← 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 Chicago, Illinois	$599M	-$22.1M	2	5.8%	Reduced
52	Royal Bank of Canada Toronto, Ontario, Canada	$598M	+$3.29M	19	0.41%	Increased
53	First Eagle Investment Management New York	$596M	+$7.11M	1	1.48%	Increased
54	Viking Global Investors Stamford, Connecticut	$593M	+$565M	2	2.38%	New
55	T. Rowe Price Associates Baltimore, Maryland	$570M	+$55.1M	10	0.12%	Increased
56	Lone Pine Capital Greenwich, Connecticut	$553M	+$483M	1	2.16%	Increased
57	ING Group Amsterdam, Netherlands	$548M	+$149M	3	3.18%	Increased
58	UBS AM Chicago, Illinois	$536M	+$12.8M	8	0.53%	Increased
59	HFA Harvest Fund Advisors Wayne, Pennsylvania	$536M	+$3.95M	2	8.47%	Increased
60	California Public Employees Retirement System Sacramento, California	$530M	-$4.97M	16	0.73%	Reduced
61	Sculptor Capital New York	$526M	+$20.9M	3	1.52%	Increased
62	Janus Henderson Investors US Denver, Colorado	$520M	+$58.2M	5	0.48%	Increased
63	Charles Schwab San Francisco, California	$514M	-$427K	8	0.85%	Reduced
64	Soroban Capital Partners New York	$502M	$0	1	3.78%	Maintained
65	Miller Howard Investments Kingston, New York	$489M	-$30.3M	4	7.57%	Reduced
66	PNC Financial Services Group Pittsburgh, Pennsylvania	$486M	+$75.1M	14	0.57%	Increased
67	Kayne Anderson Capital Advisors Los Angeles, California	$476M	+$26.8M	6	2.71%	Increased
68	Jennison Associates New York	$473M	-$59.4M	6	0.44%	Reduced
69	Yacktman Asset Management Austin, Texas	$460M	-$10.6M	1	1.92%	Reduced
70	Lord, Abbett & Co Jersey City, New Jersey	$459M	-$83.2M	5	1.15%	Reduced
71	NIM NXG Investment Management Dallas, Texas	$446M	+$66.4M	11	9.26%	Increased
72	Millennium Management New York	$438M	+$102M	15	1.11%	Increased
73	AllianceBernstein Nashville, Tennessee	$432M	-$8M	11	0.36%	Reduced
74	SCCM Schafer Cullen Capital Management New York	$428M	-$6.29M	5	4.09%	Reduced
75	BlackRock New York	$418M	+$28.2M	10	0.61%	Increased