← 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
151	Todd Asset Management Louisville, Kentucky	$121M	+$38.3M	4	2.72%	Increased
152	Thrivent Financial for Lutherans Minneapolis, Minnesota	$117M	-$7.85M	8	0.24%	Reduced
153	FCIM Fairview Capital Investment Management Greenbrae, California	$117M	-$278M	2	8.03%	Reduced
154	NIM NXG Investment Management Dallas, Texas	$115M	-$6.04M	5	10.89%	Reduced
155	Rothschild & Co Asset Management US Stamford, Connecticut	$115M	+$15.2M	1	1.36%	Increased
156	Appaloosa LP Short Hills, New Jersey	$113M	-$117M	1	2.34%	Reduced
157	ZP Zimmer Partners New York	$111M	-$36.6M	2	1.5%	Reduced
158	Axa Paris, France	$111M	-$13.2M	4	0.31%	Reduced
159	Panagora Asset Management Boston, Massachusetts	$110M	-$4.15M	6	0.59%	Reduced
160	EARNEST Partners Atlanta, Georgia	$110M	-$12.7M	5	0.65%	Reduced
161	Personal Capital Advisors Redwood City, California	$106M	+$7.22M	3	0.55%	Increased
162	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$104M	+$4.59M	9	0.37%	Increased
163	Slate Path Capital New York	$104M	-$17.1M	1	5.81%	Reduced
164	Smead Capital Management Phoenix, Arizona	$104M	+$20.3M	1	3.64%	Increased
165	NN Investment Partners Holdings The Hague, Netherlands	$104M	+$17M	4	0.55%	Increased
166	Miller Howard Investments Kingston, New York	$104M	+$836K	7	4.15%	Increased
167	Granahan Investment Management Waltham, Massachusetts	$103M	-$16M	1	1.91%	Reduced
168	TCW Group Los Angeles, California	$102M	+$15M	5	0.89%	Increased
169	Capital International Inc Los Angeles, California	$102M	-$15.5M	3	0.91%	Reduced
170	M&T Bank Buffalo, New York	$101M	-$4.1M	8	0.44%	Reduced
171	Retirement Systems of Alabama Montgomery, Alabama	$101M	-$458K	3	0.37%	Reduced
172	Korea Investment Corp Seoul, South Korea	$97.9M	-$24.3M	4	0.28%	Reduced
173	IAM Iridian Asset Management Westport, Connecticut	$97.8M	+$6.52M	1	1.71%	Increased
174	Swedbank Stockholm, Sweden	$96.3M	+$31.9M	3	0.18%	Increased
175	Hamlin Capital Management New York	$96.2M	+$16.7M	1	3.79%	Increased