← 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
201
PC
Passport Capital
California
$82.9M +$22.6M 2 1.67% Increased
202
TBC
Three Bays Capital
Massachusetts
$82.8M +$45.1M 1 3.43% Increased
203
Cullen Capital Management
Cullen Capital Management
New York
$82.5M -$596K 2 2.63% Reduced
204
Thomaspartners
Thomaspartners
Massachusetts
$82.4M +$2.93M 2 1.33% Increased
205
Chevy Chase Trust
Chevy Chase Trust
Maryland
$81.8M +$1.07M 4 0.49% Increased
206
Fidelity International
Fidelity International
Bermuda
$80.6M +$55.3M 3 0.26% Increased
207
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$80.5M +$24.8M 2 0.44% Increased
208
HighTower Advisors
HighTower Advisors
Illinois
$80.3M +$20.5M 6 1.29% Increased
209
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$77.5M +$643K 5 0.45% Increased
210
Adage Capital Partners
Adage Capital Partners
Massachusetts
$76.5M -$24.4M 3 0.19% Reduced
211
Credit Agricole
Credit Agricole
France
$76.1M -$5.22M 4 0.36% Reduced
212
Axa
Axa
France
$75.8M -$747K 4 0.3% Reduced
213
GL
GLG LLC
New York
$75.2M +$18.2M 3 1.6% Increased
214
Aperio Group
Aperio Group
California
$75.1M +$10.3M 9 0.77% Increased
215
Icahn Carl
Icahn Carl
Florida
$74.5M +$80.6M 1 0.24% New
216
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$74.4M +$457K 1 2.04% Increased
217
City National Bank
City National Bank
Delaware
$73.7M -$1.1M 7 0.61% Reduced
218
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$73.6M +$4.56M 8 1.38% Increased
219
NCA
Newbrook Capital Advisors
New York
$71.9M +$21.8M 2 8.88% Increased
220
PCM
Pennant Capital Management
New Jersey
$69.2M -$47.9M 1 1.37% Reduced
221
FC
Finepoint Capital
Massachusetts
$66.6M $0 1 19.31% Maintained
222
BIC
Beach Investment Counsel
Pennsylvania
$66.3M $0 2 6.58% Maintained
223
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$65.6M -$3.58M 4 0.53% Reduced
224
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$65.2M -$10.9M 4 1.32% Reduced
225
Boston Partners
Boston Partners
Massachusetts
$64.9M +$15.7M 3 0.09% Increased