← 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
176
Capital Wealth Planning
Capital Wealth Planning
Florida
$95.5M +$24.7M 1 2.68% Increased
177
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$94.8M -$6.11M 2 0.96% Reduced
178
CBT
Capital Bank & Trust
California
$94.2M +$18.5M 2 1.09% Increased
179
MVP
Miller Value Partners
Florida
$92.5M +$153K 1 2.2% Increased
180
Chevy Chase Trust
Chevy Chase Trust
Maryland
$90.8M -$3.75M 4 0.31% Reduced
181
Gabelli Funds
Gabelli Funds
New York
$90.5M +$52.9K 9 0.58% Increased
182
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$89.9M +$27.5K 3 0.3% Increased
183
FCM
Freshford Capital Management
New York
$89.5M -$4.65M 1 12.17% Reduced
184
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$87.7M +$23.8M 8 0.81% Increased
185
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$87.6M +$67M 9 0.19% Increased
186
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$87.3M +$99.5M 3 0.68% New
187
Asset Management One
Asset Management One
Japan
$86.7M +$407K 4 0.32% Increased
188
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$86.3M +$3.49M 7 0.13% Increased
189
RGI
River Global Investors
United Kingdom
$86.2M +$4.38M 1 5.58% Increased
190
Aviva
Aviva
United Kingdom
$85.7M +$5.08M 4 0.38% Increased
191
Truist Financial
Truist Financial
North Carolina
$84.6M +$15.4M 9 0.14% Increased
192
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$84.1M +$37.7M 4 0.1% Increased
193
Yacktman Asset Management
Yacktman Asset Management
Texas
$81M -$12.4M 1 0.79% Reduced
194
VM
Valinor Management
New York
$80.7M $0 1 100% Maintained
195
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$79.5M +$6.2M 2 0.4% Increased
196
Royal London Asset Management
Royal London Asset Management
United Kingdom
$79.1M +$20.8M 5 0.32% Increased
197
Boston Trust Walden
Boston Trust Walden
Massachusetts
$77.7M +$4.38M 3 0.69% Increased
198
MetLife Investment Management
MetLife Investment Management
New Jersey
$75.7M -$546K 9 0.66% Reduced
199
RA
RR Advisors
Texas
$75.3M -$8.8M 2 14.04% Reduced
200
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$74.7M +$15.5M 7 0.51% Increased