← 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
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$37.5M -$9.37M 9 0.39% Reduced
452
TYCC
Texas Yale Capital Corp
Florida
$37.5M -$5.49M 8 1.23% Reduced
453
Two Seas Capital
Two Seas Capital
New York
$37.5M +$15.5M 1 0.63% Increased
454
GF Fund Management
GF Fund Management
China
$37.2M -$6.39M 3 0.75% Reduced
455
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$36.9M +$3.62M 7 0.17% Increased
456
WPEP
Walnut Private Equity Partners
Nebraska
$36.9M +$436K 1 21.56% Increased
457
Conning Inc
Conning Inc
Connecticut
$36.8M +$902K 3 1.26% Increased
458
Erste Asset Management
Erste Asset Management
Austria
$36.8M +$7.01M 4 0.31% Increased
459
Stephens Inc
Stephens Inc
Arkansas
$36.6M -$3.04M 7 0.5% Reduced
460
USS Investment Management
USS Investment Management
United Kingdom
$36.3M +$5.54M 4 0.22% Increased
461
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$36.3M +$23.2M 1 0.97% Increased
462
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$35.7M +$3.85M 2 0.34% Increased
463
PGH
Partners Group Holding
Switzerland
$35.7M -$6.15M 2 1.68% Reduced
464
PDM
Penn Davis McFarland
Texas
$35.6M -$206K 1 4.01% Reduced
465
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$35.4M +$857 7 0.61% Increased
466
Waverton Investment Management
Waverton Investment Management
United Kingdom
$35.4M $0 1 0.49% Maintained
467
Third Point
Third Point
New York
$35.4M +$31.6M 1 0.46% New
468
Advisory Services Network
Advisory Services Network
Georgia
$35.3M +$2.55M 9 0.57% Increased
469
Quadrature Capital
Quadrature Capital
United Kingdom
$34.9M +$9.89M 8 0.6% Increased
470
DFCM
Dark Forest Capital Management
Puerto Rico
$34.9M -$14.8M 6 1.39% Reduced
471
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$34.9M +$637K 10 0.3% Increased
472
HC
Henshaw Capital
Massachusetts
$34.8M +$274K 3 1.38% Increased
473
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$34.8M -$4.27M 5 0.33% Reduced
474
R.M. Davis Inc
R.M. Davis Inc
Maine
$34.2M -$809K 2 0.63% Reduced
475
CFIA
Cantor Fitzgerald Investment Advisors
New York
$34.1M +$26.7K 2 2.41% Increased