← 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
Envestnet Asset Management
Envestnet Asset Management
Illinois
$130M -$2.34M 11 0.14% Reduced
152
DBC
Deep Basin Capital
Connecticut
$130M +$39.8M 5 10.29% Increased
153
Prudential plc
Prudential plc
United Kingdom
$129M +$12M 4 0.38% Increased
154
Two Sigma Investments
Two Sigma Investments
New York
$128M -$71.9M 9 0.43% Reduced
155
Fidelity International
Fidelity International
Bermuda
$128M -$5.16M 6 0.19% Reduced
156
LSV Asset Management
LSV Asset Management
Illinois
$127M -$22.8K 2 0.21% Reduced
157
Panagora Asset Management
Panagora Asset Management
Massachusetts
$127M +$3.63M 10 0.59% Increased
158
Yacktman Asset Management
Yacktman Asset Management
Texas
$127M -$191K 1 1.56% Reduced
159
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$124M -$1.57M 1 0.91% Reduced
160
AL
AJO LP
Pennsylvania
$122M -$66.2M 2 0.71% Reduced
161
PGGM Investments
PGGM Investments
Netherlands
$118M +$3.77M 1 0.56% Increased
162
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$117M -$4.44M 2 1.2% Reduced
163
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$116M +$60.3M 3 0.72% Increased
164
Natixis Advisors
Natixis Advisors
Massachusetts
$115M +$12.4M 9 0.91% Increased
165
MBA
Maple-Brown Abbott
Australia
$114M +$6.72M 1 8.97% Increased
166
VM
Valinor Management
New York
$113M $0 1 7.62% Maintained
167
RA
RR Advisors
Texas
$111M +$16.6M 1 13.65% Increased
168
Homestead Advisers
Homestead Advisers
Virginia
$109M -$3.72M 1 2.2% Reduced
169
EARNEST Partners
EARNEST Partners
Georgia
$109M +$266K 4 0.98% Increased
170
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$108M +$3.89M 4 0.98% Increased
171
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$106M +$45.1M 3 0.98% Increased
172
Equity Investment Corp
Equity Investment Corp
Georgia
$106M -$6.66M 2 3.77% Reduced
173
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$103M +$13.3M 5 0.27% Increased
174
Appaloosa LP
Appaloosa LP
New Jersey
$102M +$62.7K 2 3% Increased
175
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$102M -$2.59M 9 1.22% Reduced