← 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
DZ Bank
DZ Bank
Germany
$78.9M +$18.7M 7 0.12% Increased
202
FCM
Freshford Capital Management
New York
$75.9M -$22.4M 1 10.81% Reduced
203
MVP
Miller Value Partners
Florida
$74.6M -$8.82M 1 1.73% Reduced
204
Merewether Investment Management
Merewether Investment Management
Texas
$73.5M +$29.1M 3 10.35% Increased
205
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$73.4M +$914K 5 0.42% Increased
206
Nomura Asset Management
Nomura Asset Management
Japan
$72.9M +$124K 5 0.41% Increased
207
Wedge Capital Management
Wedge Capital Management
North Carolina
$72.2M +$2.11M 4 0.93% Increased
208
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$72.1M -$211K 2 2.5% Reduced
209
Axa
Axa
France
$71M -$42.1M 4 0.2% Reduced
210
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$70.9M +$8.3M 4 0.35% Increased
211
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$69.6M +$1.56M 9 0.38% Increased
212
Zacks Investment Management
Zacks Investment Management
Illinois
$69.3M +$1.08M 1 1.09% Increased
213
Emerald Advisers
Emerald Advisers
Pennsylvania
$68.2M +$265K 2 2.48% Increased
214
Driehaus Capital Management
Driehaus Capital Management
Illinois
$67.6M +$11.5M 2 0.8% Increased
215
D.E. Shaw & Co
D.E. Shaw & Co
New York
$67.1M -$9.76M 9 0.06% Reduced
216
Cooperman Leon G
Cooperman Leon G
$67.1M +$2.52M 1 3.56% Increased
217
Balyasny Asset Management
Balyasny Asset Management
Illinois
$66.7M +$13.7M 6 0.28% Increased
218
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$66.6M +$4.9M 10 0.13% Increased
219
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$65.7M -$37.9M 3 0.41% Reduced
220
US Bancorp
US Bancorp
Minnesota
$65.1M +$940K 12 0.12% Increased
221
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$65M +$17.3M 1 1.52% Increased
222
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$64.7M -$4.63M 5 3.86% Reduced
223
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$63.9M -$2.8M 9 0.35% Reduced
224
CIBC World Markets
CIBC World Markets
New York
$63.6M +$4.04M 3 0.43% Increased
225
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$62.7M -$9.87M 4 0.14% Reduced