← 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
51
MCM
Mason Capital Management
New York
$511M -$126M 1 11.35% Reduced
52
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$499M +$14.6M 8 0.11% Increased
53
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$498M -$34.7M 2 1.85% Reduced
54
AR
Advisory Research
Illinois
$481M +$8.65M 4 4.97% Increased
55
California Public Employees Retirement System
California Public Employees Retirement System
California
$473M -$6.26M 14 0.68% Reduced
56
Charles Schwab
Charles Schwab
California
$467M +$18.3M 6 0.84% Increased
57
UBS AM
UBS AM
Illinois
$459M +$42.3M 8 0.49% Increased
58
Sculptor Capital
Sculptor Capital
New York
$453M -$67.5M 1 1.49% Reduced
59
KCM
Kensico Capital Management
Connecticut
$449M -$65.7M 2 10.2% Reduced
60
PointState Capital
PointState Capital
New York
$439M -$209M 3 6.98% Reduced
61
Yacktman Asset Management
Yacktman Asset Management
Texas
$434M -$2.96M 1 1.81% Reduced
62
AllianceBernstein
AllianceBernstein
Tennessee
$434M +$27.1M 12 0.37% Increased
63
Soroban Capital Partners
Soroban Capital Partners
New York
$431M +$159M 1 5.45% Increased
64
SCCM
Schafer Cullen Capital Management
New York
$419M +$20.7M 5 4.06% Increased
65
ING Group
ING Group
Netherlands
$406M -$290M 4 2.15% Reduced
66
Miller Howard Investments
Miller Howard Investments
New York
$405M +$13.6M 4 7.43% Increased
67
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$396M +$55.9M 3 0.37% Increased
68
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$395M +$27.8M 15 0.29% Increased
69
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$385M -$8.2M 5 0.88% Reduced
70
Acadian Asset Management
Acadian Asset Management
Massachusetts
$380M -$1.36M 2 1.99% Reduced
71
Russell Frank Company
Russell Frank Company
Washington
$367M +$29.8M 10 0.65% Increased
72
RC
RRJ Capital
Cayman Islands
$367M $0 2 84.99% Maintained
73
HFA
Harvest Fund Advisors
Pennsylvania
$363M +$20.8M 1 7.78% Increased
74
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$351M +$8.75M 12 0.46% Increased
75
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$350M -$6.92M 6 0.54% Reduced