← 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
126
PCM
Pennant Capital Management
New Jersey
$195M -$50.2M 1 3.5% Reduced
127
US Bancorp
US Bancorp
Minnesota
$193M -$2.98M 12 0.77% Reduced
128
SCM
SAB Capital Management
New York
$192M +$10.7M 1 10.37% Increased
129
First Trust Advisors
First Trust Advisors
Illinois
$192M -$49.4M 9 0.8% Reduced
130
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$191M +$58.3M 4 0.4% Increased
131
EARNEST Partners
EARNEST Partners
Georgia
$190M -$3.03M 1 1.52% Reduced
132
USAA
United Services Automobile Association
Texas
$190M +$6.9M 9 0.7% Increased
133
Edge Asset Management
Edge Asset Management
Washington
$189M -$5.98M 2 1.9% Reduced
134
Bessemer Group
Bessemer Group
New Jersey
$188M -$64.8M 6 1.15% Reduced
135
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$186M +$1.67M 7 2.74% Increased
136
BC
BHR Capital
New York
$186M +$42.2M 3 12.78% Increased
137
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$186M +$7.66M 6 3.48% Increased
138
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$185M -$7.01M 6 0.67% Reduced
139
Epoch Investment Partners
Epoch Investment Partners
New York
$185M +$8.82M 4 0.72% Increased
140
SIG
Senator Investment Group
New York
$179M +$9.11M 1 1.88% Increased
141
HCM
Herndon Capital Management
Georgia
$179M +$71.2M 1 2.24% Increased
142
AL
AJO LP
Pennsylvania
$177M -$60.8M 1 0.76% Reduced
143
Wilmington Trust
Wilmington Trust
Delaware
$174M -$7.26M 4 2.9% Reduced
144
Bank of Montreal
Bank of Montreal
Ontario, Canada
$174M +$43.1M 13 0.19% Increased
145
Capital Guardian Trust
Capital Guardian Trust
California
$174M +$131M 5 1.18% Increased
146
AA
Antipodean Advisors
New York
$173M -$6.07M 1 12.9% Reduced
147
Alpha Wave Global
Alpha Wave Global
New York
$170M +$15.6M 1 9.49% Increased
148
Energy Income Partners
Energy Income Partners
Connecticut
$168M +$9.33M 2 2.99% Increased
149
SAM
Steinberg Asset Management
New York
$167M -$31M 2 9.68% Reduced
150
Third Point
Third Point
New York
$161M -$45.6M 1 1.98% Reduced
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