← 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
201
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$88.9M +$14.6M 15 0.19% Increased
202
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$87.6M +$13.6M 7 0.14% Increased
203
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$86.4M +$498K 5 0.55% Increased
204
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$84.5M +$1.41M 3 0.75% Increased
205
First Manhattan
First Manhattan
New York
$83.2M -$4.48M 7 0.48% Reduced
206
ICA
Infrastructure Capital Advisors
New York
$82M +$22.3M 2 10.1% Increased
207
Brandes Investment Partners
Brandes Investment Partners
California
$81.9M -$121K 2 1.9% Reduced
208
RNC Capital Management
RNC Capital Management
California
$81.5M +$74K 2 5.68% Increased
209
HHAM
HITE Hedge Asset Management
Massachusetts
$80.6M +$18M 3 12.77% Increased
210
ACM
Argent Capital Management
Missouri
$80.4M -$591K 1 2.94% Reduced
211
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$79.6M +$13.1M 4 1.81% Increased
212
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$77.8M +$22.5M 4 0.31% Increased
213
MBA
Maple-Brown Abbott
Australia
$76.8M -$478K 1 6.42% Reduced
214
ABC
Anchor Bolt Capital
Illinois
$76.7M -$67.1M 1 7.43% Reduced
215
CIBC World Markets
CIBC World Markets
New York
$75.7M +$46.4M 3 0.62% Increased
216
Asset Management One
Asset Management One
Japan
$75.5M -$156M 5 0.41% Reduced
217
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$74.9M -$61.6M 3 0.58% Reduced
218
Aviva
Aviva
United Kingdom
$74.8M +$3.16M 4 0.5% Increased
219
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$74.2M -$498K 2 0.57% Reduced
220
3CP
3G Capital Partners
New York
$74M -$1.05M 1 8.26% Reduced
221
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$73.7M +$278K 3 1.76% Increased
222
Capital Guardian Trust
Capital Guardian Trust
California
$72.8M +$1.38M 5 0.97% Increased
223
LIA
LSP Investment Advisors
New York
$71M $0 2 16.57% Maintained
224
VanEck Associates
VanEck Associates
New York
$70.6M -$20M 9 0.35% Reduced
225
Glenmede Trust
Glenmede Trust
Pennsylvania
$70.5M +$38.8M 10 0.32% Increased