← 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
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors
California
$585M +$60.7M 6 14.06% Increased
77
FIG
Fortress Investment Group
New York
$571M $0 1 31.01% Maintained
78
Credit Suisse
Credit Suisse
Switzerland
$558M +$37.5M 15 0.48% Increased
79
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$551M +$243M 3 4.02% Increased
80
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$544M -$4.49M 9 1.14% Reduced
81
Harris Associates
Harris Associates
Illinois
$514M -$34.7M 1 0.68% Reduced
82
Cohen & Steers
Cohen & Steers
New York
$512M -$11.5M 7 0.86% Reduced
83
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$510M +$217M 3 1.36% Increased
84
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$497M +$68.5M 11 1.08% Increased
85
Pendal Group
Pendal Group
Australia
$495M +$453M 9 4.07% Increased
86
SCA
Salient Capital Advisors
Texas
$480M -$31.3M 5 20.29% Reduced
87
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$478M +$12.8M 11 0.51% Increased
88
Allspring Global Investments
Allspring Global Investments
North Carolina
$476M +$38.2M 12 0.6% Increased
89
Raymond James & Associates
Raymond James & Associates
Florida
$476M +$105M 16 0.4% Increased
90
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$469M +$65.6M 8 0.95% Increased
91
Janus Henderson Group
Janus Henderson Group
$459M +$27M 9 0.22% Increased
92
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$449M -$24.7M 11 0.59% Reduced
93
Principal Financial Group
Principal Financial Group
Iowa
$444M +$12.4M 9 0.28% Increased
94
Bessemer Group
Bessemer Group
New Jersey
$439M +$7.18M 9 0.92% Increased
95
Russell Investments Group
Russell Investments Group
United Kingdom
$437M -$1.47M 17 0.76% Reduced
96
Renaissance Technologies
Renaissance Technologies
New York
$425M +$137M 13 0.5% Increased
97
Federated Hermes
Federated Hermes
Pennsylvania
$421M -$1.66M 10 0.95% Reduced
98
Aberdeen Group
Aberdeen Group
United Kingdom
$420M +$18M 7 1.07% Increased
99
Victory Capital Management
Victory Capital Management
Texas
$416M -$9.3M 10 0.42% Reduced
100
Magellan Asset Management
Magellan Asset Management
Australia
$414M -$85.6M 1 1.6% Reduced