← 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
Railway Pension Investments
Railway Pension Investments
United Kingdom
$183M +$70.5M 1 2.47% Increased
177
Empyrean Capital Partners
Empyrean Capital Partners
California
$179M +$14.4M 1 7.18% Increased
178
Corient Private Wealth
Corient Private Wealth
Florida
$172M -$14.8M 14 0.27% Reduced
179
Todd Asset Management
Todd Asset Management
Kentucky
$169M -$13.2M 5 3.42% Reduced
180
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$169M -$1.35M 10 0.39% Reduced
181
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$169M +$4.86M 7 3.54% Increased
182
Korea Investment Corp
Korea Investment Corp
South Korea
$167M -$17.1M 4 0.34% Reduced
183
Smead Capital Management
Smead Capital Management
Arizona
$166M -$12.7M 1 3.2% Reduced
184
Royal London Asset Management
Royal London Asset Management
United Kingdom
$166M -$11.2M 6 0.36% Reduced
185
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$165M +$37.6M 7 0.47% Increased
186
Findlay Park Partners
Findlay Park Partners
United Kingdom
$164M -$3M 1 1.73% Reduced
187
KCM
Kensico Capital Management
Connecticut
$164M $0 1 2.53% Maintained
188
Osaic Holdings
Osaic Holdings
Arizona
$163M +$27.1M 25 0.23% Increased
189
TimesSquare Capital Management
TimesSquare Capital Management
New York
$160M -$4.68M 3 2.29% Reduced
190
Creative Planning
Creative Planning
Kansas
$159M +$21.7M 17 0.12% Increased
191
STRS Ohio
STRS Ohio
Ohio
$154M -$5.72M 9 0.57% Reduced
192
RIA
Recurrent Investment Advisors
Texas
$154M -$6.62M 5 11.82% Reduced
193
National Bank of Canada
National Bank of Canada
Quebec, Canada
$154M -$35.7M 13 0.15% Reduced
194
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$152M -$7.5M 1 1.57% Reduced
195
Davis Selected Advisers
Davis Selected Advisers
Arizona
$151M +$1.3M 1 0.79% Increased
196
ACG
Aventail Capital Group
New York
$151M -$66.3M 8 7.01% Reduced
197
Great Lakes Advisors
Great Lakes Advisors
Illinois
$151M +$6M 6 1.26% Increased
198
PCM
Philosophy Capital Management
California
$151M -$9.89M 3 6.19% Reduced
199
Yacktman Asset Management
Yacktman Asset Management
Texas
$150M -$3.62M 1 2.07% Reduced
200
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$150M +$587K 4 0.47% Increased