← 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
KCM
Kensico Capital Management
Connecticut
$154M -$11.3M 2 6.9% Reduced
177
Two Sigma Investments
Two Sigma Investments
New York
$147M -$39M 14 0.49% Reduced
178
MBA
Maple-Brown Abbott
Australia
$146M -$51.4M 2 14.56% Reduced
179
Equity Investment Corp
Equity Investment Corp
Georgia
$145M +$12.2M 2 5.37% Increased
180
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$144M -$29.2M 5 0.78% Reduced
181
M&G Investment Management
M&G Investment Management
United Kingdom
$144M +$7.47M 4 0.85% Increased
182
Pacer Advisors
Pacer Advisors
Pennsylvania
$144M +$35.9M 13 1.07% Increased
183
Royal London Asset Management
Royal London Asset Management
United Kingdom
$143M +$3.47M 5 0.66% Increased
184
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$141M +$12.8M 9 0.26% Increased
185
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$140M +$1.02M 4 0.6% Increased
186
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$140M -$65.7M 7 1.49% Reduced
187
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$139M -$3.65M 8 0.59% Reduced
188
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$138M +$1.47M 7 0.52% Increased
189
FCIM
Fairview Capital Investment Management
California
$137M -$12.1M 2 9.49% Reduced
190
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$136M +$11.5M 12 0.83% Increased
191
DPCM
Darlington Partners Capital Management
California
$135M +$2.91M 1 10.43% Increased
192
Gabelli Funds
Gabelli Funds
New York
$135M +$16M 12 1.03% Increased
193
Personal Capital Advisors
Personal Capital Advisors
California
$134M -$6.32M 4 0.7% Reduced
194
KBC Group
KBC Group
Belgium
$131M -$2.94M 6 0.65% Reduced
195
Aristotle Capital Management
Aristotle Capital Management
California
$129M +$63.2M 1 0.27% Increased
196
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$129M -$23M 1 1.98% Reduced
197
Capital Group Private Client Services
Capital Group Private Client Services
California
$128M -$8.92M 2 1.66% Reduced
198
Alyeska Investment Group
Alyeska Investment Group
Illinois
$125M +$30.6M 4 1.43% Increased
199
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$124M +$11.3M 6 0.55% Increased
200
Driehaus Capital Management
Driehaus Capital Management
Illinois
$123M +$44.2M 5 1.99% Increased