← 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
ACG
Aventail Capital Group
New York
$145M +$82.1M 8 8.57% Increased
202
Brandes Investment Partners
Brandes Investment Partners
California
$145M -$2.39M 3 1.63% Reduced
203
RIA
Recurrent Investment Advisors
Texas
$144M +$4.93M 5 14.27% Increased
204
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$142M -$2.67M 1 2.97% Reduced
205
MBA
Maple-Brown Abbott
Australia
$142M -$18.5M 2 14.07% Reduced
206
YCM
Yaupon Capital Management
New York
$142M +$59.2M 5 7.7% Increased
207
NSGL
No Street GP LP
California
$141M +$34.8M 1 10.87% Increased
208
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$140M +$28.5M 2 0.28% Increased
209
Empyrean Capital Partners
Empyrean Capital Partners
California
$138M $0 1 5.84% Maintained
210
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$138M -$4.12M 8 2.9% Reduced
211
Mariner
Mariner
Kansas
$136M +$1.2M 19 0.24% Increased
212
Silvercrest Asset Management
Silvercrest Asset Management
New York
$136M -$4M 7 0.92% Reduced
213
Brown Advisory
Brown Advisory
Maryland
$135M +$474K 9 0.17% Increased
214
PCM
Philosophy Capital Management
California
$134M -$2.4M 2 10.64% Reduced
215
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$134M +$72.7M 6 0.32% Increased
216
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$133M +$32.1M 1 3.63% Increased
217
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$131M $0 2 0.11% Maintained
218
FCIM
Fairview Capital Investment Management
California
$131M -$5.07M 2 7.06% Reduced
219
BAMCO Inc
BAMCO Inc
New York
$127M -$23.8M 1 0.34% Reduced
220
1832 Asset Management
1832 Asset Management
Ontario, Canada
$126M -$19.4M 5 0.1% Reduced
221
KCM
Kensico Capital Management
Connecticut
$126M $0 1 3.34% Maintained
222
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$123M -$309M 6 0.11% Reduced
223
Patient Capital Management
Patient Capital Management
Maryland
$123M +$703K 2 6.04% Increased
224
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$123M +$3.52M 6 0.31% Increased
225
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$122M -$1.79M 17 0.19% Reduced
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