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 |
SCP
SailingStone Capital Partners
Houston,
Texas
| $154M | -$29M | 1 | 4.45% | Reduced |
|
| 127 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| $152M | -$8.16M | 6 | 0.42% | Reduced |
|
| 128 |
Yacktman Asset Management
Austin,
Texas
| $151M | -$39.5M | 1 | 1.45% | Reduced |
|
| 129 |
Gabelli Funds
Rye,
New York
| $144M | +$2.28M | 9 | 0.83% | Increased |
|
| 130 |
STRS Ohio
Columbus,
Ohio
| $143M | -$5.58M | 7 | 0.61% | Reduced |
|
| 131 |
Panagora Asset Management
Boston,
Massachusetts
| $142M | -$6.58M | 9 | 0.53% | Reduced |
|
| 132 |
Prudential plc
London, England,
United Kingdom
| $141M | -$14.3M | 4 | 0.43% | Reduced |
|
| 133 |
Two Sigma Investments
New York
| $132M | +$32.2M | 9 | 0.43% | Increased |
|
| 134 |
Russell Investments Group
London,
United Kingdom
| $129M | -$4.99M | 10 | 0.22% | Reduced |
|
| 135 |
EARNEST Partners
Atlanta,
Georgia
| $127M | -$381K | 4 | 1.21% | Reduced |
|
| 136 |
TCW Group
Los Angeles,
California
| $125M | -$4.66M | 4 | 1.01% | Reduced |
|
| 137 |
W.H. Reaves & Co
Jersey City,
New Jersey
| $124M | +$10.5M | 2 | 3.93% | Increased |
|
| 138 |
TBC
Tweedy, Browne Co
Stamford,
Connecticut
| $119M | -$3.21M | 2 | 3.27% | Reduced |
|
| 139 |
Numeric Investors
Boston,
Massachusetts
| $119M | +$46.3M | 3 | 0.87% | Increased |
|
| 140 |
Pictet Asset Management (UK)
London,
United Kingdom
| $119M | -$115M | 4 | 0.31% | Reduced |
|
| 141 |
Miller Howard Investments
Kingston,
New York
| $116M | +$52.6M | 5 | 2.51% | Increased |
|
| 142 |
Aperio Group
Sausalito,
California
| $114M | +$6.27M | 9 | 0.58% | Increased |
|
| 143 |
Citadel Advisors
Miami,
Florida
| $114M | -$83.7M | 12 | 0.07% | Reduced |
|
| 144 |
M&T Bank
Buffalo,
New York
| $112M | -$5.67M | 11 | 0.58% | Reduced |
|
| 145 |
Fidelity International
Hamilton,
Bermuda
| $111M | -$23.8M | 4 | 0.31% | Reduced |
|
| 146 |
Bahl & Gaynor
Cincinnati,
Ohio
| $110M | +$23.5M | 2 | 1.13% | Increased |
|
| 147 |
AMF Tjänstepension
Stockholm,
Sweden
| $109M | +$5.66M | 3 | 1.06% | Increased |
|
| 148 |
Homestead Advisers
Arlington,
Virginia
| $108M | $0 | 1 | 1.55% | Maintained |
|
| 149 |
Rockefeller Financial Services
New York
| $107M | +$10.5M | 5 | 1.7% | Increased |
|
| 150 |
Comerica Bank
Dallas,
Texas
| $106M | -$2.94M | 12 | 0.71% | Reduced |
|