← 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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$276M +$10.5M 8 0.69% Increased
102
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$274M +$22.3M 2 0.99% Increased
103
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$273M -$9.07M 3 2.32% Reduced
104
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$269M -$10.7M 3 0.66% Reduced
105
Raymond James & Associates
Raymond James & Associates
Florida
$263M +$47.2M 13 1.51% Increased
106
Capital Guardian Trust
Capital Guardian Trust
California
$258M +$100M 7 1.84% Increased
107
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$249M +$103M 11 0.22% Increased
108
Gabelli Funds
Gabelli Funds
New York
$249M +$1.52M 7 1.26% Increased
109
First Manhattan
First Manhattan
New York
$246M -$2.16M 8 1.43% Reduced
110
TBC
Tweedy, Browne Co
Connecticut
$243M -$9.8M 2 5.59% Reduced
111
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$234M -$727K 3 0.61% Reduced
112
Eagle Asset Management
Eagle Asset Management
Florida
$234M +$26.9M 4 1.34% Increased
113
VM
Valinor Management
New York
$230M -$93M 1 6.39% Reduced
114
Bank of Montreal
Bank of Montreal
Ontario, Canada
$229M +$63.4M 13 0.26% Increased
115
M&T Bank
M&T Bank
New York
$229M +$224M 10 1.47% Increased
116
Two Sigma Investments
Two Sigma Investments
New York
$220M +$147M 8 0.98% Increased
117
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$216M +$5.28M 9 0.65% Increased
118
Alpha Wave Global
Alpha Wave Global
New York
$212M +$21.1M 1 13.65% Increased
119
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$210M -$19.6M 2 0.95% Reduced
120
BC
BHR Capital
New York
$210M +$7.75M 2 18.51% Increased
121
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$207M -$4.9M 7 0.67% Reduced
122
Renaissance Technologies
Renaissance Technologies
New York
$207M +$109M 12 0.57% Increased
123
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$207M +$15.1M 3 0.28% Increased
124
Axa
Axa
France
$205M -$3.89M 4 0.88% Reduced
125
Cohen & Steers
Cohen & Steers
New York
$203M -$1.83M 10 0.61% Reduced