← 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
GQG Partners
GQG Partners
Florida
$228M +$200M 3 0.36% Increased
152
DZ Bank
DZ Bank
Germany
$228M -$625M 6 0.26% Reduced
153
Korea Investment Corp
Korea Investment Corp
South Korea
$228M +$2.38M 4 0.55% Increased
154
VOYA Investment Management
VOYA Investment Management
Georgia
$227M +$12.6M 14 0.25% Increased
155
GKFF
George Kaiser Family Foundation
Oklahoma
$225M $0 1 33.1% Maintained
156
PointState Capital
PointState Capital
New York
$225M +$155M 2 3.26% Increased
157
Smead Capital Management
Smead Capital Management
Arizona
$225M -$547K 1 3.85% Reduced
158
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$224M +$29.7M 2 0.8% Increased
159
Marshall Wace
Marshall Wace
United Kingdom
$223M -$85.2M 14 0.28% Reduced
160
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$220M -$21.5M 6 0.55% Reduced
161
DPCM
Darlington Partners Capital Management
California
$218M -$62.3M 1 7.29% Reduced
162
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$215M -$45.9M 9 0.47% Reduced
163
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$215M +$27.8M 5 0.7% Increased
164
Equity Investment Corp
Equity Investment Corp
Georgia
$215M +$5.98M 2 4.8% Increased
165
STRS Ohio
STRS Ohio
Ohio
$213M -$141K 10 0.89% Reduced
166
GMP
Great Mountain Partners
Connecticut
$212M $0 1 100% Maintained
167
Encompass Capital Advisors
Encompass Capital Advisors
New York
$210M -$31.2M 4 8.02% Reduced
168
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$207M +$827K 6 1.22% Increased
169
Miller Howard Investments
Miller Howard Investments
New York
$206M -$11.6M 7 6.55% Reduced
170
Canada Life
Canada Life
Manitoba, Canada
$204M +$3.86M 7 0.36% Increased
171
Perpetual Ltd
Perpetual Ltd
Australia
$201M -$74.1M 6 2.43% Reduced
172
Eagle Global Advisors
Eagle Global Advisors
Texas
$199M +$12.5M 6 8.21% Increased
173
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$195M -$9.91M 7 0.45% Reduced
174
Findlay Park Partners
Findlay Park Partners
United Kingdom
$193M +$2.45M 1 1.98% Increased
175
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$192M +$6.33M 1 1.92% Increased