← 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
101
Gabelli Funds
Gabelli Funds
New York
$218M -$47.6M 7 1.16% Reduced
102
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$217M +$77.8M 5 1.11% Increased
103
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
$208M +$25M 4 0.96% Increased
104
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$207M -$3.56M 7 0.62% Reduced
105
First Trust Advisors
First Trust Advisors
Illinois
$206M -$34.4M 10 1% Reduced
106
Eagle Asset Management
Eagle Asset Management
Florida
$202M +$18.8M 4 1.14% Increased
107
NIM
NXG Investment Management
Texas
$200M +$28.8M 7 6.6% Increased
108
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$198M -$6.57M 8 0.58% Reduced
109
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$196M +$32.9M 3 2.1% Increased
110
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$194M -$8.41M 5 7.93% Reduced
111
PCM
Pennant Capital Management
New Jersey
$194M -$38.2M 1 3.32% Reduced
112
Soroban Capital Partners
Soroban Capital Partners
New York
$193M -$145M 1 1.67% Reduced
113
Renaissance Technologies
Renaissance Technologies
New York
$187M +$24.5M 9 0.45% Increased
114
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$181M -$11.9M 9 0.28% Reduced
115
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$176M +$101M 2 0.68% Increased
116
BRC
Blue Ridge Capital
New York
$173M +$160M 1 1.78% New
117
Guggenheim Capital
Guggenheim Capital
Illinois
$171M +$39.5M 14 0.52% Increased
118
IVA
International Value Advisers
$170M +$941K 1 4.24% Increased
119
Edge Asset Management
Edge Asset Management
Washington
$170M -$13.6M 2 1.85% Reduced
120
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$168M -$20.3M 5 3.53% Reduced
121
Putnam Investments
Putnam Investments
Massachusetts
$167M -$63M 6 0.4% Reduced
122
EPCM
Eton Park Capital Management
New York
$167M +$49.9M 1 3.12% Increased
123
APG Asset Management
APG Asset Management
Netherlands
$162M -$5.84M 3 0.48% Reduced
124
Raymond James & Associates
Raymond James & Associates
Florida
$162M +$11.3M 11 1.21% Increased
125
NCA
Newbrook Capital Advisors
New York
$161M +$96.3M 2 17.37% Increased