← 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
AQR Capital Management
AQR Capital Management
Connecticut
$358M +$83.6M 11 0.61% Increased
127
Jane Street
Jane Street
New York
$353M -$287M 22 0.07% Reduced
128
YCMGA
York Capital Management Global Advisors
New York
$344M +$2.18M 1 74.83% Increased
129
SI
Standard Investments
New York
$344M +$17.6M 1 21.86% Increased
130
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$342M -$14.5M 1 1.59% Reduced
131
Bessemer Group
Bessemer Group
New Jersey
$335M +$45M 11 0.61% Increased
132
Allspring Global Investments
Allspring Global Investments
North Carolina
$328M +$23.9M 12 0.51% Increased
133
Bahl & Gaynor
Bahl & Gaynor
Ohio
$317M -$1.5M 4 1.76% Reduced
134
ZP
Zimmer Partners
New York
$315M +$132M 2 6.73% Increased
135
Perpetual Ltd
Perpetual Ltd
Australia
$313M +$25.8M 7 3.06% Increased
136
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$307M +$46M 7 0.42% Increased
137
CCM
Chickasaw Capital Management
Tennessee
$307M -$6.28M 2 14.66% Reduced
138
Man Group
Man Group
United Kingdom
$305M +$99M 11 0.77% Increased
139
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$302M -$5.83M 18 0.21% Reduced
140
Abrams Capital Management
Abrams Capital Management
Massachusetts
$281M $0 1 8.76% Maintained
141
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$278M +$4.9M 10 0.65% Increased
142
SEI Investments
SEI Investments
Pennsylvania
$277M +$41.9M 15 0.41% Increased
143
Findlay Park Partners
Findlay Park Partners
United Kingdom
$274M +$21.2M 1 2.52% Increased
144
Corient Private Wealth
Corient Private Wealth
Florida
$274M -$21.7M 13 0.49% Reduced
145
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$273M -$15.2M 4 0.59% Reduced
146
Truist Financial
Truist Financial
North Carolina
$270M -$15.1M 13 0.41% Reduced
147
Pzena Investment Management
Pzena Investment Management
New York
$261M -$298K 1 0.9% Reduced
148
First Trust Advisors
First Trust Advisors
Illinois
$260M -$218M 14 0.26% Reduced
149
Smead Capital Management
Smead Capital Management
Arizona
$256M +$9.36M 1 3.99% Increased
150
Chevy Chase Trust
Chevy Chase Trust
Maryland
$255M -$1.2M 5 0.84% Reduced