← 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
26	BlackRock Advisors Wilmington, Delaware	$846M	-$106M	13	0.91%	Reduced
27	Wellington Management Group Boston, Massachusetts	$818M	+$410K	9	0.23%	Increased
28	Dimensional Fund Advisors Austin, Texas	$808M	+$5.11M	11	0.53%	Increased
29	Geode Capital Management Boston, Massachusetts	$747M	+$12.5M	14	0.45%	Increased
30	Macquarie Group Sydney, NSW 2000, Australia	$731M	+$16.9M	8	1.57%	Increased
31	WP Warburg Pincus New York	$658M	$0	1	8.29%	Maintained
32	Citigroup New York	$657M	+$1.82M	19	0.61%	Increased
33	Viking Global Investors Stamford, Connecticut	$633M	+$111M	2	2.43%	Increased
34	Blackstone Inc New York	$599M	$0	2	1.92%	Maintained
35	Lone Pine Capital Greenwich, Connecticut	$591M	+$265M	1	2.41%	Increased
36	Tortoise Capital Advisors Overland Park, Kansas	$573M	-$84.1M	7	4.52%	Reduced
37	ClearBridge Investments (Australia) Sydney, Australia	$555M	+$67M	1	17.16%	Increased
38	D.E. Shaw & Co New York	$551M	+$313M	8	0.81%	Increased
39	Credit Suisse Zurich, Switzerland	$548M	+$11.7M	14	0.66%	Increased
40	OppenheimerFunds New York	$546M	-$95.1M	7	0.74%	Reduced
41	UBS Group Zurich, Switzerland	$514M	-$315M	19	0.36%	Reduced
42	HFA Harvest Fund Advisors Wayne, Pennsylvania	$510M	+$15.2M	4	7.88%	Increased
43	ClearBridge Investments New York	$507M	-$11.2M	10	0.61%	Reduced
44	Legal & General Group London, United Kingdom	$485M	+$21.4M	5	0.59%	Increased
45	KCM Kensico Capital Management Greenwich, Connecticut	$467M	+$5.09M	2	9.85%	Increased
46	BlackRock Investment Management Wilmington, Delaware	$438M	-$29.3M	12	0.59%	Reduced
47	TIAA CREF Investment Management New York	$420M	-$73.1M	9	0.33%	Reduced
48	ING Group Amsterdam, Netherlands	$409M	+$43.7M	3	2.83%	Increased
49	Massachusetts Financial Services Boston, Massachusetts	$383M	+$1.25M	2	0.21%	Increased
50	PointState Capital New York	$380M	-$124M	1	10.64%	Reduced