← 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
NIM
NXG Investment Management
Texas
$162M -$11.3M 5 16.3% Reduced
177
Great Lakes Advisors
Great Lakes Advisors
Illinois
$162M +$101M 3 1.47% Increased
178
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$161M -$1.66M 6 1.37% Reduced
179
M&G Investment Management
M&G Investment Management
United Kingdom
$159M +$15.9M 4 0.75% Increased
180
Icahn Carl
Icahn Carl
Florida
$158M $0 1 0.72% Maintained
181
Merewether Investment Management
Merewether Investment Management
Texas
$157M +$36.4M 5 13.87% Increased
182
DPCM
Darlington Partners Capital Management
California
$156M +$37.4M 1 11.76% Increased
183
Marshall Wace
Marshall Wace
United Kingdom
$153M +$74.5M 10 0.32% Increased
184
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$152M +$3.23M 4 0.96% Increased
185
AQR Capital Management
AQR Capital Management
Connecticut
$150M -$71.7M 10 0.33% Reduced
186
DZ Bank
DZ Bank
Germany
$149M +$34.2M 8 0.25% Increased
187
FCIM
Fairview Capital Investment Management
California
$147M -$3.53M 2 9.61% Reduced
188
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$146M -$3.5M 7 0.52% Reduced
189
US Bancorp
US Bancorp
Minnesota
$146M -$182K 17 0.25% Reduced
190
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$145M +$96.4M 8 3.24% Increased
191
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$145M -$22.5M 2 2.55% Reduced
192
Gabelli Funds
Gabelli Funds
New York
$145M -$2.43M 12 1.1% Reduced
193
Pzena Investment Management
Pzena Investment Management
New York
$143M -$16.3M 1 0.62% Reduced
194
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$142M -$1.03M 8 1.18% Reduced
195
Capital Group Private Client Services
Capital Group Private Client Services
California
$141M +$21M 2 1.75% Increased
196
Osaic Holdings
Osaic Holdings
Arizona
$140M -$3.61M 25 0.26% Reduced
197
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$140M -$68.7M 1 3.62% Reduced
198
MBA
Maple-Brown Abbott
Australia
$139M +$14.7M 2 15.85% Increased
199
Aristotle Capital Management
Aristotle Capital Management
California
$139M -$677K 1 0.29% Reduced
200
Squarepoint
Squarepoint
New York
$137M +$95M 10 0.56% Increased