← 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
Abrams Capital Management
Abrams Capital Management
Massachusetts
$349M $0 1 5.62% Maintained
127
Ninety One (UK)
Ninety One (UK)
United Kingdom
$344M +$288M 2 0.92% Increased
128
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$343M -$19.6M 6 0.33% Reduced
129
SI
Standard Investments
New York
$343M $0 1 18.54% Maintained
130
Merewether Investment Management
Merewether Investment Management
Texas
$340M +$84.1M 5 13.57% Increased
131
Point72 Asset Management
Point72 Asset Management
Connecticut
$340M -$338M 4 0.75% Reduced
132
Alyeska Investment Group
Alyeska Investment Group
Illinois
$328M +$53.5M 6 1.23% Increased
133
Renaissance Technologies
Renaissance Technologies
New York
$324M +$42.2M 10 0.48% Increased
134
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$322M -$8.99M 1 1.46% Reduced
135
Perpetual Ltd
Perpetual Ltd
Australia
$317M -$35.3M 7 3.72% Reduced
136
National Bank of Canada
National Bank of Canada
Quebec, Canada
$315M +$54.6M 13 0.33% Increased
137
Natixis
Natixis
France
$312M +$17.5M 6 1.91% Increased
138
Marshall Wace
Marshall Wace
United Kingdom
$301M +$130M 13 0.36% Increased
139
Encompass Capital Advisors
Encompass Capital Advisors
New York
$293M -$22.9M 7 11% Reduced
140
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$280M +$278M 5 0.55% New
141
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$280M -$121M 7 2.03% Reduced
142
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$279M +$9.36M 10 0.53% Increased
143
SEI Investments
SEI Investments
Pennsylvania
$274M +$6.59M 18 0.35% Increased
144
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$273M -$68.7M 6 0.22% Reduced
145
Voloridge Investment Management
Voloridge Investment Management
Florida
$269M +$181M 6 0.95% Increased
146
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$266M +$6.42M 19 0.18% Increased
147
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$266M +$43.1M 22 0.04% Increased
148
DPCM
Darlington Partners Capital Management
California
$262M -$12M 1 9.8% Reduced
149
NIM
NXG Investment Management
Texas
$259M +$1.25M 3 17.11% Increased
150
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$251M -$91.5M 10 0.34% Reduced