← 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
151
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$140M -$23.2M 4 0.87% Reduced
152
BlackRock Japan
BlackRock Japan
Japan
$139M -$1.11M 6 0.62% Reduced
153
AA
Antipodean Advisors
New York
$139M -$6.13M 1 12.96% Reduced
154
SCM
SAB Capital Management
New York
$139M +$78.4M 1 9.67% Increased
155
Credit Agricole
Credit Agricole
France
$137M -$633K 5 0.55% Reduced
156
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$137M -$210K 3 2.28% Reduced
157
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$134M -$3.49M 3 0.15% Reduced
158
RS Investment Management
RS Investment Management
California
$133M +$8.14M 2 0.78% Increased
159
Suntrust Banks
Suntrust Banks
Georgia
$130M +$3.51M 7 0.48% Increased
160
SIG
Senator Investment Group
New York
$130M -$55.1M 1 1.55% Reduced
161
Putnam Investments
Putnam Investments
Massachusetts
$129M -$51.8M 6 0.29% Reduced
162
Energy Income Partners
Energy Income Partners
Connecticut
$129M +$8.54M 2 3% Increased
163
Swiss National Bank
Swiss National Bank
Switzerland
$121M -$9.37M 5 0.47% Reduced
164
Alpha Wave Global
Alpha Wave Global
New York
$117M $0 1 7.55% Maintained
165
SCM
Steadfast Capital Management
New York
$116M -$21.4M 1 2.47% Reduced
166
Ninety One (UK)
Ninety One (UK)
United Kingdom
$115M +$37.6M 1 0.77% Increased
167
TD Asset Management
TD Asset Management
Ontario, Canada
$113M +$1.27M 7 0.21% Increased
168
D.E. Shaw & Co
D.E. Shaw & Co
New York
$112M -$44.1M 7 0.16% Reduced
169
ACI
AMP Capital Investors
Australia
$111M +$15.9M 5 0.75% Increased
170
CCM
Chickasaw Capital Management
Tennessee
$110M +$4.03M 1 5.28% Increased
171
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$109M -$10.5M 4 0.88% Reduced
172
PGGM Investments
PGGM Investments
Netherlands
$109M +$25.1M 2 0.57% Increased
173
Bank of Montreal
Bank of Montreal
Ontario, Canada
$105M -$26.4M 11 0.14% Reduced
174
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$105M -$6.69M 4 0.29% Reduced
175
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$104M -$66.4M 2 0.4% Reduced