← 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
Natixis Advisors
Natixis Advisors
Massachusetts
$216M +$10.6M 10 0.82% Increased
127
Pendal Group
Pendal Group
Australia
$215M -$124M 6 1.72% Reduced
128
CCM
Chickasaw Capital Management
Tennessee
$205M +$15.2M 2 10.39% Increased
129
Renaissance Technologies
Renaissance Technologies
New York
$203M +$45.7M 12 0.25% Increased
130
Millennium Management
Millennium Management
New York
$198M -$92M 16 0.1% Reduced
131
HSBC Holdings
HSBC Holdings
United Kingdom
$196M +$1.82M 10 0.18% Increased
132
SEI Investments
SEI Investments
Pennsylvania
$196M +$5.54M 12 0.37% Increased
133
Scout Investments
Scout Investments
Missouri
$194M +$51.7M 3 2.82% Increased
134
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$194M +$42.9M 18 0.28% Increased
135
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$190M -$9.36M 5 0.37% Reduced
136
Canada Life
Canada Life
Manitoba, Canada
$186M +$51.2M 6 0.39% Increased
137
DPCM
Darlington Partners Capital Management
California
$182M +$187M 1 12.21% New
138
Abrams Capital Management
Abrams Capital Management
Massachusetts
$182M $0 1 3.99% Maintained
139
HighTower Advisors
HighTower Advisors
Illinois
$180M +$18.7M 15 0.39% Increased
140
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$179M -$1.41M 7 0.34% Reduced
141
Smead Capital Management
Smead Capital Management
Arizona
$175M +$28.5M 1 4.55% Increased
142
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$169M +$4.83M 2 0.77% Increased
143
Todd Asset Management
Todd Asset Management
Kentucky
$169M +$1.19M 4 3.63% Increased
144
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$167M +$32.5M 4 0.5% Increased
145
MP
MFN Partners
Massachusetts
$164M -$129M 1 6.44% Reduced
146
Stifel Financial
Stifel Financial
Missouri
$163M +$2.29M 15 0.22% Increased
147
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$162M +$900K 16 0.13% Increased
148
YCMGA
York Capital Management Global Advisors
New York
$155M $0 1 34.53% Maintained
149
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$153M +$2.26M 10 0.21% Increased
150
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$146M -$476K 1 1.08% Reduced