← 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
Todd Asset Management
Todd Asset Management
Kentucky
$245M +$10.8M 6 5.09% Increased
152
Findlay Park Partners
Findlay Park Partners
United Kingdom
$244M -$2.02M 1 2.3% Reduced
153
Smead Capital Management
Smead Capital Management
Arizona
$243M +$13.5M 1 3.79% Increased
154
Alyeska Investment Group
Alyeska Investment Group
Illinois
$240M +$21.3M 5 1.37% Increased
155
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$237M +$14.9M 4 0.8% Increased
156
Cullen Capital Management
Cullen Capital Management
New York
$235M -$2.18M 5 2.71% Reduced
157
Corient Private Wealth
Corient Private Wealth
Florida
$233M -$36.6M 14 0.41% Reduced
158
Harding Loevner
Harding Loevner
New Jersey
$230M +$204M 1 1.27% Increased
159
Two Sigma Advisers
Two Sigma Advisers
New York
$228M +$170M 11 0.51% Increased
160
Korea Investment Corp
Korea Investment Corp
South Korea
$226M -$20.4M 4 0.57% Reduced
161
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$221M -$11.8M 1 0.72% Reduced
162
Canada Life
Canada Life
Manitoba, Canada
$219M +$1.32M 7 0.41% Increased
163
Magellan Asset Management
Magellan Asset Management
Australia
$218M -$31.6M 1 2.08% Reduced
164
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$216M -$8.55M 6 0.46% Reduced
165
ING Group
ING Group
Netherlands
$215M +$93.8M 4 1.28% Increased
166
STRS Ohio
STRS Ohio
Ohio
$214M +$10.2M 10 0.85% Increased
167
Encompass Capital Advisors
Encompass Capital Advisors
New York
$212M +$103M 4 11.48% Increased
168
Groupama Asset Management
Groupama Asset Management
France
$212M +$193M 8 2.88% Increased
169
Yacktman Asset Management
Yacktman Asset Management
Texas
$208M -$170K 1 1.95% Reduced
170
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$206M -$2M 8 1.36% Reduced
171
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$205M +$748K 1 5.37% Increased
172
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$203M -$1.96M 8 0.41% Reduced
173
Empower Advisory Group
Empower Advisory Group
Colorado
$202M +$57.4M 5 0.75% Increased
174
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$201M -$16.3M 3 0.77% Reduced
175
Miller Howard Investments
Miller Howard Investments
New York
$200M -$1.35M 7 6.65% Reduced