← 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	SCA Salient Capital Advisors Houston, Texas	$240M	-$14.7M	5	4.86%	Reduced
77	Cohen & Steers New York	$227M	-$3.48M	7	0.58%	Reduced
78	SCCM Schafer Cullen Capital Management New York	$222M	-$1.88M	4	2.68%	Reduced
79	Capital Guardian Trust Los Angeles, California	$221M	-$7.72M	6	1.67%	Reduced
80	BlackRock New York	$218M	+$6.85M	9	0.31%	Increased
81	D.E. Shaw & Co New York	$210M	-$5.37M	7	0.37%	Reduced
82	Lord, Abbett & Co Jersey City, New Jersey	$210M	-$76.2M	4	0.64%	Reduced
83	Hotchkis & Wiley Capital Management Los Angeles, California	$208M	-$1.26M	1	0.87%	Reduced
84	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$206M	+$1.69M	8	0.43%	Increased
85	Allianz Asset Management Munich, Germany	$204M	-$18M	6	0.2%	Reduced
86	Prudential Financial Newark, New Jersey	$201M	+$38.2M	6	0.33%	Increased
87	Raymond James & Associates St Petersburg, Florida	$196M	+$28M	14	0.53%	Increased
88	Point72 Asset Management Stamford, Connecticut	$196M	-$45.1M	4	1.38%	Reduced
89	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$191M	-$111K	3	0.4%	Reduced
90	AllianceBernstein Nashville, Tennessee	$189M	+$17.1M	12	0.16%	Increased
91	VM Valinor Management New York	$189M	-$121M	1	6.49%	Reduced
92	Yacktman Asset Management Austin, Texas	$187M	+$97.3K	1	1.63%	Increased
93	Putnam Investments Boston, Massachusetts	$186M	+$48.8M	4	0.45%	Increased
94	American Century Companies Kansas City, Missouri	$183M	+$21.3M	3	0.2%	Increased
95	Cambiar Investors Denver, Colorado	$178M	+$13.7M	1	2.59%	Increased
96	SCP SailingStone Capital Partners Houston, Texas	$177M	-$12M	1	3.65%	Reduced
97	SSM Sound Shore Management Greenwich, Connecticut	$175M	-$519K	1	3.12%	Reduced
98	Barclays London, United Kingdom	$175M	-$80.3M	18	0.19%	Reduced
99	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$174M	-$7.82M	10	3.44%	Reduced
100	CIBC Private Wealth Group Atlanta, Georgia	$171M	-$10.6M	2	1.18%	Reduced