← 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	Miller Howard Investments Kingston, New York	$541M	+$71M	5	7.29%	Increased
52	BlackRock Investment Management Wilmington, Delaware	$538M	-$36.2K	12	0.67%	Reduced
53	Sculptor Capital New York	$522M	-$234M	2	1.51%	Reduced
54	AR Advisory Research Chicago, Illinois	$514M	-$72.9M	3	5.83%	Reduced
55	T. Rowe Price Associates Baltimore, Maryland	$490M	+$38.2M	8	0.1%	Increased
56	First Eagle Investment Management New York	$470M	-$5.44M	1	1.12%	Reduced
57	Charles Schwab San Francisco, California	$460M	+$2.14M	8	0.64%	Increased
58	Fayez Sarofim & Co Houston, Texas	$455M	-$20.6M	3	2.32%	Reduced
59	Janus Henderson Investors US Denver, Colorado	$455M	-$91.2M	5	0.37%	Reduced
60	California Public Employees Retirement System Sacramento, California	$455M	-$5.84M	15	0.68%	Reduced
61	ClearBridge Investments (Australia) Sydney, Australia	$439M	-$23.1M	1	13.86%	Reduced
62	Massachusetts Financial Services Boston, Massachusetts	$432M	+$35.5M	2	0.22%	Increased
63	Brookfield Corp Toronto, Ontario, Canada	$427M	+$154M	3	1.24%	Increased
64	UBS AM Chicago, Illinois	$416M	-$6.82M	8	0.4%	Reduced
65	IPC Invesco Private Capital New York	$414M	$0	1	52.35%	Maintained
66	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$406M	+$559K	6	0.73%	Increased
67	D.E. Shaw & Co New York	$401M	+$151M	8	0.6%	Increased
68	PNC Financial Services Group Pittsburgh, Pennsylvania	$397M	-$12.1M	14	0.44%	Reduced
69	NIM NXG Investment Management Dallas, Texas	$397M	+$40.8M	11	10.46%	Increased
70	SCA Salient Capital Advisors Houston, Texas	$376M	+$49.1M	4	6.89%	Increased
71	HSBC Holdings London, United Kingdom	$370M	+$173M	6	0.76%	Increased
72	YCMGA York Capital Management Global Advisors New York	$369M	+$20M	2	3.13%	Increased
73	Lord, Abbett & Co Jersey City, New Jersey	$362M	-$48.5M	4	0.96%	Reduced
74	Soroban Capital Partners New York	$362M	$0	1	2.46%	Maintained
75	Yacktman Asset Management Austin, Texas	$359M	-$8.3M	1	1.91%	Reduced