← 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
Guggenheim Capital
Guggenheim Capital
Illinois
$203M +$15.5M 11 0.49% Increased
127
SIG
Senator Investment Group
New York
$200M $0 1 2.09% Maintained
128
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$199M +$27.3M 4 0.79% Increased
129
SCM
SAB Capital Management
New York
$199M -$15M 1 9.6% Reduced
130
SAM
Steinberg Asset Management
New York
$198M +$16.5M 2 11.85% Increased
131
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$189M +$7.38M 3 2.16% Increased
132
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$188M -$9.98M 11 0.28% Reduced
133
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$186M -$3.85M 6 2.8% Reduced
134
AQR Capital Management
AQR Capital Management
Connecticut
$185M +$6.93M 6 0.51% Increased
135
Balyasny Asset Management
Balyasny Asset Management
Illinois
$184M +$28.2M 5 1.42% Increased
136
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$183M -$70M 2 0.48% Reduced
137
BRC
Blue Ridge Capital
New York
$182M -$132M 1 2.15% Reduced
138
USAA
United Services Automobile Association
Texas
$178M +$8.17M 9 0.64% Increased
139
AA
Antipodean Advisors
New York
$177M -$14.6M 1 17.29% Reduced
140
Edge Asset Management
Edge Asset Management
Washington
$176M -$5.63M 2 1.76% Reduced
141
Energy Income Partners
Energy Income Partners
Connecticut
$175M +$1.19M 3 3.03% Increased
142
MTB
Mizuho Trust & Banking
Japan
$175M -$10.4M 3 0.66% Reduced
143
US Bancorp
US Bancorp
Minnesota
$174M -$698K 12 0.7% Reduced
144
Epoch Investment Partners
Epoch Investment Partners
New York
$173M +$8.54M 4 0.67% Increased
145
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$170M +$13M 4 2.42% Increased
146
FCIM
Fairview Capital Investment Management
California
$168M +$1.51M 3 13.63% Increased
147
SCP
SailingStone Capital Partners
Texas
$167M +$168M 1 3.16% New
148
EARNEST Partners
EARNEST Partners
Georgia
$166M -$1.32M 1 1.39% Reduced
149
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$164M -$8.87M 6 0.59% Reduced
150
CCM
Chickasaw Capital Management
Tennessee
$163M +$944K 1 5.42% Increased