← 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
John W. Bristol & Co
John W. Bristol & Co
New York
$41.4M +$48.1M 1 0.74% New
327
Geneva Capital Management
Geneva Capital Management
Wisconsin
$40.8M -$8.76M 1 1.19% Reduced
328
Prudential plc
Prudential plc
United Kingdom
$40.6M +$412K 3 0.17% Increased
329
Analytic Investors
Analytic Investors
California
$40.4M +$2.9M 1 0.58% Increased
330
EA
Ecofin Advisors
United Kingdom
$40M +$5.22M 2 7.1% Increased
331
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$39.9M +$42.7M 1 0.81% New
332
Cambiar Investors
Cambiar Investors
Colorado
$39.9M +$43.1M 1 0.57% Increased
333
1919 Investment Counsel
1919 Investment Counsel
Maryland
$39.9M +$99.5K 6 0.82% Increased
334
Natixis Advisors
Natixis Advisors
Massachusetts
$39.8M -$4.89M 5 0.8% Reduced
335
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$39.6M +$1.37M 4 1.33% Increased
336
Cincinnati Insurance
Cincinnati Insurance
Ohio
$39.3M +$4.34M 2 1.41% Increased
337
SPC
Standard Pacific Capital
California
$39.3M +$4.47M 2 11.13% Increased
338
QS Investors
QS Investors
New York
$38.8M -$4.49M 4 1.04% Reduced
339
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$38.5M +$10M 6 0.5% Increased
340
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$38.3M +$60.8K 3 0.71% Increased
341
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$37.7M -$1.62M 2 0.94% Reduced
342
Baird
Baird
Wisconsin
$37.4M -$187K 8 0.52% Reduced
343
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$37.1M +$5.89M 1 3.87% Increased
344
BPCM
Beach Point Capital Management
California
$37.1M -$514K 2 8.55% Reduced
345
CCM
Cobalt Capital Management
New Jersey
$37M +$1.83M 1 3.78% Increased
346
WPEP
Walnut Private Equity Partners
Nebraska
$37M $0 1 20.89% Maintained
347
BCM
Brigade Capital Management
New York
$36.9M -$7.66M 2 1.58% Reduced
348
WAM
World Asset Management
Michigan
$36.6M -$36.7K 7 1.09% Reduced
349
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$36.5M -$510K 2 0.53% Reduced
350
SAM
Shell Asset Management
Netherlands
$36.3M -$809K 3 0.56% Reduced