← 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
126	USAA United Services Automobile Association San Antonio, Texas	$122M	+$1.45M	6	0.39%	Increased
127	VM Valinor Management New York	$118M	-$87.5M	1	3.43%	Reduced
128	TBC Tweedy, Browne Co Stamford, Connecticut	$118M	-$2.8M	2	3.38%	Reduced
129	NIMC NWQ Investment Management Company Los Angeles, California	$116M	-$19.7M	2	1.53%	Reduced
130	State of Wisconsin Investment Board Madison, Wisconsin	$115M	+$18.2M	5	0.45%	Increased
131	AQR Capital Management Greenwich, Connecticut	$115M	+$5.82M	5	0.15%	Increased
132	W.H. Reaves & Co Jersey City, New Jersey	$115M	+$371K	1	4.18%	Increased
133	Guggenheim Capital Chicago, Illinois	$115M	+$4.15M	12	0.31%	Increased
134	Victory Capital Management San Antonio, Texas	$112M	+$12.7M	4	0.27%	Increased
135	BNP Paribas Financial Markets Paris, France	$105M	+$53.2M	13	0.28%	Increased
136	M&T Bank Buffalo, New York	$105M	-$4.8M	8	0.63%	Reduced
137	Gabelli Funds Rye, New York	$104M	-$31M	8	0.61%	Reduced
138	Edge Asset Management Seattle, Washington	$104M	-$429K	1	0.78%	Reduced
139	Equity Investment Corp Atlanta, Georgia	$103M	+$22.5M	1	3.35%	Increased
140	Canada Life Winnipeg, Manitoba, Canada	$98.9M	-$1.03M	5	0.27%	Reduced
141	Homestead Advisers Arlington, Virginia	$98.6M	$0	1	1.57%	Maintained
142	EARNEST Partners Atlanta, Georgia	$97.1M	-$1.37M	1	1.04%	Reduced
143	LM Luminus Management Houston, Texas	$95.7M	-$47.9M	3	2.47%	Reduced
144	WBC Westpac Banking Corp Sydney, Australia	$93.8M	+$35.3M	3	0.75%	Increased
145	Rockefeller Financial Services New York	$91.3M	-$10.3M	5	1.82%	Reduced
146	Comerica Bank Dallas, Texas	$90.3M	-$562K	12	0.69%	Reduced
147	SCM Steadfast Capital Management New York	$89.9M	+$87.7M	1	1.73%	New
148	Axa Paris, France	$89.7M	-$24.5M	3	0.4%	Reduced
149	Energy Income Partners Westport, Connecticut	$86.5M	+$1.37M	1	1.58%	Increased
150	First Manhattan New York	$86.2M	-$905K	6	0.51%	Reduced