← 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	SCM Steadfast Capital Management New York	$259M	+$129M	1	4.04%	Increased
102	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$255M	+$2.38M	8	0.6%	Increased
103	SCCM Schafer Cullen Capital Management New York	$252M	-$112M	4	3.19%	Reduced
104	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$251M	+$1.04M	3	0.59%	Increased
105	Letko, Brosseau & Associates Montreal, Quebec, Canada	$243M	-$408K	3	2.12%	Reduced
106	Hennessy Advisors Inc Novato, California	$235M	-$93.7M	5	6.65%	Reduced
107	Alpha Wave Global New York	$234M	+$48.2M	1	12.68%	Increased
108	Hotchkis & Wiley Capital Management Los Angeles, California	$230M	-$7.95M	1	0.8%	Reduced
109	First Manhattan New York	$229M	+$5.54M	8	1.3%	Increased
110	Gabelli Funds Rye, New York	$226M	+$4.37M	8	1.1%	Increased
111	Cohen & Steers New York	$218M	+$21.6M	9	0.61%	Increased
112	New York State Teachers Retirement System (NYSTRS) Albany, New York	$216M	-$2.49M	3	0.54%	Reduced
113	TBC Tweedy, Browne Co Stamford, Connecticut	$215M	-$1.38M	2	5.51%	Reduced
114	HCM Herndon Capital Management Atlanta, Georgia	$215M	+$76.8M	1	2.92%	Increased
115	VM Valinor Management New York	$205M	+$2.19M	1	5.23%	Increased
116	Russell Frank Company Seattle, Washington	$204M	-$101M	7	0.36%	Reduced
117	RhumbLine Advisers Boston, Massachusetts	$197M	-$1.32M	9	0.57%	Reduced
118	PointState Capital New York	$195M	-$143M	1	3.33%	Reduced
119	Schroder Investment Management Group London, United Kingdom	$195M	+$8.18M	4	0.38%	Increased
120	M&T Bank Buffalo, New York	$190M	-$13M	10	1.19%	Reduced
121	State Board of Administration of Florida Retirement System Tallahassee, Florida	$189M	-$758K	7	0.59%	Reduced
122	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$186M	+$15.3M	12	0.27%	Increased
123	PCM Pennant Capital Management Summit, New Jersey	$184M	+$62.7M	1	3.45%	Increased
124	Axa Paris, France	$184M	-$2.89M	4	0.74%	Reduced
125	Energy Income Partners Westport, Connecticut	$181M	+$13.5M	3	3.12%	Increased