← 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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$240M +$2.3M 3 0.55% Increased
102
AllianceBernstein
AllianceBernstein
Tennessee
$239M +$2.92M 12 0.2% Increased
103
APG Asset Management
APG Asset Management
Netherlands
$235M +$35.6M 3 0.47% Increased
104
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$235M -$48.7M 14 0.1% Reduced
105
Bessemer Group
Bessemer Group
New Jersey
$233M +$46.7M 9 1.22% Increased
106
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$227M -$1.83M 8 0.55% Reduced
107
PC
Perry Capital
New York
$226M +$50M 1 7.15% Increased
108
Renaissance Technologies
Renaissance Technologies
New York
$223M +$53.3M 11 0.51% Increased
109
LSV Asset Management
LSV Asset Management
Illinois
$222M -$198M 2 0.46% Reduced
110
Bank of Montreal
Bank of Montreal
Ontario, Canada
$221M -$57.9M 13 0.26% Reduced
111
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$219M +$1.88M 3 2.01% Increased
112
CCM
Chickasaw Capital Management
Tennessee
$216M +$13.2M 1 6.35% Increased
113
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$214M +$28.5M 1 0.75% Increased
114
VFA
Virtus Fund Advisers
Connecticut
$213M +$57.1M 2 1.58% Increased
115
SCP
SailingStone Capital Partners
Texas
$212M +$20.8M 1 4.59% Increased
116
Comerica Bank
Comerica Bank
Texas
$211M +$112M 9 0.91% Increased
117
First Manhattan
First Manhattan
New York
$211M +$1.33M 7 1.24% Increased
118
Alpha Wave Global
Alpha Wave Global
New York
$210M -$22.1M 1 15.97% Reduced
119
Citadel Advisors
Citadel Advisors
Florida
$208M -$192M 12 0.18% Reduced
120
Energy Income Partners
Energy Income Partners
Connecticut
$206M +$5.1M 3 3.8% Increased
121
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$200M +$13.2M 12 0.24% Increased
122
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$197M +$10.7M 8 3.6% Increased
123
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$193M -$181K 3 5.77% Reduced
124
Swiss National Bank
Swiss National Bank
Switzerland
$191M +$11.2M 6 0.5% Increased
125
TBC
Tweedy, Browne Co
Connecticut
$186M -$7.26M 2 5.14% Reduced