← 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
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$205M +$4.73M 3 3.72% Increased
152
Truist Financial
Truist Financial
North Carolina
$204M -$9.69M 12 0.39% Reduced
153
Canada Life
Canada Life
Manitoba, Canada
$204M +$598K 6 0.58% Increased
154
Point72 Asset Management
Point72 Asset Management
Connecticut
$203M -$83M 9 0.81% Reduced
155
M&T Bank
M&T Bank
New York
$197M +$5.33M 10 0.88% Increased
156
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$195M -$1.73M 2 9.83% Reduced
157
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$191M -$48M 3 0.75% Reduced
158
STRS Ohio
STRS Ohio
Ohio
$188M +$20.3M 10 0.9% Increased
159
Smead Capital Management
Smead Capital Management
Arizona
$185M -$1.34M 1 4.82% Reduced
160
Eagle Asset Management
Eagle Asset Management
Florida
$184M -$22.5M 5 1.2% Reduced
161
Yacktman Asset Management
Yacktman Asset Management
Texas
$181M +$149M 1 1.97% Increased
162
NIM
NXG Investment Management
Texas
$177M -$9.48M 6 17.84% Reduced
163
Alyeska Investment Group
Alyeska Investment Group
Illinois
$176M +$50M 6 2.06% Increased
164
Miller Howard Investments
Miller Howard Investments
New York
$167M -$3.22M 8 6.86% Reduced
165
FCIM
Fairview Capital Investment Management
California
$167M -$1.47M 2 11.89% Reduced
166
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$165M +$85.7M 3 1.54% Increased
167
KCM
Kensico Capital Management
Connecticut
$164M -$13.1M 2 8.5% Reduced
168
ClearBridge Investments (Australia)
ClearBridge Investments (Australia)
Australia
$160M -$111M 2 5.22% Reduced
169
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$160M +$166M 1 0.97% New
170
National Bank of Canada
National Bank of Canada
Quebec, Canada
$159M +$62.7M 15 0.85% Increased
171
Voloridge Investment Management
Voloridge Investment Management
Florida
$157M +$40.3M 10 0.85% Increased
172
SI
Standard Investments
New York
$157M +$47.7M 1 7.17% Increased
173
GKFF
George Kaiser Family Foundation
Oklahoma
$156M $0 1 27.43% Maintained
174
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$151M +$4.52M 9 0.61% Increased
175
1832 Asset Management
1832 Asset Management
Ontario, Canada
$150M -$31.2M 7 0.28% Reduced