← 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
AMF Tjänstepension
AMF Tjänstepension
Sweden
$185M +$5.75M 4 1.33% Increased
177
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$179M -$11.3M 3 0.56% Reduced
178
Yacktman Asset Management
Yacktman Asset Management
Texas
$177M -$14.3M 1 1.82% Reduced
179
Truist Financial
Truist Financial
North Carolina
$175M -$68.4M 11 0.27% Reduced
180
GKFF
George Kaiser Family Foundation
Oklahoma
$173M $0 1 26.42% Maintained
181
M&T Bank
M&T Bank
New York
$173M -$13.1M 13 0.57% Reduced
182
Eagle Global Advisors
Eagle Global Advisors
Texas
$170M +$6.65M 6 8.43% Increased
183
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$169M +$11.3M 10 0.42% Increased
184
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$166M -$2.95M 1 1.51% Reduced
185
Cardano Risk Management
Cardano Risk Management
Netherlands
$166M +$2.89M 1 2.93% Increased
186
Hamlin Capital Management
Hamlin Capital Management
New York
$165M +$17.1M 1 4.14% Increased
187
M&G plc
M&G plc
United Kingdom
$165M +$11M 5 0.59% Increased
188
Marshall Wace
Marshall Wace
United Kingdom
$162M +$47.6M 13 0.2% Increased
189
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$161M +$2.64M 14 0.21% Increased
190
SCM
SIR Capital Management
New York
$160M +$83.5M 8 15.59% Increased
191
Gabelli Funds
Gabelli Funds
New York
$160M +$3.41M 13 1.15% Increased
192
Donald Smith & Co
Donald Smith & Co
New York
$157M -$1.11M 2 3.69% Reduced
193
TPG GP A
TPG GP A
Texas
$153M -$48.2M 1 2.61% Reduced
194
Royal London Asset Management
Royal London Asset Management
United Kingdom
$151M -$2.82M 6 0.37% Reduced
195
US Bancorp
US Bancorp
Minnesota
$151M -$7.51M 18 0.19% Reduced
196
Great Lakes Advisors
Great Lakes Advisors
Illinois
$150M -$15.1M 7 1.25% Reduced
197
HRT Financial
HRT Financial
New York
$149M -$11M 10 0.74% Reduced
198
Zacks Investment Management
Zacks Investment Management
Illinois
$149M +$13.8M 5 1.29% Increased
199
Davis Selected Advisers
Davis Selected Advisers
Arizona
$148M +$113M 1 0.83% Increased
200
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$146M -$24.7M 9 1.28% Reduced