← 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
APG Asset Management
APG Asset Management
Netherlands
$282M +$30M 4 0.46% Increased
77
YCMGA
York Capital Management Global Advisors
New York
$276M +$520M 1 6% New
78
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$270M -$13.3M 17 0.28% Reduced
79
SCM
Steadfast Capital Management
New York
$269M +$143M 1 4.17% Increased
80
NIM
NXG Investment Management
Texas
$258M +$21.6M 8 8.26% Increased
81
Eagle Global Advisors
Eagle Global Advisors
Texas
$253M -$19.4M 8 7.63% Reduced
82
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors
California
$251M -$3.53M 7 3.21% Reduced
83
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$247M -$12.7M 2 0.97% Reduced
84
IPC
Invesco Private Capital
New York
$243M $0 1 68.53% Maintained
85
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$241M -$16.2M 3 1.27% Reduced
86
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$241M +$24M 4 1.1% Increased
87
Janus Henderson Group
Janus Henderson Group
$236M +$109M 5 0.15% Increased
88
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$234M +$27.6M 4 0.43% Increased
89
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$230M -$32.8M 3 0.65% Reduced
90
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$228M +$51.8M 5 0.91% Increased
91
CI Investments Inc
CI Investments Inc
Ontario, Canada
$227M +$118M 3 2.21% Increased
92
ClearBridge Investments
ClearBridge Investments
New York
$222M -$1.86M 10 0.21% Reduced
93
Brookfield Corp
Brookfield Corp
Ontario, Canada
$219M +$26.2M 5 1.02% Increased
94
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$215M +$3.41M 8 3.17% Increased
95
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$214M +$14.3M 10 0.47% Increased
96
SCA
Salient Capital Advisors
Texas
$214M -$29.1M 3 4.73% Reduced
97
VM
Valinor Management
New York
$213M +$128M 2 6.68% Increased
98
SCP
SailingStone Capital Partners
Texas
$209M +$615K 1 5.6% Increased
99
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$207M +$65.8M 16 0.25% Increased
100
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$206M +$27.1M 10 0.45% Increased