← 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
GMP
Great Mountain Partners
Connecticut
$964M $0 1 89.05% Maintained
52
Macquarie Group
Macquarie Group
Australia
$935M -$95.9M 10 1.08% Reduced
53
Janus Henderson Group
Janus Henderson Group
$929M -$41M 13 0.55% Reduced
54
Lazard Asset Management
Lazard Asset Management
New York
$860M -$42.6M 10 1.09% Reduced
55
Swiss National Bank
Swiss National Bank
Switzerland
$847M -$32.5M 13 0.62% Reduced
56
Energy Income Partners
Energy Income Partners
Connecticut
$843M -$18.1M 6 18.18% Reduced
57
Envestnet Asset Management
Envestnet Asset Management
Illinois
$830M +$13.3M 15 0.34% Increased
58
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$817M +$33.7M 2 0.53% Increased
59
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$814M +$52.3M 10 1.72% Increased
60
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$803M +$113M 15 1.63% Increased
61
AllianceBernstein
AllianceBernstein
Tennessee
$781M -$188M 15 0.3% Reduced
62
Jennison Associates
Jennison Associates
New York
$756M -$19.5M 12 0.56% Reduced
63
Putnam Investments
Putnam Investments
Massachusetts
$742M +$29.2M 6 0.98% Increased
64
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$709M -$17.2M 7 0.52% Reduced
65
California Public Employees Retirement System
California Public Employees Retirement System
California
$709M -$18M 5 0.54% Reduced
66
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$685M +$87.9M 2 4.3% Increased
67
HSBC Holdings
HSBC Holdings
United Kingdom
$655M +$121M 12 0.57% Increased
68
Jane Street
Jane Street
New York
$653M +$489M 22 0.17% Increased
69
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$648M +$7.55M 1 2.85% Increased
70
Citadel Advisors
Citadel Advisors
Florida
$644M +$257M 23 0.13% Increased
71
Natixis Advisors
Natixis Advisors
Massachusetts
$642M +$54.3M 12 1.69% Increased
72
Raymond James & Associates
Raymond James & Associates
Florida
$635M +$5.39M 16 0.47% Increased
73
Federated Hermes
Federated Hermes
Pennsylvania
$627M -$28.1M 10 1.56% Reduced
74
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors
California
$624M -$63.1M 3 19.38% Reduced
75
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$622M +$48.1M 7 0.81% Increased