← 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
Lazard Asset Management
Lazard Asset Management
New York
$967M -$7.17M 11 1.41% Reduced
52
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$910M +$58M 3 7.47% Increased
53
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$833M -$4.86K 7 0.68% Reduced
54
Eaton Vance Management
Eaton Vance Management
Massachusetts
$815M -$55.7M 10 1.21% Reduced
55
VOYA Investment Management
VOYA Investment Management
Georgia
$810M +$446M 14 0.97% Increased
56
Energy Income Partners
Energy Income Partners
Connecticut
$801M +$13.5M 6 18.74% Increased
57
AllianceBernstein
AllianceBernstein
Tennessee
$799M +$84.8M 15 0.39% Increased
58
CI Investments Inc
CI Investments Inc
Ontario, Canada
$764M -$27.2M 10 3.97% Reduced
59
California Public Employees Retirement System
California Public Employees Retirement System
California
$705M +$65.6M 5 0.65% Increased
60
GE
General Electric
Ohio
$695M -$285M 1 12.76% Reduced
61
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$694M -$10.9M 4 1.94% Reduced
62
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$647M -$26.8M 1 3.1% Reduced
63
Janus Henderson Group
Janus Henderson Group
$632M +$100M 8 0.47% Increased
64
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors
California
$629M +$8.84M 5 18.28% Increased
65
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$603M +$395M 1 2.75% Increased
66
Putnam Investments
Putnam Investments
Massachusetts
$587M +$10.2M 6 1.12% Increased
67
FIG
Fortress Investment Group
New York
$586M $0 1 59.33% Maintained
68
Barclays
Barclays
United Kingdom
$583M -$107M 23 0.64% Reduced
69
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$570M +$47.8M 9 1.53% Increased
70
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$546M +$25.8M 8 0.81% Increased
71
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$532M +$6.26M 4 2.28% Increased
72
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$526M -$10.4M 18 1.42% Reduced
73
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$519M -$751K 10 1.29% Reduced
74
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$514M -$119M 5 1.88% Reduced
75
Pendal Group
Pendal Group
Australia
$511M +$59.9M 8 4.97% Increased