← 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
451
UMB Bank
UMB Bank
Missouri
$28.5M -$7.57M 9 0.38% Reduced
452
ARG
Advisory Resource Group
Oklahoma
$28.3M -$3.65M 1 8.8% Reduced
453
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$28.2M +$4.86M 3 1.13% Increased
454
YCM
Yost Capital Management
Texas
$28.1M +$2.62M 2 18.34% Increased
455
Nissay Asset Management
Nissay Asset Management
Japan
$28M +$361K 4 0.24% Increased
456
BC
Beaconlight Capital
New York
$27.8M +$7.46M 3 8.79% Increased
457
NC
NBW Capital
Massachusetts
$27.7M -$2.69M 3 6.58% Reduced
458
Braun Stacey Associates
Braun Stacey Associates
New York
$27.7M -$16.7M 1 1.15% Reduced
459
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$27.6M +$6.11M 4 0.37% Increased
460
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$27.4M +$419K 1 0.78% Increased
461
Xponance
Xponance
Pennsylvania
$27.4M -$8.9M 7 0.46% Reduced
462
DIA
Davidson Investment Advisors
Montana
$27.2M +$384K 1 1.97% Increased
463
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$27.2M +$2.99M 8 0.42% Increased
464
Ruffer LLP
Ruffer LLP
United Kingdom
$27.1M -$82.7M 2 0.63% Reduced
465
TA
TruWealth Advisors
Louisiana
$26.9M +$25.7M 2 2.8% Increased
466
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$26.8M +$7.65M 12 0.42% Increased
467
Yacktman Asset Management
Yacktman Asset Management
Texas
$26.8M -$46K 1 0.24% Reduced
468
Capital International
Capital International
California
$26.7M +$2.3M 4 1.52% Increased
469
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$26.7M $0 1 0.96% Maintained
470
SAM
Shell Asset Management
Netherlands
$26.6M +$11.4M 5 0.63% Increased
471
Castleark Management
Castleark Management
Illinois
$26.6M -$28.2M 7 1.15% Reduced
472
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$26.3M +$1.09M 5 2.01% Increased
473
NIG
NFJ Investment Group
Texas
$25.8M -$3.15M 3 0.52% Reduced
474
LCG
Luxor Capital Group
New York
$25.8M -$36.2M 1 0.35% Reduced
475
IA
Icon Advisers
Colorado
$25.8M -$710K 3 4.4% Reduced