← 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
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$160M +$143M 1 3.5% Increased
152
BlackRock Japan
BlackRock Japan
Japan
$158M -$8.37M 5 0.72% Reduced
153
Brandes Investment Partners
Brandes Investment Partners
California
$157M -$122M 1 1.9% Reduced
154
Cullen Capital Management
Cullen Capital Management
New York
$157M -$27.5M 2 4.07% Reduced
155
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$156M +$1.42M 6 0.88% Increased
156
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$155M +$1.02M 3 2.35% Increased
157
CCM
Chickasaw Capital Management
Tennessee
$154M +$13.9M 1 5.36% Increased
158
Swiss National Bank
Swiss National Bank
Switzerland
$153M +$8.04M 6 0.57% Increased
159
IVA
International Value Advisers
$153M -$47.9M 1 3.55% Reduced
160
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$152M +$80.6M 5 1.26% Increased
161
Adage Capital Partners
Adage Capital Partners
Massachusetts
$151M -$70.2M 4 0.39% Reduced
162
FCIM
Fairview Capital Investment Management
California
$150M -$28.5M 3 12.23% Reduced
163
SM
Seminole Management
New York
$149M -$22.6M 2 7.15% Reduced
164
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$149M -$35.5M 10 0.14% Reduced
165
Balyasny Asset Management
Balyasny Asset Management
Illinois
$146M +$59.6M 4 1.65% Increased
166
ACI
AMP Capital Investors
Australia
$144M +$11.6M 7 0.89% Increased
167
NCA
Newbrook Capital Advisors
New York
$144M -$31.3M 2 16.91% Reduced
168
Ninety One (UK)
Ninety One (UK)
United Kingdom
$143M +$2.29M 1 0.83% Increased
169
CHCM
Columbus Hill Capital Management
New Jersey
$141M -$48M 3 9.08% Reduced
170
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$139M +$11.4M 2 0.53% Increased
171
SCM
Steadfast Capital Management
New York
$137M -$11.4M 1 2.22% Reduced
172
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$136M +$3.65M 5 1.06% Increased
173
PGGM Investments
PGGM Investments
Netherlands
$135M +$5.29M 2 0.65% Increased
174
TD Asset Management
TD Asset Management
Ontario, Canada
$132M -$1.81M 7 0.23% Reduced
175
Artisan Partners
Artisan Partners
Wisconsin
$126M -$70M 1 0.22% Reduced