← 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
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$89.7M +$20.9M 7 0.3% Increased
127
VanEck Associates
VanEck Associates
New York
$89.6M +$14.3M 8 0.46% Increased
128
Advent International
Advent International
Massachusetts
$88.2M +$59M 1 6.74% Increased
129
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$88.1M +$1.04M 1 0.84% Increased
130
Victory Capital Management
Victory Capital Management
Texas
$85.9M -$25.6M 9 0.14% Reduced
131
Aperio Group
Aperio Group
California
$84.2M -$25.6M 10 0.37% Reduced
132
Todd Asset Management
Todd Asset Management
Kentucky
$81M -$13.8M 4 3.1% Reduced
133
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$79.7M -$18.9M 3 0.78% Reduced
134
SEI Investments
SEI Investments
Pennsylvania
$78M -$7.61M 13 0.29% Reduced
135
Envestnet Asset Management
Envestnet Asset Management
Illinois
$77.3M +$5.1M 9 0.09% Increased
136
Equity Investment Corp
Equity Investment Corp
Georgia
$76.9M +$11.5M 2 3.97% Increased
137
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$76.7M -$36.2M 1 3.55% Reduced
138
SCM
Steadfast Capital Management
New York
$75M -$153M 1 1.15% Reduced
139
Appaloosa LP
Appaloosa LP
New Jersey
$74.9M +$28.9M 1 2.29% Increased
140
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$74.6M $0 8 0.36% Maintained
141
A
Attestor
United Kingdom
$73.2M +$112M 1 37.37% New
142
Two Sigma Advisers
Two Sigma Advisers
New York
$71.6M -$39.5M 11 0.27% Reduced
143
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$71.6M -$38.7M 3 0.44% Reduced
144
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$71.2M -$37.6M 6 0.23% Reduced
145
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$71.1M +$13.9M 3 0.29% Increased
146
Glenmede Trust
Glenmede Trust
Pennsylvania
$69.7M $0 10 0.32% Maintained
147
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$69.1M +$1.5M 5 0.53% Increased
148
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$68.4M -$18.6M 6 0.23% Reduced
149
NIM
NXG Investment Management
Texas
$68M -$61.7M 8 9.57% Reduced
150
Panagora Asset Management
Panagora Asset Management
Massachusetts
$67.7M -$2.17M 9 0.48% Reduced