← 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
376
SAM
Steinberg Asset Management
New York
$45.8M +$173K 3 43.97% Increased
377
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$45.7M -$15.2M 5 1.67% Reduced
378
FM
Freemont Management
Switzerland
$44.7M $0 3 5.4% Maintained
379
MML Investors Services
MML Investors Services
Massachusetts
$44.3M +$14.9M 14 0.24% Increased
380
BIC
Beach Investment Counsel
Pennsylvania
$44.3M +$581K 2 5.27% Increased
381
RNC Capital Management
RNC Capital Management
California
$43.9M -$219K 1 2.43% Reduced
382
HP
Harvey Partners
New York
$43.6M $0 2 5.34% Maintained
383
Madison Asset Management
Madison Asset Management
Wisconsin
$43.4M -$489K 3 0.63% Reduced
384
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$43.3M +$1.14M 9 0.93% Increased
385
PointState Capital
PointState Capital
New York
$43.2M -$42.2M 4 1.03% Reduced
386
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$42.2M -$4.91M 5 0.5% Reduced
387
Advisors Asset Management
Advisors Asset Management
Colorado
$41.8M +$1.17M 11 0.84% Increased
388
KL
KGH Ltd
Bahamas
$41.8M $0 1 2.91% Maintained
389
CGIM
Capital Group Investment Management
Singapore
$41.6M +$114K 4 2.07% Increased
390
RAA
RWC Asset Advisors
Florida
$41.3M +$8.88M 1 3.95% Increased
391
Utah Retirement Systems
Utah Retirement Systems
Utah
$41.3M -$1.54M 4 0.57% Reduced
392
BCC
Bain Capital Credit
Massachusetts
$40.9M $0 1 7.16% Maintained
393
TCM
Tran Capital Management
California
$40.7M -$2.51M 1 4.81% Reduced
394
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$40.7M +$3.71M 3 2.21% Increased
395
R.M. Davis Inc
R.M. Davis Inc
Maine
$40.1M +$505K 2 0.96% Increased
396
ACM
Arosa Capital Management
Florida
$40M +$3.06M 2 10.12% Increased
397
Quilter Plc
Quilter Plc
United Kingdom
$39.4M -$221K 4 0.15% Reduced
398
LCM
Lonestar Capital Management
California
$39.3M -$4.47M 3 3.58% Reduced
399
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$39.3M -$451K 9 0.19% Reduced
400
Becker Capital Management
Becker Capital Management
Oregon
$39.3M -$4.58M 4 1.49% Reduced