← 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
SEI Investments
SEI Investments
Pennsylvania
$213M -$44.1M 14 0.47% Reduced
152
Canada Life
Canada Life
Manitoba, Canada
$213M -$26.4M 6 0.56% Reduced
153
Abrams Capital Management
Abrams Capital Management
Massachusetts
$212M -$50.2M 1 7.55% Reduced
154
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$210M +$26.5M 1 1.19% Increased
155
Yacktman Asset Management
Yacktman Asset Management
Texas
$209M +$187K 1 2.08% Increased
156
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$208M -$24.4M 9 0.67% Reduced
157
Findlay Park Partners
Findlay Park Partners
United Kingdom
$208M +$214M 1 2.26% New
158
GE
General Electric
Ohio
$207M -$721M 1 3.07% Reduced
159
TPG GP A
TPG GP A
Texas
$205M -$17.9M 1 4.02% Reduced
160
GKFF
George Kaiser Family Foundation
Oklahoma
$197M $0 1 29.01% Maintained
161
Encompass Capital Advisors
Encompass Capital Advisors
New York
$196M +$131M 2 7.6% Increased
162
STRS Ohio
STRS Ohio
Ohio
$189M -$22.5M 10 0.85% Reduced
163
Miller Howard Investments
Miller Howard Investments
New York
$186M -$1.01M 8 6.75% Reduced
164
Point72 Asset Management
Point72 Asset Management
Connecticut
$186M -$18.8M 3 0.63% Reduced
165
SI
Standard Investments
New York
$179M $0 1 9.36% Maintained
166
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$177M +$20.9M 6 0.48% Increased
167
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$173M +$22.1M 4 1.18% Increased
168
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$171M +$40.9M 9 0.26% Increased
169
Equity Investment Corp
Equity Investment Corp
Georgia
$170M -$89.5K 2 5.71% Reduced
170
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$170M +$102M 9 0.91% Increased
171
NIM
NXG Investment Management
Texas
$169M -$7.21M 5 15.88% Reduced
172
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$167M -$32.9M 2 2.91% Reduced
173
US Bancorp
US Bancorp
Minnesota
$166M +$14.9M 15 0.29% Increased
174
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$165M +$21.7M 6 1.4% Increased
175
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$163M -$1.99M 8 0.62% Reduced