← 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	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$360M	-$41.5M	7	0.24%	Reduced
52	Brookfield Corp Toronto, Ontario, Canada	$359M	+$32.1M	8	1.97%	Increased
53	Neuberger Berman Group New York	$341M	-$19.7M	8	0.4%	Reduced
54	UBS Group Zurich, Switzerland	$319M	+$2.43M	23	0.12%	Increased
55	CI Investments Inc Toronto, Ontario, Canada	$306M	+$4.85M	6	1.52%	Increased
56	Magellan Asset Management Sydney, Australia	$304M	+$38.9M	1	0.78%	Increased
57	Jennison Associates New York	$288M	-$22.7M	8	0.23%	Reduced
58	Pzena Investment Management New York	$287M	+$45.9M	1	1.79%	Increased
59	AllianceBernstein Nashville, Tennessee	$279M	-$773K	10	0.15%	Reduced
60	Credit Suisse Zurich, Switzerland	$262M	+$11.4M	14	0.16%	Increased
61	KCM Kensico Capital Management Greenwich, Connecticut	$257M	-$99.1M	2	5.63%	Reduced
62	APG Asset Management Amsterdam, Netherlands	$252M	-$1.05M	5	0.44%	Reduced
63	Eaton Vance Management Boston, Massachusetts	$230M	-$68.2M	6	0.42%	Reduced
64	FCIM Fairview Capital Investment Management Greenbrae, California	$227M	+$1.78M	2	10.68%	Increased
65	SCA Salient Capital Advisors Houston, Texas	$224M	-$33.9M	6	14.34%	Reduced
66	ZP Zimmer Partners New York	$220M	-$26.3M	2	3.4%	Reduced
67	1832 Asset Management Toronto, Ontario, Canada	$217M	-$125M	4	0.57%	Reduced
68	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$215M	+$8.54M	4	0.48%	Increased
69	Energy Income Partners Westport, Connecticut	$213M	+$11M	4	6.37%	Increased
70	Citigroup New York	$204M	+$8.46M	22	0.13%	Increased
71	Arrowstreet Capital Boston, Massachusetts	$202M	+$53.4M	12	0.32%	Increased
72	ClearBridge Investments (Australia) Sydney, Australia	$202M	-$35.9M	2	10.54%	Reduced
73	Bahl & Gaynor Cincinnati, Ohio	$201M	+$2.72M	2	1.42%	Increased
74	Bank of Montreal Toronto, Ontario, Canada	$198M	-$109M	17	0.17%	Reduced
75	D.E. Shaw & Co New York	$197M	-$98.4M	8	0.2%	Reduced