← 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	ZP Zimmer Partners New York	$1.29B	+$285M	3	17.07%	Increased
27	Ameriprise Minneapolis, Minnesota	$1.25B	-$94.6M	15	0.44%	Reduced
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.24B	-$136M	21	0.63%	Reduced
29	Macquarie Group Sydney, NSW 2000, Australia	$1.22B	-$65.8M	10	1.98%	Reduced
30	HFA Harvest Fund Advisors Wayne, Pennsylvania	$1.16B	+$126M	2	10.43%	Increased
31	UBS Group Zurich, Switzerland	$1.15B	-$718M	21	0.45%	Reduced
32	Tortoise Capital Advisors Overland Park, Kansas	$1.14B	+$149M	9	6.63%	Increased
33	Fisher Asset Management Camas, Washington	$1.13B	+$1.03B	5	1.37%	Increased
34	Newport Trust Company Washington, District of Columbia	$1.09B	-$16M	1	3.02%	Reduced
35	Capital Research Global Investors Los Angeles, California	$1.03B	-$850M	6	0.3%	Reduced
36	Wells Fargo San Francisco, California	$1.01B	-$5.33M	21	0.29%	Reduced
37	Baupost Group Boston, Massachusetts	$986M	$0	1	7.56%	Maintained
38	Neuberger Berman Group New York	$939M	-$42.6M	10	1.06%	Reduced
39	KCM Kensico Capital Management Greenwich, Connecticut	$903M	$0	2	14.81%	Maintained
40	Legal & General Group London, United Kingdom	$832M	+$23.5M	12	0.6%	Increased
41	WP Warburg Pincus New York	$802M	-$48M	1	14.63%	Reduced
42	Charles Schwab San Francisco, California	$774M	-$2.32M	11	0.52%	Reduced
43	Bank of Montreal Toronto, Ontario, Canada	$768M	+$221M	17	0.6%	Increased
44	Boston Partners Boston, Massachusetts	$706M	-$7.53M	6	0.82%	Reduced
45	AQR Capital Management Greenwich, Connecticut	$700M	+$290M	7	0.67%	Increased
46	American Century Companies Kansas City, Missouri	$691M	+$138M	6	0.67%	Increased
47	OppenheimerFunds New York	$671M	-$7.53M	11	0.78%	Reduced
48	Parametric Portfolio Associates Seattle, Washington	$641M	+$26.6M	15	0.56%	Increased
49	UBS AM Chicago, Illinois	$632M	+$1.8M	10	0.47%	Increased
50	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$631M	+$56.1M	12	0.67%	Increased