← 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	Icahn Carl Sunny Isles Beach, Florida	$1.5B	-$92M	1	6.23%	Reduced
27	Fisher Asset Management Camas, Washington	$1.43B	+$328M	6	1.68%	Increased
28	Elliott Management New York	$1.43B	$0	1	8.96%	Maintained
29	Dimensional Fund Advisors Austin, Texas	$1.36B	+$30.7M	12	0.54%	Increased
30	ZP Zimmer Partners New York	$1.35B	-$95.2M	3	16.11%	Reduced
31	Bank of Montreal Toronto, Ontario, Canada	$1.34B	+$363M	16	1.15%	Increased
32	OppenheimerFunds New York	$1.18B	-$190M	11	1.47%	Reduced
33	Macquarie Group Sydney, NSW 2000, Australia	$1.16B	-$5.53M	11	1.98%	Reduced
34	Newport Trust Company Washington, District of Columbia	$1.16B	-$36.8M	1	3.47%	Reduced
35	Wells Fargo San Francisco, California	$1.14B	+$90M	21	0.34%	Increased
36	ALPS Advisors Denver, Colorado	$1.1B	-$33.5M	6	7.79%	Reduced
37	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.09B	-$204M	4	1.97%	Reduced
38	Capital Research Global Investors Los Angeles, California	$1.05B	+$49.2M	3	0.33%	Increased
39	Ameriprise Minneapolis, Minnesota	$1.03B	-$13.9M	15	0.47%	Reduced
40	Legal & General Group London, United Kingdom	$1.02B	+$169M	12	0.58%	Increased
41	Neuberger Berman Group New York	$1.02B	-$28.9M	10	1.24%	Reduced
42	Kayne Anderson Capital Advisors Los Angeles, California	$926M	-$34.5M	6	13.2%	Reduced
43	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$882M	+$141M	9	0.95%	Increased
44	Baupost Group Boston, Massachusetts	$863M	-$104M	1	7.25%	Reduced
45	KCM Kensico Capital Management Greenwich, Connecticut	$841M	-$30.3M	2	16.55%	Reduced
46	Barclays London, United Kingdom	$802M	+$158M	19	0.55%	Increased
47	Citigroup New York	$798M	-$249M	20	0.77%	Reduced
48	American Century Companies Kansas City, Missouri	$760M	-$17.2M	8	0.77%	Reduced
49	CIBC Private Wealth Group Atlanta, Georgia	$754M	+$46.6M	4	2.91%	Increased
50	Charles Schwab San Francisco, California	$733M	+$26.8M	11	0.47%	Increased