← 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
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$41.9M -$2.53M 5 0.8% Reduced
452
Achmea Investment Management
Achmea Investment Management
Netherlands
$41.9M -$1.12M 2 1.07% Reduced
453
PDIP
Palo Duro Investment Partners
Illinois
$41.5M +$14.9M 1 12.45% Increased
454
Hosking Partners
Hosking Partners
United Kingdom
$41.3M -$301K 2 1.4% Reduced
455
Xponance
Xponance
Pennsylvania
$41.2M +$1.1M 9 0.31% Increased
456
New York Life Investment Management
New York Life Investment Management
New York
$41.2M +$114K 5 0.35% Increased
457
BOK Financial
BOK Financial
Oklahoma
$40.8M -$2.03M 7 0.63% Reduced
458
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$40.7M -$10.2M 4 0.32% Reduced
459
Covea Finance
Covea Finance
France
$40.1M +$11.2M 2 1.32% Increased
460
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$40M -$1.89M 9 0.28% Reduced
461
Midwest Trust
Midwest Trust
Kansas
$39.8M -$627K 3 0.5% Reduced
462
Chilton Capital Management
Chilton Capital Management
Texas
$39.7M -$866K 10 1.36% Reduced
463
Davenport & Co
Davenport & Co
Virginia
$39.6M +$881K 7 0.21% Increased
464
Martingale Asset Management
Martingale Asset Management
Massachusetts
$39.3M +$5.47M 6 1% Increased
465
WIC
Water Island Capital
New York
$38.8M +$12.4M 1 4.19% Increased
466
William Blair & Company
William Blair & Company
Illinois
$38.7M -$1.84M 11 0.1% Reduced
467
Mutual of America Capital Management
Mutual of America Capital Management
New York
$38.6M -$2.23M 5 0.41% Reduced
468
Meitav Investment House
Meitav Investment House
Israel
$38.5M +$6.3M 1 0.44% Increased
469
DIA
Davidson Investment Advisors
Montana
$38.5M -$264K 1 1.6% Reduced
470
VV
Verbena Value
Connecticut
$38.5M +$39.6M 1 6.63% New
471
GF Fund Management
GF Fund Management
China
$38.5M +$1.23M 5 0.66% Increased
472
Mediolanum International Funds
Mediolanum International Funds
Ireland
$38.3M -$2.24M 3 0.38% Reduced
473
KSCM
Kamunting Street Capital Management
Florida
$38.2M -$1.05M 1 26.05% Reduced
474
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$37.9M +$29.2M 2 0.85% Increased
475
Oppenheimer & Co
Oppenheimer & Co
New York
$37.7M -$10.6M 11 0.53% Reduced