← 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
Epoch Investment Partners
Epoch Investment Partners
New York
$192M +$56.4M 4 0.74% Increased
102
Capital Guardian Trust
Capital Guardian Trust
California
$188M -$61.5M 6 1.52% Reduced
103
AllianceBernstein
AllianceBernstein
Tennessee
$187M -$6.9M 10 0.16% Reduced
104
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$187M +$5.88M 8 0.49% Increased
105
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$174M +$2.33M 3 1.77% Increased
106
Russell Frank Company
Russell Frank Company
Washington
$173M +$28M 9 0.32% Increased
107
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$171M +$37.3M 1 0.69% Increased
108
Swiss National Bank
Swiss National Bank
Switzerland
$171M +$17.6M 6 0.44% Increased
109
Eagle Asset Management
Eagle Asset Management
Florida
$160M +$18.5M 4 1.1% Increased
110
First Manhattan
First Manhattan
New York
$159M -$7.49M 7 1.02% Reduced
111
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$159M +$72.1K 3 4.78% Increased
112
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$158M +$30.7M 5 0.83% Increased
113
Energy Income Partners
Energy Income Partners
Connecticut
$157M -$1.48M 3 3.62% Reduced
114
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$152M +$688K 4 0.43% Increased
115
Putnam Investments
Putnam Investments
Massachusetts
$149M +$69.3M 5 0.33% Increased
116
SCP
SailingStone Capital Partners
Texas
$148M +$9.35M 1 4.56% Increased
117
TBC
Tweedy, Browne Co
Connecticut
$147M -$274K 2 4.39% Reduced
118
CCM
Chickasaw Capital Management
Tennessee
$147M +$8.87M 1 5.71% Increased
119
PC
Passport Capital
California
$142M +$86.3M 3 2.54% Increased
120
VOYA Investment Management
VOYA Investment Management
Georgia
$141M +$6.58M 8 0.35% Increased
121
TD Asset Management
TD Asset Management
Ontario, Canada
$141M +$28.1M 7 0.28% Increased
122
MTB
Mizuho Trust & Banking
Japan
$141M +$6.72M 3 0.49% Increased
123
Adage Capital Partners
Adage Capital Partners
Massachusetts
$140M +$78.3M 3 0.39% Increased
124
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$140M +$12.1M 9 3.33% Increased
125
Prudential Financial
Prudential Financial
New Jersey
$138M -$4.55M 6 0.27% Reduced