← 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
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$134M +$8.91M 3 1.61% Increased
152
USAA
United Services Automobile Association
Texas
$132M -$12.2M 7 0.46% Reduced
153
BC
BHR Capital
New York
$131M +$6.73M 1 14.93% Increased
154
PCM
Pennant Capital Management
New Jersey
$127M -$72.7M 1 2.38% Reduced
155
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$124M +$18.1M 12 0.34% Increased
156
National Rural Electric Cooperative Association
National Rural Electric Cooperative Association
Virginia
$123M $0 1 2.01% Maintained
157
ACI
AMP Capital Investors
Australia
$123M +$7.49M 4 0.74% Increased
158
Brandes Investment Partners
Brandes Investment Partners
California
$123M +$27.3M 2 1.69% Increased
159
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$120M -$17.6M 2 0.67% Reduced
160
AQR Capital Management
AQR Capital Management
Connecticut
$118M -$6.43M 6 0.27% Reduced
161
Edge Asset Management
Edge Asset Management
Washington
$116M -$7.09M 1 1.01% Reduced
162
American Century Companies
American Century Companies
Missouri
$116M -$26M 6 0.13% Reduced
163
Stifel Financial
Stifel Financial
Missouri
$116M +$5.83M 10 0.64% Increased
164
SCM
Suvretta Capital Management
New York
$115M +$33M 2 6.87% Increased
165
London Company of Virginia
London Company of Virginia
Virginia
$113M +$17.5M 2 1.04% Increased
166
Aviva
Aviva
United Kingdom
$111M +$18.6M 4 0.76% Increased
167
Nordea Investment Management
Nordea Investment Management
Sweden
$111M +$5.52M 4 0.4% Increased
168
SAM
Steinberg Asset Management
New York
$108M -$35.7M 2 11.99% Reduced
169
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$107M -$116K 3 0.29% Reduced
170
Comerica Bank
Comerica Bank
Texas
$107M -$51.3M 9 0.9% Reduced
171
EARNEST Partners
EARNEST Partners
Georgia
$106M -$4.11M 1 0.91% Reduced
172
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$106M +$20.7M 2 0.32% Increased
173
DAC
Dividend Assets Capital
South Carolina
$104M +$3.35M 2 2.27% Increased
174
Adage Capital Partners
Adage Capital Partners
Massachusetts
$101M -$76.6M 3 0.25% Reduced
175
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$101M +$27.2M 4 0.38% Increased