Theme
NatGas '26: Upstream & Land Optionality☆

TBN+19.71%12.0%

CRK-30.69%10.0%

POU.TO+35.57%10.0%

BSM+22.34%9.0%

AR+7.32%8.0%

RRC+6.75%8.0%

EQT-3.61%7.0%

PSK.TO+35.16%7.0%

FRU.TO+26.76%6.0%

KRP+26.92%6.0%

BLU.AU-99.92%5.0%

EXR.AU+35.97%4.0%

OMA.AU+60.25%4.0%

AEL.AU-26.04%3.0%

GAS.AU-64.66%1.0%
As of Oct 9, 2026, 4:27 AM ET
NatGas '26: Upstream & Land Optionality Constituents
Tamboran Resources CorpTBN | 12.0% | 0.73% | 3.99% | -11.30% | 4.52% | 27.36% | 9.40% | 44.50% | 19.71% | 77.57% | — | $1.21B |
Comstock Resources, Inc.CRK | 10.0% | -0.51% | 8.04% | -7.99% | 6.78% | -40.85% | -30.09% | -36.17% | -30.69% | 13.31% | 37.48% | $4.03B |
Paramount Resources Ltd.POU.TO | 10.0% | 1.88% | 7.91% | -1.95% | 9.61% | 28.01% | 14.00% | 72.76% | 35.57% | 121.06% | 227.91% | $3.29B |
Black Stone Minerals, L.P.BSM | 9.0% | 0.89% | 2.01% | -1.01% | 1.86% | 18.42% | 2.17% | 10.38% | 22.34% | 17.85% | 94.65% | $3.13B |
Antero Resources CorporationAR | 8.0% | 1.38% | 5.01% | -7.82% | 5.97% | 4.64% | -2.04% | -14.14% | 7.32% | 22.78% | 75.65% | $11.09B |
Range Resources CorporationRRC | 8.0% | 2.36% | 7.69% | -2.09% | 8.43% | 16.48% | -0.51% | 1.88% | 6.75% | 31.45% | 82.15% | $9.53B |
EQT CorporationEQT | 7.0% | 1.20% | 6.16% | -3.09% | 5.69% | -1.23% | -13.81% | -3.08% | -3.61% | 43.85% | 167.68% | $33.11B |
PrairieSky Royalty Ltd.PSK.TO | 7.0% | 2.05% | 1.77% | -9.25% | 3.56% | 22.98% | 6.11% | 31.79% | 35.16% | 25.35% | 224.53% | $5.53B |
Freehold Royalties Ltd.FRU.TO | 6.0% | 1.69% | 0.84% | -7.81% | 2.97% | 11.83% | -5.01% | 44.96% | 26.76% | 32.27% | 82.78% | $1.94B |
Kimbell Royalty Partners, LPKRP | 6.0% | 1.61% | 4.84% | -0.07% | 4.84% | 40.21% | 14.99% | 25.81% | 26.92% | 17.21% | 76.14% | $1.50B |
Blue Energy LimitedBLU.AU | 5.0% | 0.00% | -99.91% | -99.91% | -99.91% | -99.92% | -99.93% | -99.92% | -99.92% | -99.92% | -93.65% | $8.4M |
Elixir Energy LimitedEXR.AU | 4.0% | -1.67% | -22.75% | -24.92% | -25.69% | -20.86% | -31.91% | 184.38% | 35.97% | -10.48% | -80.95% | $76.7M |
Omega Oil & Gas LimitedOMA.AU | 4.0% | 0.00% | -11.40% | -19.40% | -13.26% | 56.34% | 10.90% | 152.84% | 60.25% | 163.10% | — | $163.7M |
Amplitude Energy LimitedAEL.AU | 3.0% | -1.40% | 2.11% | -5.17% | 7.78% | -36.76% | -32.10% | -6.38% | -26.04% | -14.86% | -44.27% | $369.4M |
State Gas LimitedGAS.AU | 1.0% | 0.00% | -10.44% | -20.87% | -9.32% | -66.37% | -67.89% | -65.59% | -64.66% | -82.47% | -97.32% | $3.3M |
| Theme return | — | 0.92% | 2.90% | -10.44% | 0.21% | 7.79% | -4.29% | 27.51% | 11.91% | 48.96% | 145.04% | — |
| Average | 6.7% | 0.68% | -6.28% | -14.84% | -5.74% | -2.65% | -15.05% | 22.93% | 3.46% | 23.87% | 57.91% | $5.00B |
| Median | 7.0% | 0.89% | 2.11% | -7.82% | 4.52% | 11.83% | -2.04% | 10.38% | 19.71% | 22.78% | 76.14% | $1.94B |
| Std Dev | 2.9% | 1.20% | 26.39% | 23.88% | 26.85% | 41.12% | 31.67% | 71.36% | 41.21% | 64.16% | 107.10% | $8.21B |
| Min | 1.0% | -1.67% | -99.91% | -99.91% | -99.91% | -99.92% | -99.93% | -99.92% | -99.92% | -99.92% | -97.32% | $3.3M |
| Max | 12.0% | 2.36% | 8.04% | -0.07% | 9.61% | 56.34% | 14.99% | 184.38% | 60.25% | 163.10% | 227.91% | $33.11B |
| % Positive Tickers | 60.00% | 73.33% | 0.00% | 73.33% | 60.00% | 40.00% | 60.00% | 66.67% | 73.33% | 69.23% |