← 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	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.24B	+$195M	19	0.88%	Increased
27	Elliott Management New York	$1.23B	$0	1	8.78%	Maintained
28	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.2B	-$81.1M	4	2.35%	Reduced
29	OppenheimerFunds New York	$1.19B	+$763M	11	1.69%	Increased
30	Dodge & Cox San Francisco, California	$1.18B	+$388M	2	1.08%	Increased
31	Dimensional Fund Advisors Austin, Texas	$1.16B	+$168M	12	0.53%	Increased
32	Macquarie Group Sydney, NSW 2000, Australia	$1.06B	+$30.6M	12	2.05%	Increased
33	Newport Trust Company Washington, District of Columbia	$1.03B	-$7.04M	1	3.35%	Reduced
34	Fisher Asset Management Camas, Washington	$1.02B	+$117M	5	1.4%	Increased
35	ALPS Advisors Denver, Colorado	$975M	+$953M	6	7.57%	Increased
36	Ameriprise Minneapolis, Minnesota	$958M	+$102M	13	0.48%	Increased
37	Wells Fargo San Francisco, California	$942M	+$146M	21	0.31%	Increased
38	Citigroup New York	$912M	+$574M	21	0.92%	Increased
39	Neuberger Berman Group New York	$896M	+$128M	10	1.25%	Increased
40	Bank of Montreal Toronto, Ontario, Canada	$857M	+$282M	16	0.81%	Increased
41	Capital Research Global Investors Los Angeles, California	$853M	-$18.8M	5	0.3%	Reduced
42	Baupost Group Boston, Massachusetts	$840M	$0	1	7.29%	Maintained
43	Kayne Anderson Capital Advisors Los Angeles, California	$825M	+$629M	6	12.81%	Increased
44	KCM Kensico Capital Management Greenwich, Connecticut	$757M	-$4.3M	2	16.49%	Reduced
45	Legal & General Group London, United Kingdom	$754M	+$59.6M	11	0.58%	Increased
46	American Century Companies Kansas City, Missouri	$664M	+$165M	6	0.76%	Increased
47	Charles Schwab San Francisco, California	$627M	+$173K	11	0.48%	Increased
48	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$617M	+$136M	9	0.78%	Increased
49	CIBC Private Wealth Group Atlanta, Georgia	$607M	+$444M	5	2.71%	Increased
50	Millennium Management New York	$599M	+$238M	14	0.93%	Increased