← 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
ClearBridge Investments
ClearBridge Investments
New York
$374M +$59.1M 8 0.34% Increased
52
Janus Henderson Group
Janus Henderson Group
$372M +$85.8M 5 0.21% Increased
53
Brookfield Corp
Brookfield Corp
Ontario, Canada
$362M +$363M 5 2.06% New
54
KCM
Kensico Capital Management
Connecticut
$358M -$54.1M 2 7.51% Reduced
55
1832 Asset Management
1832 Asset Management
Ontario, Canada
$344M +$112M 3 1.03% Increased
56
D.E. Shaw & Co
D.E. Shaw & Co
New York
$332M -$290M 9 0.4% Reduced
57
Jennison Associates
Jennison Associates
New York
$331M +$121M 8 0.3% Increased
58
Bank of Montreal
Bank of Montreal
Ontario, Canada
$329M +$28.7M 17 0.3% Increased
59
Eaton Vance Management
Eaton Vance Management
Massachusetts
$320M -$39.7M 6 0.65% Reduced
60
CI Investments Inc
CI Investments Inc
Ontario, Canada
$313M +$21.5M 6 1.67% Increased
61
APG Asset Management
APG Asset Management
Netherlands
$302M -$20.3M 5 0.55% Reduced
62
SCA
Salient Capital Advisors
Texas
$294M +$29.6M 5 14.24% Increased
63
AllianceBernstein
AllianceBernstein
Tennessee
$290M -$6.66M 10 0.17% Reduced
64
Credit Suisse
Credit Suisse
Switzerland
$287M -$50.1M 14 0.21% Reduced
65
Pzena Investment Management
Pzena Investment Management
New York
$287M +$55.7M 1 1.87% Increased
66
ZP
Zimmer Partners
New York
$266M +$8.42M 2 3.6% Increased
67
Magellan Asset Management
Magellan Asset Management
Australia
$264M +$27.4M 1 0.79% Increased
68
Renaissance Technologies
Renaissance Technologies
New York
$248M -$4.59M 6 0.21% Reduced
69
ClearBridge Investments (Australia)
ClearBridge Investments (Australia)
Australia
$239M -$6.84M 2 14.11% Reduced
70
Principal Financial Group
Principal Financial Group
Iowa
$239M -$29.9M 10 0.21% Reduced
71
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors
California
$238M -$17.9M 5 9.04% Reduced
72
FCIM
Fairview Capital Investment Management
California
$236M -$1.96M 2 11.42% Reduced
73
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$235M -$10.6M 16 0.31% Reduced
74
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$229M +$16.5M 11 0.29% Increased
75
Citigroup
Citigroup
New York
$227M -$93.1M 21 0.18% Reduced