← 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	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$35.3M	+$1.82M	1	3.88%	Increased
327	ABC Anchor Bolt Capital Chicago, Illinois	$35.3M	-$25.3M	2	2.02%	Reduced
328	CIBC World Markets New York	$35.2M	+$35.2M	1	1.74%	New
329	Natixis Advisors Boston, Massachusetts	$34.9M	+$2.34M	6	0.65%	Increased
330	YCM Yorkville Capital Management New York	$34.9M	+$2.45M	3	24.42%	Increased
331	South Dakota Investment Council Sioux Falls, South Dakota	$34.9M	-$1.2M	1	0.68%	Reduced
332	CAM Capstone Asset Management Houston, Texas	$34.8M	+$6.63M	7	1.01%	Increased
333	Todd Asset Management Louisville, Kentucky	$34.6M	-$24.5M	4	0.96%	Reduced
334	WPEP Walnut Private Equity Partners Omaha, Nebraska	$34.4M	$0	1	21.25%	Maintained
335	Oregon Public Employees Retirement Fund Tigard, Oregon	$34.4M	-$455K	3	0.81%	Reduced
336	Capital International Los Angeles, California	$33.8M	+$5.52M	2	2.06%	Increased
337	MP MSD Partners New York	$33.8M	+$33.9M	1	0.8%	New
338	GACM Green Arrow Capital Management New York	$33.7M	-$18.2M	1	3.75%	Reduced
339	PAM Pope Asset Management Memphis, Tennessee	$33.3M	-$3.08M	2	26.63%	Reduced
340	GH GAM Holding Zurich, Switzerland	$33M	-$12.5M	3	0.49%	Reduced
341	Vaughan David Investments Peoria, Illinois	$33M	-$766K	2	1.9%	Reduced
342	Mairs & Power Inc St Paul, Minnesota	$33M	+$754K	2	0.46%	Increased
343	AC Ascend Capital Orinda, California	$32.9M	+$32.1M	1	1.26%	Increased
344	AC Amici Capital New York	$32.7M	-$6.66M	1	1.47%	Reduced
345	United Capital Financial Advisors Irving, Texas	$32.5M	+$1.18M	5	0.49%	Increased
346	IRF IBM Retirement Fund Armonk, New York	$32.3M	+$123K	5	0.61%	Increased
347	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$32.3M	$0	2	0.34%	Maintained
348	SCM SKBA Capital Management San Francisco, California	$32.1M	+$1.5M	1	2.47%	Increased
349	WM WS Management Jacksonville, Florida	$31.6M	$0	1	0.99%	Maintained
350	Fjarde Ap-fonden Stockholm, Sweden	$31.5M	-$1.63M	3	0.68%	Reduced