← 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
Korea Investment Corp
Korea Investment Corp
South Korea
$217M +$38.7M 4 0.54% Increased
152
SSP
Sixth Street Partners
Texas
$215M -$76.6M 1 17.23% Reduced
153
Two Sigma Investments
Two Sigma Investments
New York
$214M -$110M 13 0.63% Reduced
154
Truist Financial
Truist Financial
North Carolina
$214M +$43.2M 11 0.34% Increased
155
MBA
Maple-Brown Abbott
Australia
$213M -$89.5M 2 14.86% Reduced
156
Two Sigma Advisers
Two Sigma Advisers
New York
$211M +$96.5M 14 0.56% Increased
157
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$196M -$7.31M 4 0.95% Reduced
158
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$196M +$47.5M 8 1.91% Increased
159
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$194M +$14.4M 11 0.26% Increased
160
Scout Investments
Scout Investments
Missouri
$190M -$68M 2 3.04% Reduced
161
Miller Howard Investments
Miller Howard Investments
New York
$185M +$37.2M 8 6.48% Increased
162
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$185M -$8.07M 2 2.1% Reduced
163
Panagora Asset Management
Panagora Asset Management
Massachusetts
$181M +$9.51M 9 0.99% Increased
164
Smead Capital Management
Smead Capital Management
Arizona
$178M -$59.3M 1 4.12% Reduced
165
NIM
NXG Investment Management
Texas
$177M +$15.2M 4 15.86% Increased
166
Jane Street
Jane Street
New York
$177M +$66.8M 16 0.06% Increased
167
Harding Loevner
Harding Loevner
New Jersey
$173M +$168M 1 0.95% New
168
KCM
Kensico Capital Management
Connecticut
$167M -$196M 2 6.78% Reduced
169
Personal Capital Advisors
Personal Capital Advisors
California
$166M +$3.42M 4 0.78% Increased
170
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$166M -$15.1M 2 2.12% Reduced
171
FCIM
Fairview Capital Investment Management
California
$164M -$8.3M 2 10.21% Reduced
172
Royal London Asset Management
Royal London Asset Management
United Kingdom
$163M +$28.5M 5 0.64% Increased
173
Westwood Holdings Group
Westwood Holdings Group
Texas
$162M -$37.1M 5 1.5% Reduced
174
M&T Bank
M&T Bank
New York
$162M +$3.77M 7 0.71% Increased
175
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$159M +$6.68M 8 0.56% Increased