← 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	Cardano Risk Management Rotterdam, Netherlands	$158M	+$32.9M	1	3.11%	Increased
202	Brandes Investment Partners La Jolla, California	$157M	-$639K	3	1.94%	Reduced
203	National Bank of Canada Montreal, Quebec, Canada	$156M	+$7.34M	14	0.21%	Increased
204	Royal London Asset Management United Kingdom	$155M	-$6.22M	6	0.39%	Reduced
205	Silvercrest Asset Management New York	$152M	-$7.79M	7	1.05%	Reduced
206	SSM Sound Shore Management Greenwich, Connecticut	$152M	-$5.22M	2	5.07%	Reduced
207	Empyrean Capital Partners Los Angeles, California	$152M	+$150M	1	8.89%	New
208	MBA Maple-Brown Abbott Barangaroo, Australia	$150M	-$3.48M	2	15.8%	Reduced
209	1832 Asset Management Toronto, Ontario, Canada	$149M	+$96.8M	6	0.12%	Increased
210	Vaughan Nelson Investment Management Houston, Texas	$147M	+$6.8M	2	1.36%	Increased
211	Zacks Investment Management Chicago, Illinois	$147M	+$3.97M	4	1.65%	Increased
212	GKFF George Kaiser Family Foundation Tulsa, Oklahoma	$145M	$0	1	25.59%	Maintained
213	Capitolis Liquid Global Markets New York	$145M	+$143M	1	1.79%	Increased
214	State Farm Mutual Automobile Insurance Bloomington, Illinois	$143M	$0	2	0.13%	Maintained
215	Donald Smith & Co New York	$142M	-$6.81M	2	3.62%	Reduced
216	Cambiar Investors Denver, Colorado	$141M	+$1.65M	6	5.52%	Increased
217	Intermede Investment Partners London, United Kingdom	$141M	-$8.93M	1	2.98%	Reduced
218	Mariner Overland Park, Kansas	$139M	+$9.56M	18	0.27%	Increased
219	Maryland State Retirement & Pension System Baltimore, Maryland	$139M	-$2.2M	8	2.55%	Reduced
220	Nomura Holdings Tokyo, Japan	$138M	+$30.5M	7	0.27%	Increased
221	Patient Capital Management Baltimore, Maryland	$137M	+$1.11M	2	7.29%	Increased
222	RIA Recurrent Investment Advisors Houston, Texas	$137M	+$27.2M	5	14.41%	Increased
223	Gates Capital Management New York	$136M	+$48.7M	1	2.7%	Increased
224	Jacobs Levy Equity Management Florham Park, New Jersey	$135M	+$31M	5	0.56%	Increased
225	Bank of Nova Scotia Toronto, Ontario, Canada	$134M	-$2.85M	5	0.26%	Reduced