← 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
176
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$65.5M -$4.38M 3 0.37% Reduced
177
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$64.2M +$5.82M 8 0.29% Increased
178
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$62.6M -$26.6M 4 0.52% Reduced
179
Two Sigma Advisers
Two Sigma Advisers
New York
$62.6M -$139M 9 0.17% Reduced
180
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$62.4M +$4.29M 8 0.61% Increased
181
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$62.1M -$10.5M 5 3.99% Reduced
182
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$62.1M -$5.89M 3 0.24% Reduced
183
NIM
NXG Investment Management
Texas
$61.6M -$11.9M 3 6.84% Reduced
184
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$61.5M +$1.35M 4 0.37% Increased
185
Yacktman Asset Management
Yacktman Asset Management
Texas
$61.2M +$626K 1 0.76% Increased
186
Asset Management One
Asset Management One
Japan
$60.7M -$147K 4 0.25% Reduced
187
Capital International Inc
Capital International Inc
California
$59.9M -$792K 3 0.56% Reduced
188
Slate Path Capital
Slate Path Capital
New York
$59.4M +$53.1M 1 3.22% New
189
Wedge Capital Management
Wedge Capital Management
North Carolina
$58.4M +$34.2M 4 0.68% Increased
190
VM
Valinor Management
New York
$58.3M $0 1 100% Maintained
191
CBT
Capital Bank & Trust
California
$58.2M +$10.2K 3 0.71% Increased
192
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$57.5M -$23.4M 1 2.05% Reduced
193
Renaissance Technologies
Renaissance Technologies
New York
$57M -$149M 7 0.06% Reduced
194
SW
SVB Wealth
Massachusetts
$56.8M +$322K 6 0.83% Increased
195
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$56.6M -$7.35M 2 0.78% Reduced
196
Jane Street
Jane Street
New York
$55.8M +$32.5M 14 0.03% Increased
197
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$55.5M +$5.17M 6 0.1% Increased
198
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$55.5M -$14M 3 0.12% Reduced
199
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$55.2M -$3.16M 7 0.55% Reduced
200
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$55M -$1.15M 7 0.13% Reduced