← 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
Yacktman Asset Management
Yacktman Asset Management
Texas
$136M -$596K 1 1.64% Reduced
152
LSV Asset Management
LSV Asset Management
Illinois
$136M +$2.58M 2 0.22% Increased
153
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$135M -$2.78M 1 0.93% Reduced
154
Panagora Asset Management
Panagora Asset Management
Massachusetts
$133M -$3.03M 10 0.59% Reduced
155
SEI Investments
SEI Investments
Pennsylvania
$132M -$1.05M 12 0.43% Reduced
156
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$130M -$6.72M 2 1.31% Reduced
157
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$130M -$292K 3 0.89% Reduced
158
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$128M +$42.7M 17 0.05% Increased
159
VM
Valinor Management
New York
$124M $0 1 7.43% Maintained
160
PGGM Investments
PGGM Investments
Netherlands
$122M +$9.42M 1 0.61% Increased
161
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$121M +$2.87M 4 0.41% Increased
162
Victory Capital Management
Victory Capital Management
Texas
$121M -$25.9M 8 0.24% Reduced
163
Prudential plc
Prudential plc
United Kingdom
$121M +$33.7M 4 0.37% Increased
164
Homestead Advisers
Homestead Advisers
Virginia
$121M $0 1 2.28% Maintained
165
Equity Investment Corp
Equity Investment Corp
Georgia
$120M +$59.7M 2 4.2% Increased
166
Marshall Wace North America
Marshall Wace North America
New York
$119M +$71.8M 5 0.74% Increased
167
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$117M +$414K 6 0.58% Increased
168
VanEck Associates
VanEck Associates
New York
$117M +$54.6M 9 0.56% Increased
169
ECP
Electron Capital Partners
New York
$116M -$19.3M 3 15.81% Reduced
170
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$115M -$47.9M 6 0.32% Reduced
171
EARNEST Partners
EARNEST Partners
Georgia
$113M -$918K 4 1.02% Reduced
172
TBC
Tweedy, Browne Co
Connecticut
$112M -$957K 2 3.97% Reduced
173
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$111M -$1.44M 3 1.01% Reduced
174
Appaloosa LP
Appaloosa LP
New Jersey
$110M -$24.2M 2 1.19% Reduced
175
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$110M -$4.15M 9 1.34% Reduced