← 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
Magellan Asset Management
Magellan Asset Management
Australia
$188M -$184K 1 0.62% Reduced
127
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$188M -$6.37M 2 1.75% Reduced
128
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$187M +$7.31M 3 2.18% Increased
129
FRGX
First Reserve GP XIII
Connecticut
$186M +$168M 1 53.56% New
130
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$185M -$61M 4 0.41% Reduced
131
ABC
Anchor Bolt Capital
Illinois
$183M -$17.2M 2 9.12% Reduced
132
STRS Ohio
STRS Ohio
Ohio
$178M -$506K 8 0.78% Reduced
133
ACI
AMP Capital Investors
Australia
$177M -$10.8M 5 0.96% Reduced
134
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$176M -$2.19M 6 0.49% Reduced
135
Panagora Asset Management
Panagora Asset Management
Massachusetts
$174M +$56.6M 9 0.65% Increased
136
Yacktman Asset Management
Yacktman Asset Management
Texas
$169M -$832K 1 2.03% Reduced
137
Two Sigma Advisers
Two Sigma Advisers
New York
$166M -$703K 8 0.4% Reduced
138
TCW Group
TCW Group
California
$164M +$2.46M 4 1.35% Increased
139
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$163M +$11.3M 1 0.93% Increased
140
EARNEST Partners
EARNEST Partners
Georgia
$163M -$1.87M 4 1.46% Reduced
141
ALPS Advisors
ALPS Advisors
Colorado
$160M +$18M 6 1.05% Increased
142
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$157M -$22.5M 7 0.38% Reduced
143
Aberdeen Group
Aberdeen Group
United Kingdom
$156M -$7.88M 6 0.29% Reduced
144
Todd Asset Management
Todd Asset Management
Kentucky
$154M +$14.6M 5 4.25% Increased
145
First Trust Advisors
First Trust Advisors
Illinois
$154M +$27.6M 12 0.29% Increased
146
Homestead Advisers
Homestead Advisers
Virginia
$153M $0 1 2.34% Maintained
147
Victory Capital Management
Victory Capital Management
Texas
$153M +$3.64M 8 0.32% Increased
148
FCIM
Fairview Capital Investment Management
California
$149M -$34.5M 2 8.42% Reduced
149
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$148M +$118M 5 2.25% Increased
150
TBC
Tweedy, Browne Co
Connecticut
$146M -$1.67M 2 4.41% Reduced