← 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
Eagle Asset Management
Eagle Asset Management
Florida
$160M +$2.13M 4 1.07% Increased
102
Bessemer Group
Bessemer Group
New Jersey
$158M -$40.9M 5 0.88% Reduced
103
Bank of Montreal
Bank of Montreal
Ontario, Canada
$150M -$24.3M 14 0.18% Reduced
104
Prudential Financial
Prudential Financial
New Jersey
$149M +$16.3M 5 0.27% Increased
105
SIG
Senator Investment Group
New York
$149M -$9.11M 1 1.86% Reduced
106
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$147M -$1.77M 4 0.39% Reduced
107
LCG
Luxor Capital Group
New York
$146M +$138M 1 4.58% Increased
108
TD Asset Management
TD Asset Management
Ontario, Canada
$145M +$9.14M 7 0.29% Increased
109
SCP
SailingStone Capital Partners
Texas
$144M +$8.21M 1 4.38% Increased
110
TBC
Tweedy, Browne Co
Connecticut
$144M -$230K 2 4.22% Reduced
111
First Manhattan
First Manhattan
New York
$140M -$16M 6 0.86% Reduced
112
VOYA Investment Management
VOYA Investment Management
Georgia
$137M -$319K 8 0.33% Reduced
113
CCM
Chickasaw Capital Management
Tennessee
$134M +$50.8M 1 4.56% Increased
114
MTB
Mizuho Trust & Banking
Japan
$133M -$259K 3 0.44% Reduced
115
USAA
United Services Automobile Association
Texas
$131M +$18M 5 0.47% Increased
116
HCM
Highfields Capital Management
Massachusetts
$131M $0 1 1.12% Maintained
117
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$127M +$39.6M 8 2.66% Increased
118
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$126M -$13.7M 3 3.96% Reduced
119
AR
Advisory Research
Illinois
$125M -$48.8M 2 1.9% Reduced
120
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$125M +$2.46M 11 0.4% Increased
121
M&T Bank
M&T Bank
New York
$124M -$2.31M 10 0.82% Reduced
122
Putnam Investments
Putnam Investments
Massachusetts
$124M -$24.3M 5 0.28% Reduced
123
LSV Asset Management
LSV Asset Management
Illinois
$124M -$7.48M 2 0.27% Reduced
124
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$121M -$1.04M 4 2.03% Reduced
125
Victory Capital Management
Victory Capital Management
Texas
$120M +$76.6M 5 0.5% Increased