← 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
Cullen Capital Management
Cullen Capital Management
New York
$190M -$3.07M 5 2.19% Reduced
177
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$189M -$293M 5 0.31% Reduced
178
LM
Luminus Management
Texas
$189M +$267M 1 62.36% New
179
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$187M -$91.3M 5 1.35% Reduced
180
Los Angeles Capital Management
Los Angeles Capital Management
California
$186M +$99.9M 7 0.82% Increased
181
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$186M -$20.4M 3 1.64% Reduced
182
Todd Asset Management
Todd Asset Management
Kentucky
$185M -$6.41M 5 4.36% Reduced
183
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$185M +$5.55M 9 0.48% Increased
184
Verition Fund Management
Verition Fund Management
Connecticut
$184M -$42.1M 17 0.86% Reduced
185
Magellan Asset Management
Magellan Asset Management
Australia
$182M -$8.94M 1 2.21% Reduced
186
Hamlin Capital Management
Hamlin Capital Management
New York
$181M +$15.9M 1 4.34% Increased
187
Cardano Risk Management
Cardano Risk Management
Netherlands
$181M -$6.51M 1 2.87% Reduced
188
RIA
Recurrent Investment Advisors
Texas
$180M +$3.89M 5 15.24% Increased
189
Freestone Grove Partners
Freestone Grove Partners
California
$179M -$19M 4 1.84% Reduced
190
Man Group
Man Group
United Kingdom
$178M +$27.3M 8 0.45% Increased
191
Royal London Asset Management
Royal London Asset Management
United Kingdom
$178M +$12.6M 6 0.42% Increased
192
Mariner
Mariner
Kansas
$178M +$17.6M 19 0.3% Increased
193
Yacktman Asset Management
Yacktman Asset Management
Texas
$177M -$19.7M 1 2.33% Reduced
194
Corient Private Wealth
Corient Private Wealth
Florida
$177M -$48.3M 13 0.29% Reduced
195
AGF Management
AGF Management
Ontario, Canada
$176M +$55.1M 4 0.93% Increased
196
M&T Bank
M&T Bank
New York
$176M -$657K 14 0.64% Reduced
197
PCM
Philosophy Capital Management
California
$174M +$42.2M 3 12.36% Increased
198
Aviva
Aviva
United Kingdom
$169M +$23M 4 0.41% Increased
199
Empyrean Capital Partners
Empyrean Capital Partners
California
$169M $0 1 5.99% Maintained
200
NSGL
No Street GP LP
California
$168M +$16.6M 1 13.11% Increased