← 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$303M +$17.8M 5 0.6% Increased
127
Two Sigma Advisers
Two Sigma Advisers
New York
$289M +$72.5M 11 0.68% Increased
128
Abrams Capital Management
Abrams Capital Management
Massachusetts
$286M $0 1 4.6% Maintained
129
Bessemer Group
Bessemer Group
New Jersey
$282M +$5.47M 15 0.46% Increased
130
Jane Street
Jane Street
New York
$280M -$5.97M 24 0.06% Reduced
131
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$273M -$4.57M 20 0.17% Reduced
132
Balyasny Asset Management
Balyasny Asset Management
Illinois
$273M -$295M 12 0.45% Reduced
133
Alyeska Investment Group
Alyeska Investment Group
Illinois
$271M +$39.3M 6 1.38% Increased
134
Renaissance Technologies
Renaissance Technologies
New York
$268M -$18.1M 11 0.4% Reduced
135
SEI Investments
SEI Investments
Pennsylvania
$266M -$12.2M 18 0.35% Reduced
136
Merewether Investment Management
Merewether Investment Management
Texas
$263M +$89.1M 4 12.11% Increased
137
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$262M -$3.12M 11 0.5% Reduced
138
Cohen & Steers
Cohen & Steers
New York
$258M -$295M 6 0.46% Reduced
139
Magellan Asset Management
Magellan Asset Management
Australia
$258M +$16.9M 1 2.57% Increased
140
Encompass Capital Advisors
Encompass Capital Advisors
New York
$257M +$137M 5 12.52% Increased
141
VOYA Investment Management
VOYA Investment Management
Georgia
$253M -$189M 13 0.26% Reduced
142
Natixis
Natixis
France
$245M -$60.4M 9 1.38% Reduced
143
Pzena Investment Management
Pzena Investment Management
New York
$244M -$17.2K 1 0.79% Reduced
144
National Bank of Canada
National Bank of Canada
Quebec, Canada
$242M +$88.6M 12 0.28% Increased
145
Chevy Chase Trust
Chevy Chase Trust
Maryland
$241M -$1.63M 5 0.74% Reduced
146
Eagle Asset Management
Eagle Asset Management
Florida
$241M +$30.1M 4 1.23% Increased
147
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$240M $0 1 3.91% Maintained
148
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$240M +$14.2M 4 0.61% Increased
149
GMP
Great Mountain Partners
Connecticut
$232M $0 1 40.62% Maintained
150
Smead Capital Management
Smead Capital Management
Arizona
$231M +$8.13M 1 3.3% Increased