← 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
NIM
NXG Investment Management
Texas
$242M +$70M 8 7.24% Increased
77
Raymond James & Associates
Raymond James & Associates
Florida
$235M +$24.6M 15 0.6% Increased
78
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors
California
$233M -$24.3M 5 2.4% Reduced
79
APG Asset Management
APG Asset Management
Netherlands
$231M -$47.9M 3 0.43% Reduced
80
ClearBridge Investments
ClearBridge Investments
New York
$228M -$15.2M 10 0.25% Reduced
81
Cohen & Steers
Cohen & Steers
New York
$226M +$10.4M 8 0.63% Increased
82
Capital Guardian Trust
Capital Guardian Trust
California
$225M -$4.57M 6 1.76% Reduced
83
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$225M +$24.5M 2 1.49% Increased
84
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$216M -$4.91M 8 0.44% Reduced
85
Lone Pine Capital
Lone Pine Capital
Connecticut
$215M -$224M 1 1.12% Reduced
86
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$213M -$11.7M 1 0.86% Reduced
87
Barclays
Barclays
United Kingdom
$211M +$28M 17 0.23% Increased
88
IPC
Invesco Private Capital
New York
$203M $0 1 44.33% Maintained
89
American Century Companies
American Century Companies
Missouri
$199M -$1.86M 3 0.22% Reduced
90
SCP
SailingStone Capital Partners
Texas
$199M +$4.37M 1 3.99% Increased
91
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$198M -$5.75M 3 0.42% Reduced
92
AllianceBernstein
AllianceBernstein
Tennessee
$197M -$8.87M 12 0.16% Reduced
93
Institutional Capital
Institutional Capital
Illinois
$195M +$184M 1 2.89% New
94
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$195M -$1.14M 10 3.62% Reduced
95
Yacktman Asset Management
Yacktman Asset Management
Texas
$193M -$21M 1 1.75% Reduced
96
SCCM
Schafer Cullen Capital Management
New York
$193M -$50.7M 4 2.61% Reduced
97
VM
Valinor Management
New York
$182M +$2.81M 1 5.43% Increased
98
Pzena Investment Management
Pzena Investment Management
New York
$180M -$9.68M 2 1.02% Reduced
99
Asset Management One
Asset Management One
Japan
$171M +$148M 4 0.44% Increased
100
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$168M -$46.3M 5 0.51% Reduced