← 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
401	LIM Longfellow Investment Management Boston, Massachusetts	$40.6M	$0	1	9.2%	Maintained
402	Oppenheimer & Co New York	$40.6M	-$228K	10	0.92%	Reduced
403	Cullen/Frost Bankers San Antonio, Texas	$40.4M	+$3.8M	11	0.77%	Increased
404	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$40.3M	-$1.78M	1	4.02%	Reduced
405	Cerity Partners New York	$40.1M	+$20M	12	0.26%	Increased
406	MAMU Marathon Asset Management (UK) London, United Kingdom	$40.1M	+$3.06M	1	1.08%	Increased
407	Vontobel Holding Zurich, Switzerland	$40.1M	+$12.8M	10	0.4%	Increased
408	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$39.3M	+$30.3M	2	3.25%	Increased
409	TCM Tran Capital Management San Rafael, California	$39.1M	-$1.86M	1	4.94%	Reduced
410	FCI Financial Counselors Inc Overland Park, Kansas	$39M	-$867K	5	0.88%	Reduced
411	Jupiter Asset Management London, United Kingdom	$39M	-$16.1M	1	0.57%	Reduced
412	Commerce Bank Kansas City, Missouri	$38.5M	+$9.61M	6	0.31%	Increased
413	AAIM American Assets Investment Management San Diego, California	$38.5M	+$12.5M	5	4.46%	Increased
414	SFM Stack Financial Management Whitefish, Montana	$38.4M	-$12.4M	1	3.87%	Reduced
415	FCM Freshford Capital Management Rye Brook, New York	$38.4M	+$1.92M	1	8.24%	Increased
416	WM WS Management Jacksonville, Florida	$38.1M	-$7.9M	1	3.27%	Reduced
417	AE Wealth Management Topeka, Kansas	$38M	+$3M	12	0.27%	Increased
418	O'Shaughnessy Asset Management Stamford, Connecticut	$37.6M	+$7.92M	10	0.61%	Increased
419	EP Wealth Advisors Torrance, California	$37.6M	+$4.87M	4	0.68%	Increased
420	Conning Inc Hartford, Connecticut	$37.6M	-$3.15M	3	1.22%	Reduced
421	ACM Arosa Capital Management Miami Beach, Florida	$37.5M	+$12.6M	3	7.95%	Increased
422	Border to Coast Pensions Partnership Leeds, United Kingdom	$37.4M	$0	1	1.2%	Maintained
423	FRM Foundation Resource Management Little Rock, Arkansas	$37.3M	-$749K	2	6.18%	Reduced
424	1832 Asset Management Toronto, Ontario, Canada	$36.9M	-$136M	5	0.06%	Reduced
425	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$36.8M	+$7.29M	6	0.54%	Increased