← 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
AR
Advisory Research
Illinois
$595M -$9.67M 2 5.52% Reduced
52
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$578M +$142M 5 1.31% Increased
53
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$576M -$19.4M 10 0.12% Reduced
54
California Public Employees Retirement System
California Public Employees Retirement System
California
$569M +$301K 16 0.77% Increased
55
UBS AM
UBS AM
Illinois
$567M +$17M 8 0.57% Increased
56
Charles Schwab
Charles Schwab
California
$567M +$5.08M 8 0.95% Increased
57
MCM
Mason Capital Management
New York
$550M -$80.3M 1 6.55% Reduced
58
Yacktman Asset Management
Yacktman Asset Management
Texas
$527M -$1.65M 1 2.14% Reduced
59
HFA
Harvest Fund Advisors
Pennsylvania
$511M +$44.5M 2 8.46% Increased
60
Jennison Associates
Jennison Associates
New York
$507M -$229M 6 0.47% Reduced
61
AllianceBernstein
AllianceBernstein
Tennessee
$501M -$2.21M 11 0.42% Reduced
62
Miller Howard Investments
Miller Howard Investments
New York
$499M -$10.2M 4 7.89% Reduced
63
SCCM
Schafer Cullen Capital Management
New York
$486M +$978K 5 4.48% Increased
64
Baupost Group
Baupost Group
Massachusetts
$483M +$70.7M 2 7.86% Increased
65
Sculptor Capital
Sculptor Capital
New York
$482M -$76.2M 2 1.44% Reduced
66
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$470M +$13.1M 3 0.43% Increased
67
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$462M +$32.2M 14 0.59% Increased
68
Acadian Asset Management
Acadian Asset Management
Massachusetts
$450M -$10.8M 2 2.19% Reduced
69
Soroban Capital Partners
Soroban Capital Partners
New York
$449M -$92.5M 1 2.55% Reduced
70
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors
California
$448M +$41.1M 5 2.66% Increased
71
PointState Capital
PointState Capital
New York
$446M -$101M 1 5.6% Reduced
72
BlackRock
BlackRock
New York
$415M +$20.7M 11 0.62% Increased
73
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$411M -$5.32M 6 0.61% Reduced
74
Prudential Financial
Prudential Financial
New Jersey
$407M -$8.65M 5 0.72% Reduced
75
APG Asset Management
APG Asset Management
Netherlands
$400M +$155M 4 0.85% Increased