← 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
Manning & Napier Group
Manning & Napier Group
New York
$129M -$45.7M 2 1.11% Reduced
152
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$128M +$26.4M 3 0.42% Increased
153
STRS Ohio
STRS Ohio
Ohio
$127M -$8.08M 9 0.48% Reduced
154
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$126M -$1.88M 1 1.56% Reduced
155
EARNEST Partners
EARNEST Partners
Georgia
$125M -$6.36M 5 0.76% Reduced
156
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$124M -$5.37M 7 0.38% Reduced
157
FCIM
Fairview Capital Investment Management
California
$123M -$325K 2 8.37% Reduced
158
Causeway Capital Management
Causeway Capital Management
California
$122M -$7.95M 3 2.74% Reduced
159
SCM
Steadfast Capital Management
New York
$120M -$173M 1 1.17% Reduced
160
NIM
NXG Investment Management
Texas
$119M +$6.88M 5 11.53% Increased
161
Slate Path Capital
Slate Path Capital
New York
$117M $0 1 5.35% Maintained
162
ClearBridge Investments (Australia)
ClearBridge Investments (Australia)
Australia
$117M -$83.9M 1 3.84% Reduced
163
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$116M +$17.5M 8 1.08% Increased
164
Korea Investment Corp
Korea Investment Corp
South Korea
$113M +$5.61M 4 0.34% Increased
165
Personal Capital Advisors
Personal Capital Advisors
California
$113M +$5.57M 3 0.57% Increased
166
M&T Bank
M&T Bank
New York
$113M +$915K 8 0.51% Increased
167
Hood River Capital Management
Hood River Capital Management
Florida
$111M +$28.3M 2 3.42% Increased
168
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$110M -$804K 9 0.39% Reduced
169
Granahan Investment Management
Granahan Investment Management
Massachusetts
$109M -$22.8M 1 2.06% Reduced
170
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$107M -$2.28M 3 0.4% Reduced
171
Hamlin Capital Management
Hamlin Capital Management
New York
$107M -$120K 1 4.26% Reduced
172
Truist Financial
Truist Financial
North Carolina
$106M +$13.9M 9 0.17% Increased
173
Miller Howard Investments
Miller Howard Investments
New York
$105M +$3.23M 7 4.35% Increased
174
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$104M -$7.89M 4 0.58% Reduced
175
Swedbank
Swedbank
Sweden
$103M -$415K 3 0.19% Reduced