← 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
Royce & Associates
Royce & Associates
New York
$50.5M +$2.61M 5 0.43% Increased
352
USS Investment Management
USS Investment Management
United Kingdom
$50.1M -$10.9M 4 0.41% Reduced
353
CIM
Chiron Investment Management
New York
$49.9M +$41.6M 4 5.73% Increased
354
Yousif Capital Management
Yousif Capital Management
Michigan
$49.4M +$1.17M 10 0.54% Increased
355
NIMI
Natixis Investment Managers International
France
$49.3M -$2.76M 4 0.86% Reduced
356
WIC
Willis Investment Counsel
Georgia
$49.1M +$13.5M 3 2.6% Increased
357
Artisan Partners
Artisan Partners
Wisconsin
$49M +$47.4M 1 0.06% New
358
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$49M -$105M 4 0.07% Reduced
359
Becker Capital Management
Becker Capital Management
Oregon
$48.9M +$13.1M 3 1.97% Increased
360
BIC
Beach Investment Counsel
Pennsylvania
$48.8M +$37.4M 3 5.15% Increased
361
Madison Asset Management
Madison Asset Management
Wisconsin
$48.6M +$1.18M 3 0.69% Increased
362
ZP
Zimmer Partners
New York
$48.2M -$228M 2 0.69% Reduced
363
Davenport & Co
Davenport & Co
Virginia
$48.2M +$23.4M 6 0.33% Increased
364
ICA
Infrastructure Capital Advisors
New York
$48.2M +$11.3M 4 7.16% Increased
365
Donald Smith & Co
Donald Smith & Co
New York
$48.1M -$19.9M 2 1.75% Reduced
366
WRBC
W.R. Berkley Corp
Connecticut
$47.9M +$11.1M 1 2.45% Increased
367
Conning Inc
Conning Inc
Connecticut
$47.7M -$20.8M 4 1.3% Reduced
368
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$47M -$1.35M 13 0.08% Reduced
369
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$46.5M +$11M 11 0.16% Increased
370
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$46.3M +$22.6M 4 0.9% Increased
371
MSR
Main Street Research
Connecticut
$45.8M +$20.4M 2 4.3% Increased
372
CIBC World Markets
CIBC World Markets
New York
$45.6M -$25.4M 5 0.36% Reduced
373
Abeille Asset Management
Abeille Asset Management
France
$45M +$38.1M 1 1.28% Increased
374
Candriam SCA
Candriam SCA
Luxembourg
$44.8M +$20.7M 6 0.31% Increased
375
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$44.7M +$30.8M 4 1.03% Increased