← 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
Millennium Management
Millennium Management
New York
$894M +$49.5M 21 0.44% Increased
52
Janus Henderson Group
Janus Henderson Group
$868M +$66.1M 13 0.54% Increased
53
Energy Income Partners
Energy Income Partners
Connecticut
$837M +$3.71M 6 17.78% Increased
54
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$761M +$90.9M 9 1.66% Increased
55
Lazard Asset Management
Lazard Asset Management
New York
$759M +$116M 9 0.93% Increased
56
Pacer Advisors
Pacer Advisors
Pennsylvania
$751M +$88.6M 15 3.02% Increased
57
Jennison Associates
Jennison Associates
New York
$723M -$68.1M 12 0.59% Reduced
58
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$716M -$72M 7 0.56% Reduced
59
Barclays
Barclays
United Kingdom
$689M +$125M 24 0.44% Increased
60
GMP
Great Mountain Partners
Connecticut
$684M $0 1 89.43% Maintained
61
VOYA Investment Management
VOYA Investment Management
Georgia
$682M -$72.4M 15 0.71% Reduced
62
Putnam Investments
Putnam Investments
Massachusetts
$639M +$6.88M 7 0.94% Increased
63
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors
California
$633M -$7.66M 4 19.07% Reduced
64
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$629M +$4.96M 1 2.83% Increased
65
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$627M +$2.5M 3 2.33% Increased
66
Perpetual Ltd
Perpetual Ltd
Australia
$625M +$24.7M 7 5.36% Increased
67
CI Investments Inc
CI Investments Inc
Ontario, Canada
$601M +$12.7M 10 3.03% Increased
68
California Public Employees Retirement System
California Public Employees Retirement System
California
$594M -$25.8M 5 0.51% Reduced
69
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$575M +$7.94M 17 1.23% Increased
70
Aberdeen Group
Aberdeen Group
United Kingdom
$572M +$2.12M 7 1.33% Increased
71
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$557M -$50.6M 2 3.99% Reduced
72
Raymond James & Associates
Raymond James & Associates
Florida
$539M -$4.86M 16 0.44% Reduced
73
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$536M +$905K 9 0.64% Increased
74
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$532M +$3.99M 9 1.08% Increased
75
Boston Partners
Boston Partners
Massachusetts
$530M +$59.4M 5 0.71% Increased