← 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
YCMGA
York Capital Management Global Advisors
New York
$285M $0 1 25.11% Maintained
127
Cullen Capital Management
Cullen Capital Management
New York
$284M +$53.5M 6 2.59% Increased
128
Nordea Investment Management
Nordea Investment Management
Sweden
$281M -$2.07M 4 0.41% Reduced
129
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$278M -$6.06M 10 0.64% Reduced
130
LPL Financial
LPL Financial
California
$278M +$19.7M 20 0.22% Increased
131
Allspring Global Investments
Allspring Global Investments
North Carolina
$277M +$1.23M 12 0.46% Increased
132
Todd Asset Management
Todd Asset Management
Kentucky
$276M -$30.5M 6 6.69% Reduced
133
Korea Investment Corp
Korea Investment Corp
South Korea
$275M +$37.5M 4 0.8% Increased
134
CCM
Chickasaw Capital Management
Tennessee
$265M +$24.3M 3 14.14% Increased
135
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$263M +$51.8M 1 1.44% Increased
136
Voloridge Investment Management
Voloridge Investment Management
Florida
$263M +$118M 7 1.31% Increased
137
TD Asset Management
TD Asset Management
Ontario, Canada
$262M -$71M 7 0.32% Reduced
138
HighTower Advisors
HighTower Advisors
Illinois
$262M -$30.5M 17 0.57% Reduced
139
Encompass Capital Advisors
Encompass Capital Advisors
New York
$260M +$110M 5 12.84% Increased
140
TPG GP A
TPG GP A
Texas
$250M +$33.4M 1 4.08% Increased
141
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$247M -$7.04M 5 1.99% Reduced
142
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$246M -$56.6M 2 0.89% Reduced
143
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$245M -$3.62M 19 0.22% Reduced
144
Smead Capital Management
Smead Capital Management
Arizona
$243M +$12.3M 1 4.85% Increased
145
Chevy Chase Trust
Chevy Chase Trust
Maryland
$236M -$13.8M 5 0.93% Reduced
146
SEI Investments
SEI Investments
Pennsylvania
$233M +$38.2M 16 0.43% Increased
147
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$232M -$67.3M 4 0.63% Reduced
148
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$231M -$4.39M 5 0.54% Reduced
149
SI
Standard Investments
New York
$230M +$50M 1 11.16% Increased
150
Abrams Capital Management
Abrams Capital Management
Massachusetts
$222M $0 1 7.03% Maintained
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