← 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
351	TPSF Texas Permanent School Fund Austin, Texas	$28.9M	-$1.26M	6	0.36%	Reduced
352	First Manhattan New York	$28.8M	+$176K	8	0.11%	Increased
353	Country Trust Bank Bloomington, Illinois	$28.4M	-$418K	4	0.83%	Reduced
354	Brandywine Global Investment Management Philadelphia, Pennsylvania	$28.2M	-$17.4M	1	0.21%	Reduced
355	ZCM Ziegler Capital Management Chicago, Illinois	$28.2M	+$10.3M	4	1.02%	Increased
356	Reinhart Partners Mequon, Wisconsin	$27.8M	+$2.76M	1	1.41%	Increased
357	CGM Capital Growth Management Boston, Massachusetts	$27.1M	+$23.1M	1	2.49%	New
358	WIC Willis Investment Counsel Gainesville, Georgia	$26.9M	+$1.3M	2	1.54%	Increased
359	FP Foundry Partners Minneapolis, Minnesota	$26.7M	-$2.94M	1	0.96%	Reduced
360	BHMP Bardin Hill Management Partners New York	$26.4M	+$116K	1	4.26%	Increased
361	ACG Aventail Capital Group New York	$26.4M	+$23.5M	1	7.74%	Increased
362	LCG Luxor Capital Group New York	$26.1M	+$7.2M	1	0.23%	Increased
363	TBC Tweedy, Browne Co Stamford, Connecticut	$26.1M	-$407K	2	0.87%	Reduced
364	WRBC W.R. Berkley Corp Greenwich, Connecticut	$26M	+$26M	1	1.75%	New
365	Verition Fund Management Greenwich, Connecticut	$25.9M	+$23.6M	4	0.22%	Increased
366	Advisors Asset Management Monument, Colorado	$25.8M	+$4.05M	11	0.39%	Increased
367	F.L. Putnam Investment Management Lynnfield, Massachusetts	$25.4M	+$855K	3	0.86%	Increased
368	ICA Infrastructure Capital Advisors New York	$25.4M	+$422K	2	3.97%	Increased
369	CCM Cinctive Capital Management New York	$24.6M	+$7.99M	3	1.21%	Increased
370	JCM Janney Capital Management Pittsburgh, Pennsylvania	$24.6M	+$1.11M	1	1.65%	Increased
371	BCM Bourgeon Capital Management Darien, Connecticut	$24.5M	-$3.17M	5	5.24%	Reduced
372	RIA Recurrent Investment Advisors Houston, Texas	$24.4M	+$3.55M	4	10.71%	Increased
373	SAM Securian Asset Management St Paul, Minnesota	$24.4M	+$1.83M	5	0.5%	Increased
374	Calamos Advisors Naperville, Illinois	$24.3M	+$4.78M	3	0.11%	Increased
375	IA Icon Advisers Greenwood Village, Colorado	$24.2M	-$787K	3	4.11%	Reduced