← 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
CIBC World Markets
CIBC World Markets
New York
$137M +$73.8M 1 4.34% Increased
152
HCM
Highfields Capital Management
Massachusetts
$137M +$147M 1 1.23% New
153
SCM
Suvretta Capital Management
New York
$136M +$35.7M 2 6.45% Increased
154
Nordea Investment Management
Nordea Investment Management
Sweden
$136M +$28.2M 4 0.48% Increased
155
USAA
United Services Automobile Association
Texas
$135M +$3.66M 6 0.47% Increased
156
SM
Seminole Management
New York
$134M +$120M 2 5.43% Increased
157
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$134M -$71.1K 3 1.82% Reduced
158
London Company of Virginia
London Company of Virginia
Virginia
$134M +$24.1M 1 1.16% Increased
159
US Bancorp
US Bancorp
Minnesota
$134M -$1M 12 0.52% Reduced
160
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$132M -$7.23M 6 0.46% Reduced
161
Brandes Investment Partners
Brandes Investment Partners
California
$132M +$5.94M 2 1.69% Increased
162
Alyeska Investment Group
Alyeska Investment Group
Illinois
$127M +$44.9M 3 1.43% Increased
163
SCM
SAB Capital Management
New York
$124M +$3.74M 1 12.5% Increased
164
JP
Jana Partners
New York
$123M -$15.9M 1 0.73% Reduced
165
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$122M +$25M 3 0.46% Increased
166
Prudential plc
Prudential plc
United Kingdom
$122M +$38.8M 5 0.47% Increased
167
National Rural Electric Cooperative Association
National Rural Electric Cooperative Association
Virginia
$121M $0 1 2% Maintained
168
Magnetar Financial
Magnetar Financial
Illinois
$121M +$21.1M 3 1.72% Increased
169
SAM
Steinberg Asset Management
New York
$118M -$20.8M 2 14.19% Reduced
170
LCS
Levin Capital Strategies
New York
$117M +$778K 5 1.73% Increased
171
STRS Ohio
STRS Ohio
Ohio
$117M +$31.8M 4 0.51% Increased
172
ACI
AMP Capital Investors
Australia
$116M +$3.56M 4 0.75% Increased
173
Edge Asset Management
Edge Asset Management
Washington
$115M +$10.2M 1 1.04% Increased
174
Fred Alger Management
Fred Alger Management
New York
$115M -$26.8M 4 0.52% Reduced
175
THSP
Taube Hodson Stonex Partners
United Kingdom
$113M -$7.58M 1 12.27% Reduced