Bank Beverly Hills, Delaware	$27.4M	+$4.19M	4	0.48%	Increased