← 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
76	Yacktman Asset Management Austin, Texas	$218M	-$55.4M	1	1.65%	Reduced
77	APG Asset Management Amsterdam, Netherlands	$217M	+$24.2M	3	0.5%	Increased
78	SCA Salient Capital Advisors Houston, Texas	$205M	+$31.6M	5	5.45%	Increased
79	Eagle Global Advisors Houston, Texas	$204M	+$27.9M	9	7.08%	Increased
80	BRC Blue Ridge Capital New York	$202M	+$13.2M	1	2.24%	Increased
81	VFA Virtus Fund Advisers Hartford, Connecticut	$200M	-$15.1M	2	1.76%	Reduced
82	Miller Howard Investments Kingston, New York	$199M	-$22.1M	3	3.58%	Reduced
83	SCCM Schafer Cullen Capital Management New York	$199M	-$24.2M	4	2.37%	Reduced
84	Barclays London, United Kingdom	$199M	-$129M	15	0.24%	Reduced
85	NIM NXG Investment Management Dallas, Texas	$192M	-$8.44M	11	8.26%	Reduced
86	Jennison Associates New York	$190M	-$15M	5	0.19%	Reduced
87	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$188M	-$2.52M	3	0.43%	Reduced
88	Epoch Investment Partners New York	$183M	-$4.29M	3	0.72%	Reduced
89	Cohen & Steers New York	$182M	-$39.4M	6	0.52%	Reduced
90	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$178M	+$3.17M	8	0.43%	Increased
91	Russell Frank Company Seattle, Washington	$178M	+$17.6M	10	0.31%	Increased
92	Principal Financial Group Des Moines, Iowa	$178M	-$10M	7	0.26%	Reduced
93	Raymond James & Associates St Petersburg, Florida	$177M	-$5.96M	12	0.63%	Reduced
94	CIBC Private Wealth Group Atlanta, Georgia	$176M	+$59.1M	2	1.38%	Increased
95	Capital Guardian Trust Los Angeles, California	$176M	+$19.8M	6	1.37%	Increased
96	AllianceBernstein Nashville, Tennessee	$172M	-$7.5M	11	0.15%	Reduced
97	Swiss National Bank Zurich, Switzerland	$172M	+$10.6M	6	0.42%	Increased
98	Alpha Wave Global New York	$170M	$0	1	10.98%	Maintained
99	Hotchkis & Wiley Capital Management Los Angeles, California	$167M	+$9.45M	1	0.68%	Increased
100	Letko, Brosseau & Associates Montreal, Quebec, Canada	$161M	-$8.64M	4	1.67%	Reduced