← 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
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$53.6M -$12.6M 2 1.48% Reduced
327
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$53.4M -$13.1M 3 3.38% Reduced
328
SCM
SIR Capital Management
New York
$53.3M -$52.7M 5 9% Reduced
329
Vaughan David Investments
Vaughan David Investments
Illinois
$53.2M -$123K 3 1.78% Reduced
330
WRBC
W.R. Berkley Corp
Connecticut
$52.7M +$5.57M 1 2.56% Increased
331
HCM
Huber Capital Management
California
$52.6M -$7.3M 5 14.75% Reduced
332
CIBC World Market
CIBC World Market
Ontario, Canada
$51.9M +$514K 10 0.2% Increased
333
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$51.8M +$1.85M 6 1.25% Increased
334
PFS Investments
PFS Investments
Georgia
$51.8M +$8.35M 5 0.94% Increased
335
RIA
Recurrent Investment Advisors
Texas
$51.8M +$4.5M 4 13.97% Increased
336
Guggenheim Capital
Guggenheim Capital
Illinois
$51.6M +$2.43M 12 0.47% Increased
337
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$51.4M +$5.97M 13 0.3% Increased
338
SAM
Steinberg Asset Management
New York
$51.3M -$5.58M 3 54.66% Reduced
339
IFM Investors
IFM Investors
Australia
$50.8M +$358K 4 0.92% Increased
340
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$50.4M +$4.51M 7 1.96% Increased
341
Nomura Holdings
Nomura Holdings
Japan
$50.1M +$44.3M 5 0.21% Increased
342
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$50M -$1.9M 6 0.71% Reduced
343
Hosking Partners
Hosking Partners
United Kingdom
$49.9M -$4.4M 2 2.18% Reduced
344
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$49.8M -$24.8M 6 0.24% Reduced
345
Mutual of America Capital Management
Mutual of America Capital Management
New York
$49.3M -$1.64M 6 0.67% Reduced
346
KeyBank National Association
KeyBank National Association
Ohio
$49.2M -$462K 9 0.26% Reduced
347
GL
Gemsstock Ltd
United Kingdom
$49.2M +$13.3M 2 48.65% Increased
348
Cambiar Investors
Cambiar Investors
Colorado
$48.9M -$2.18M 3 2.47% Reduced
349
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$48.8M +$7.72M 2 0.93% Increased
350
Chilton Capital Management
Chilton Capital Management
Texas
$47.9M -$4.15M 3 3.18% Reduced