← 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
226
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$62M -$13.6M 1 0.9% Reduced
227
KBC Group
KBC Group
Belgium
$61.7M -$89.3M 5 0.23% Reduced
228
IAM
Iridian Asset Management
Connecticut
$61.2M -$40.1M 1 1.87% Reduced
229
Osaic Holdings
Osaic Holdings
Arizona
$60.9M +$4.62M 22 0.13% Increased
230
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$59.7M -$31.9M 8 0.15% Reduced
231
Regions Financial Corp
Regions Financial Corp
Alabama
$59.4M +$154K 6 0.51% Increased
232
1SP
140 Summer Partners
New York
$58.9M -$5.8M 1 7.5% Reduced
233
Eagle Global Advisors
Eagle Global Advisors
Texas
$57.7M -$2.44M 4 3.81% Reduced
234
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$57.6M -$995K 3 1.35% Reduced
235
Donald Smith & Co
Donald Smith & Co
New York
$56.4M -$1.06M 2 2.15% Reduced
236
Glenmede Trust
Glenmede Trust
Pennsylvania
$56.4M -$2.27M 10 0.29% Reduced
237
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$55.6M -$17.1M 10 0.75% Reduced
238
KP
Kiltearn Partners
United Kingdom
$55.6M -$18.2M 1 2.3% Reduced
239
SCM
SIR Capital Management
New York
$55M -$6.54M 4 8.07% Reduced
240
Brandes Investment Partners
Brandes Investment Partners
California
$54.9M +$25.2M 2 1.19% Increased
241
Aristotle Capital Management
Aristotle Capital Management
California
$54.4M +$2M 1 0.1% Increased
242
Encompass Capital Advisors
Encompass Capital Advisors
New York
$54.3M +$48.9M 2 3.32% New
243
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$53.5M -$3.03M 2 0.66% Reduced
244
Rafferty Asset Management
Rafferty Asset Management
New York
$53.5M -$5.26M 8 0.37% Reduced
245
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$53M +$11.4M 2 0.94% Increased
246
Guggenheim Capital
Guggenheim Capital
Illinois
$52.9M +$6.59M 10 0.32% Increased
247
Conning Inc
Conning Inc
Connecticut
$52.1M +$42.5M 3 1.5% Increased
248
BAMCO Inc
BAMCO Inc
New York
$51.5M -$9.94M 2 0.12% Reduced
249
AIG
American International Group
New York
$51.2M -$1.91M 11 0.27% Reduced
250
Arizona State Retirement System
Arizona State Retirement System
Arizona
$50.9M -$261K 7 0.42% Reduced
8 9
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