← 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
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$301M +$14.2M 19 0.26% Increased
127
TPG GP A
TPG GP A
Texas
$301M +$15.9M 1 5.19% Increased
128
Bahl & Gaynor
Bahl & Gaynor
Ohio
$297M +$25.1M 4 1.9% Increased
129
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$294M +$121M 5 0.43% Increased
130
Allianz Asset Management
Allianz Asset Management
Germany
$290M -$37M 7 0.49% Reduced
131
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$286M -$2.63M 1 1.53% Reduced
132
Encompass Capital Advisors
Encompass Capital Advisors
New York
$286M -$41.7M 4 17.81% Reduced
133
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$282M -$10.3M 12 0.66% Reduced
134
AGF Management
AGF Management
Ontario, Canada
$280M -$1.48M 7 1.98% Reduced
135
Smead Capital Management
Smead Capital Management
Arizona
$279M -$9.31M 1 5.7% Reduced
136
Truist Financial
Truist Financial
North Carolina
$279M +$22.3M 12 0.47% Increased
137
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$275M +$39M 4 0.74% Increased
138
Todd Asset Management
Todd Asset Management
Kentucky
$275M -$27.4M 5 6.52% Reduced
139
CCM
Chickasaw Capital Management
Tennessee
$272M -$4.03M 3 14.53% Reduced
140
Bessemer Group
Bessemer Group
New Jersey
$272M -$84.1M 11 0.6% Reduced
141
Korea Investment Corp
Korea Investment Corp
South Korea
$258M -$50.5M 4 0.76% Reduced
142
Pzena Investment Management
Pzena Investment Management
New York
$254M +$3.83M 1 1.09% Increased
143
Abrams Capital Management
Abrams Capital Management
Massachusetts
$250M $0 1 8.27% Maintained
144
Corient Private Wealth
Corient Private Wealth
Florida
$250M +$1.31M 12 0.57% Increased
145
SEI Investments
SEI Investments
Pennsylvania
$250M -$8.31M 16 0.45% Reduced
146
Chevy Chase Trust
Chevy Chase Trust
Maryland
$249M -$3.93M 5 0.98% Reduced
147
YCMGA
York Capital Management Global Advisors
New York
$247M -$54.7M 1 68.76% Reduced
148
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$247M +$68.7M 2 0.71% Increased
149
Magellan Asset Management
Magellan Asset Management
Australia
$245M -$8.37M 1 2.61% Reduced
150
1832 Asset Management
1832 Asset Management
Ontario, Canada
$245M +$157M 7 0.35% Increased
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