← 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
Eagle Asset Management
Eagle Asset Management
Florida
$283M -$48.5M 6 1.57% Reduced
127
HighTower Advisors
HighTower Advisors
Illinois
$280M +$14M 18 0.55% Increased
128
Korea Investment Corp
Korea Investment Corp
South Korea
$280M -$2.07M 4 0.79% Reduced
129
SI
Standard Investments
New York
$278M +$36M 1 14.23% Increased
130
Todd Asset Management
Todd Asset Management
Kentucky
$274M -$8.11M 5 6.38% Reduced
131
Magellan Asset Management
Magellan Asset Management
Australia
$271M -$11.4M 1 2.41% Reduced
132
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$271M -$5.46M 1 1.42% Reduced
133
Encompass Capital Advisors
Encompass Capital Advisors
New York
$269M +$29.6M 4 15.76% Increased
134
EFMFI
EnCap Flatrock Midstream Fund IV
Texas
$266M +$265M 1 100% New
135
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$265M -$18.7M 11 0.59% Reduced
136
TPG GP A
TPG GP A
Texas
$261M +$18.7M 1 3.84% Increased
137
AGF Management
AGF Management
Ontario, Canada
$259M -$66M 7 1.88% Reduced
138
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$256M +$4.45M 18 0.22% Increased
139
Man Group
Man Group
United Kingdom
$253M +$244M 11 0.78% New
140
CCM
Chickasaw Capital Management
Tennessee
$251M -$15.4M 3 13.89% Reduced
141
Smead Capital Management
Smead Capital Management
Arizona
$250M -$4.05M 1 4.96% Reduced
142
EFMFI
EnCap Flatrock Midstream Fund III
Texas
$245M +$245M 1 100% New
143
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$245M -$10.7M 2 0.84% Reduced
144
SEI Investments
SEI Investments
Pennsylvania
$234M -$5.07M 16 0.41% Reduced
145
Pzena Investment Management
Pzena Investment Management
New York
$234M +$84.1M 1 1% Increased
146
Chevy Chase Trust
Chevy Chase Trust
Maryland
$233M -$12.5M 5 0.87% Reduced
147
Corient Private Wealth
Corient Private Wealth
Florida
$231M +$48.2M 13 0.53% Increased
148
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$231M +$21.1M 9 0.34% Increased
149
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$230M -$8.86M 6 0.52% Reduced
150
Abrams Capital Management
Abrams Capital Management
Massachusetts
$226M $0 1 6.51% Maintained