← 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
EARNEST Partners
EARNEST Partners
Georgia
$121M -$3.16M 7 0.8% Reduced
202
Capital International Inc
Capital International Inc
California
$120M +$1.23M 4 1.66% Increased
203
Merewether Investment Management
Merewether Investment Management
Texas
$119M -$22.3M 5 15.46% Reduced
204
Hamlin Capital Management
Hamlin Capital Management
New York
$118M -$8.48M 1 4.75% Reduced
205
Swedbank
Swedbank
Sweden
$118M -$21.7M 3 0.27% Reduced
206
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$117M +$89.4M 2 0.83% Increased
207
Westwood Holdings Group
Westwood Holdings Group
Texas
$117M -$30.1M 7 1.28% Reduced
208
US Bancorp
US Bancorp
Minnesota
$117M +$4.9M 15 0.23% Increased
209
SI
Standard Investments
New York
$116M +$43.5M 1 4.22% Increased
210
Balyasny Asset Management
Balyasny Asset Management
Illinois
$116M +$44.5M 12 0.38% Increased
211
Panagora Asset Management
Panagora Asset Management
Massachusetts
$116M -$53.4M 8 0.76% Reduced
212
Osaic Holdings
Osaic Holdings
Arizona
$114M +$12.8M 26 0.25% Increased
213
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$111M -$2.26M 10 0.65% Reduced
214
Brown Advisory
Brown Advisory
Maryland
$110M +$47.4M 7 0.21% Increased
215
Asset Management One
Asset Management One
Japan
$108M +$964K 4 0.51% Increased
216
Voloridge Investment Management
Voloridge Investment Management
Florida
$108M +$49M 8 0.56% Increased
217
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$108M +$11M 2 0.12% Increased
218
Zacks Investment Management
Zacks Investment Management
Illinois
$108M +$3.67M 3 1.64% Increased
219
DZ Bank
DZ Bank
Germany
$106M +$23.9M 7 0.19% Increased
220
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$103M -$1.11M 3 0.07% Reduced
221
Appaloosa LP
Appaloosa LP
New Jersey
$102M +$11.9M 1 6.43% Increased
222
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$102M +$7.9M 15 0.22% Increased
223
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$102M -$5.67M 2 1.81% Reduced
224
Wedge Capital Management
Wedge Capital Management
North Carolina
$101M -$534K 5 1.61% Reduced
225
Eagle Global Advisors
Eagle Global Advisors
Texas
$101M +$5.1M 6 7.45% Increased