← 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
CI Investments Inc
CI Investments Inc
Ontario, Canada
$355M -$12.4M 5 1.8% Reduced
77
YCMGA
York Capital Management Global Advisors
New York
$353M $0 1 20.39% Maintained
78
Allianz Asset Management
Allianz Asset Management
Germany
$343M +$11.9M 10 0.31% Increased
79
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$340M -$1.61M 22 0.12% Reduced
80
Renaissance Technologies
Renaissance Technologies
New York
$336M -$132M 12 0.26% Reduced
81
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$333M -$9.73M 11 0.4% Reduced
82
Millennium Management
Millennium Management
New York
$324M -$96.8M 13 0.41% Reduced
83
SCM
Steadfast Capital Management
New York
$319M +$23.3M 1 3.49% Increased
84
Magellan Asset Management
Magellan Asset Management
Australia
$318M +$20.8M 1 0.84% Increased
85
Comerica Bank
Comerica Bank
Texas
$316M -$967K 11 2.39% Reduced
86
Janus Henderson Group
Janus Henderson Group
$315M -$136M 6 0.16% Reduced
87
Bessemer Group
Bessemer Group
New Jersey
$313M -$1.57M 8 1.01% Reduced
88
ClearBridge Investments (Australia)
ClearBridge Investments (Australia)
Australia
$313M +$52.8M 2 16.32% Increased
89
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$307M +$7.41M 7 4.05% Increased
90
WLRC
W.L. Ross & Co
Texas
$295M +$259M 1 63.76% New
91
Point72 Asset Management
Point72 Asset Management
Connecticut
$294M +$44.7M 5 1.54% Increased
92
ZP
Zimmer Partners
New York
$288M -$711M 2 3.99% Reduced
93
Raymond James & Associates
Raymond James & Associates
Florida
$281M -$33.4M 14 0.36% Reduced
94
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$274M +$54.5M 3 0.91% Increased
95
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$272M +$62.4M 11 1.69% Increased
96
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$267M +$4.64M 11 0.45% Increased
97
Pzena Investment Management
Pzena Investment Management
New York
$258M +$16.4M 1 1.21% Increased
98
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$258M +$59.6M 9 0.3% Increased
99
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$254M +$7.69M 11 0.42% Increased
100
Prudential Financial
Prudential Financial
New Jersey
$251M -$53.2M 7 0.37% Reduced