← 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
Capital Guardian Trust
Capital Guardian Trust
California
$248M +$23.9K 6 1.85% Increased
77
Lone Pine Capital
Lone Pine Capital
Connecticut
$245M $0 1 1.29% Maintained
78
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$244M +$64.4M 4 0.73% Increased
79
Cohen & Steers
Cohen & Steers
New York
$238M -$12.9M 7 0.64% Reduced
80
ClearBridge Investments
ClearBridge Investments
New York
$233M -$14.7M 9 0.23% Reduced
81
APG Asset Management
APG Asset Management
Netherlands
$233M -$15.8M 3 0.43% Reduced
82
AllianceBernstein
AllianceBernstein
Tennessee
$228M +$26.3M 12 0.18% Increased
83
Brookfield Corp
Brookfield Corp
Ontario, Canada
$225M +$40.9M 6 1.3% Increased
84
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$214M +$12.7M 10 3.63% Increased
85
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$214M -$9.14M 8 0.43% Reduced
86
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$212M +$8.97M 1 0.83% Increased
87
American Century Companies
American Century Companies
Missouri
$207M +$11.2M 3 0.21% Increased
88
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$203M -$1.95M 3 0.41% Reduced
89
SCCM
Schafer Cullen Capital Management
New York
$199M +$6.76M 3 2.56% Increased
90
SCP
SailingStone Capital Partners
Texas
$196M +$6.44M 1 4.63% Increased
91
Federated Hermes
Federated Hermes
Pennsylvania
$195M +$70.4M 6 0.56% Increased
92
Jennison Associates
Jennison Associates
New York
$188M +$4.48M 5 0.2% Increased
93
Cambiar Investors
Cambiar Investors
Colorado
$179M -$85.2M 1 2.98% Reduced
94
D.E. Shaw & Co
D.E. Shaw & Co
New York
$178M +$61.8M 7 0.31% Increased
95
Yacktman Asset Management
Yacktman Asset Management
Texas
$177M -$14.2M 1 1.66% Reduced
96
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$174M +$2.74M 8 0.41% Increased
97
FCIM
Fairview Capital Investment Management
California
$171M -$9.81M 3 12.23% Reduced
98
Pzena Investment Management
Pzena Investment Management
New York
$171M -$6.35M 2 0.97% Reduced
99
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$171M -$1.9M 6 2.42% Reduced
100
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$162M +$4.35M 5 4.77% Increased