← 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	ZP Zimmer Partners New York	$197M	-$202M	2	3.39%	Reduced
177	Bank Julius Baer & Co Zurich, Switzerland	$193M	+$18.2M	5	0.6%	Increased
178	Westwood Global Investments Boston, Massachusetts	$191M	+$2.24M	1	9.71%	Increased
179	Eagle Global Advisors Houston, Texas	$187M	-$14.3M	6	7.66%	Reduced
180	Yacktman Asset Management Austin, Texas	$187M	+$21.2M	1	2.18%	Increased
181	Squarepoint New York	$182M	+$105M	12	0.18%	Increased
182	BAMCO Inc New York	$182M	-$11.3M	1	0.47%	Reduced
183	Freestone Grove Partners San Francisco, California	$182M	+$192M	3	2.23%	New
184	State of Wisconsin Investment Board Madison, Wisconsin	$181M	+$3.35M	9	0.46%	Increased
185	Findlay Park Partners London, United Kingdom	$180M	-$32.3M	1	1.78%	Reduced
186	Cullen Capital Management New York	$179M	-$10.7M	5	2.08%	Reduced
187	RIA Recurrent Investment Advisors Houston, Texas	$176M	+$3.73M	4	16.19%	Increased
188	Equity Investment Corp Atlanta, Georgia	$176M	+$12.6M	2	4.13%	Increased
189	Cardano Risk Management Rotterdam, Netherlands	$175M	-$13M	1	2.68%	Reduced
190	Cooke & Bieler Philadelphia, Pennsylvania	$175M	+$19.5M	1	1.68%	Increased
191	Todd Asset Management Louisville, Kentucky	$171M	-$2.25M	6	4.09%	Reduced
192	Lord, Abbett & Co Jersey City, New Jersey	$168M	-$14.3M	1	0.53%	Reduced
193	PCM Philosophy Capital Management Alamo, California	$166M	+$1.67M	3	10.08%	Increased
194	M&T Bank Buffalo, New York	$165M	+$1.42M	13	0.55%	Increased
195	Royal London Asset Management United Kingdom	$165M	+$8.08M	6	0.4%	Increased
196	BNP Paribas Asset Management Paris, France	$165M	+$22.5M	6	0.41%	Increased
197	WHCM Wolf Hill Capital Management Greenwich, Connecticut	$164M	+$125M	2	11.77%	Increased
198	Truist Financial Charlotte, North Carolina	$159M	-$15.2M	11	0.25%	Reduced
199	TPG GP A Fort Worth, Texas	$159M	-$23.1M	1	2.56%	Reduced
200	Patient Capital Management Baltimore, Maryland	$158M	+$25.7M	2	7.31%	Increased