← 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
Magellan Asset Management
Magellan Asset Management
Australia
$171M -$21.3M 1 1.96% Reduced
177
VOYA Investment Management
VOYA Investment Management
Georgia
$171M -$38.6M 13 0.17% Reduced
178
PCM
Philosophy Capital Management
California
$171M +$12.6M 3 8.37% Increased
179
KCM
Kensico Capital Management
Connecticut
$170M $0 1 3.28% Maintained
180
Smead Capital Management
Smead Capital Management
Arizona
$169M -$22.7M 1 3.39% Reduced
181
Korea Investment Corp
Korea Investment Corp
South Korea
$168M -$44.5M 4 0.37% Reduced
182
RIA
Recurrent Investment Advisors
Texas
$168M -$13M 5 13.59% Reduced
183
TimesSquare Capital Management
TimesSquare Capital Management
New York
$168M +$28.4M 3 2.42% Increased
184
Gates Capital Management
Gates Capital Management
New York
$167M +$34.7M 1 2.88% Increased
185
US Bancorp
US Bancorp
Minnesota
$164M +$15.5M 20 0.21% Increased
186
Aviva
Aviva
United Kingdom
$163M -$8.16M 4 0.34% Reduced
187
Empyrean Capital Partners
Empyrean Capital Partners
California
$162M $0 1 5.43% Maintained
188
Royal London Asset Management
Royal London Asset Management
United Kingdom
$161M -$5.03M 6 0.37% Reduced
189
Findlay Park Partners
Findlay Park Partners
United Kingdom
$159M -$5.79M 1 1.64% Reduced
190
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$159M +$9.32M 8 3.47% Increased
191
Silvercrest Asset Management
Silvercrest Asset Management
New York
$159M +$2.11M 7 1.07% Increased
192
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$158M +$7.83M 8 3.19% Increased
193
FCIM
Fairview Capital Investment Management
California
$158M -$9.83M 3 8.17% Reduced
194
Gabelli Funds
Gabelli Funds
New York
$157M +$229K 13 1.12% Increased
195
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$155M -$16.9M 10 0.38% Reduced
196
NSGL
No Street GP LP
California
$155M -$33M 1 11.4% Reduced
197
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$152M -$12M 1 1.52% Reduced
198
STRS Ohio
STRS Ohio
Ohio
$147M -$53.4M 9 0.55% Reduced
199
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$146M +$6.51M 18 0.25% Increased
200
Yacktman Asset Management
Yacktman Asset Management
Texas
$146M -$5.42M 1 1.96% Reduced
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