← 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
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$127M +$10.9M 4 1.08% Increased
152
ABC
Anchor Bolt Capital
Illinois
$127M -$30.7M 1 8.92% Reduced
153
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$126M -$17.1M 7 0.41% Reduced
154
Korea Investment Corp
Korea Investment Corp
South Korea
$124M +$7.64M 4 0.67% Increased
155
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$124M +$8.68M 1 4.52% Increased
156
Homestead Advisers
Homestead Advisers
Virginia
$123M $0 1 2.39% Maintained
157
Victory Capital Management
Victory Capital Management
Texas
$122M +$1.74M 8 0.31% Increased
158
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$122M -$24.3M 5 0.34% Reduced
159
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$121M +$21.5M 2 0.54% Increased
160
EARNEST Partners
EARNEST Partners
Georgia
$121M -$1.28M 5 1.32% Reduced
161
Balyasny Asset Management
Balyasny Asset Management
Illinois
$119M -$173M 7 0.86% Reduced
162
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$119M +$17.9M 7 0.65% Increased
163
Stifel Financial
Stifel Financial
Missouri
$118M +$50.4M 16 0.38% Increased
164
Aberdeen Group
Aberdeen Group
United Kingdom
$116M -$11M 5 0.28% Reduced
165
TBC
Tweedy, Browne Co
Connecticut
$115M -$3.07M 2 4.08% Reduced
166
Jane Street
Jane Street
New York
$115M +$95.9M 12 0.24% Increased
167
Gabelli Funds
Gabelli Funds
New York
$114M +$1.23M 9 0.78% Increased
168
HighTower Advisors
HighTower Advisors
Illinois
$112M +$51.6M 11 0.86% Increased
169
PWPCM
Perella Weinberg Partners Capital Management
New York
$111M +$17.6M 6 6.97% Increased
170
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$111M +$5.61M 3 0.94% Increased
171
Envestnet Asset Management
Envestnet Asset Management
Illinois
$109M +$108M 13 0.17% Increased
172
Two Sigma Investments
Two Sigma Investments
New York
$107M -$86.3M 9 0.42% Reduced
173
ClearBridge Investments (Australia)
ClearBridge Investments (Australia)
Australia
$107M +$19.1M 2 8.14% Increased
174
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$107M +$2.18M 4 0.44% Increased
175
VM
Valinor Management
New York
$106M $0 1 5.15% Maintained