← 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	Rothschild & Co Asset Management US Stamford, Connecticut	$85.4M	+$13.6M	1	1.05%	Increased
177	TCW Group Los Angeles, California	$84.2M	-$5.25M	6	0.81%	Reduced
178	Gabelli Funds Rye, New York	$82.9M	+$5.51M	9	0.56%	Increased
179	Yacktman Asset Management Austin, Texas	$82.2M	+$1.06M	1	0.86%	Increased
180	Balyasny Asset Management Chicago, Illinois	$80.9M	+$37.2M	6	0.4%	Increased
181	Todd Asset Management Louisville, Kentucky	$80.9M	-$1.37M	3	1.9%	Reduced
182	Fayez Sarofim & Co Houston, Texas	$80.4M	+$699K	3	0.3%	Increased
183	NN Investment Partners Holdings The Hague, Netherlands	$79.8M	+$7.74M	4	0.47%	Increased
184	Asset Management One Tokyo, Japan	$78.5M	+$6.21M	4	0.31%	Increased
185	FCM Freshford Capital Management Rye Brook, New York	$78.5M	-$4.59M	1	10.93%	Reduced
186	RGI River Global Investors London, United Kingdom	$77.4M	+$6.27M	1	4.64%	Increased
187	Two Sigma Advisers New York	$77.3M	-$3.29M	11	0.21%	Reduced
188	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$74.8M	+$8.64M	6	0.13%	Increased
189	Teacher Retirement System of Texas Austin, Texas	$74.6M	+$28.7M	9	0.42%	Increased
190	KP Kiltearn Partners Edinburgh, United Kingdom	$74M	-$8.27M	1	2.83%	Reduced
191	BNP Paribas Asset Management Paris, France	$72.1M	+$33.5M	5	0.3%	Increased
192	Aviva London, United Kingdom	$71.9M	+$5.49M	4	0.35%	Increased
193	Smead Capital Management Phoenix, Arizona	$71.2M	+$13.2M	1	3.13%	Increased
194	SG Americas Securities New York	$70.5M	+$20.5M	13	0.37%	Increased
195	Equity Investment Corp Atlanta, Georgia	$70.4M	-$14.5M	2	2.8%	Reduced
196	CBT Capital Bank & Trust Irvine, California	$70M	+$3.76M	2	0.83%	Increased
197	Hamlin Capital Management New York	$67.8M	+$63.1M	1	2.78%	New
198	Letko, Brosseau & Associates Montreal, Quebec, Canada	$67.7M	-$6.68M	2	0.92%	Reduced
199	Robeco Institutional Asset Management Rotterdam, Netherlands	$67.4M	-$22.1M	4	0.17%	Reduced
200	MVP Miller Value Partners Sarasota, Florida	$66.7M	+$6.94M	1	1.73%	Increased