← 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
FCM
Freshford Capital Management
New York
$47.4M -$3.98M 1 8.64% Reduced
202
Osaic Holdings
Osaic Holdings
Arizona
$46.9M -$15.3M 21 0.16% Reduced
203
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$46.3M -$2.77M 5 0.12% Reduced
204
Truist Financial
Truist Financial
North Carolina
$46.1M +$3.53M 8 0.1% Increased
205
Railway Pension Investments
Railway Pension Investments
United Kingdom
$46.1M -$3.11M 2 0.52% Reduced
206
Marshall Wace North America
Marshall Wace North America
New York
$45.9M +$7.96M 5 0.3% Increased
207
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$45.8M -$20.4M 15 0.08% Reduced
208
Miller Howard Investments
Miller Howard Investments
New York
$43.2M -$15.4M 5 2.16% Reduced
209
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$42.7M -$6.42M 4 0.35% Reduced
210
VM
Valinor Management
New York
$42.2M $0 1 100% Maintained
211
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$41.8M -$4.38M 6 0.05% Reduced
212
Phoenix Financial
Phoenix Financial
Israel
$41M +$22.6M 2 1.74% Increased
213
Scout Investments
Scout Investments
Missouri
$40.7M -$14.2M 3 0.97% Reduced
214
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$40.2M -$74.5K 1 0.59% Reduced
215
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$40M +$3.62M 8 0.12% Increased
216
Holocene Advisors
Holocene Advisors
New York
$39.9M -$27.5M 1 0.35% Reduced
217
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$39.6M +$3.27M 4 0.5% Increased
218
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$39.2M -$4.13M 3 1.42% Reduced
219
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$39M -$3.08M 2 1.12% Reduced
220
Royal London Asset Management
Royal London Asset Management
United Kingdom
$37.9M -$1.25M 4 0.26% Reduced
221
AIG
American International Group
New York
$37.9M +$468K 11 0.18% Increased
222
Rockefeller Capital Management
Rockefeller Capital Management
New York
$37.5M +$3.84M 12 0.39% Increased
223
Boston Trust Walden
Boston Trust Walden
Massachusetts
$36.8M +$3.14M 2 0.5% Increased
224
Encompass Capital Advisors
Encompass Capital Advisors
New York
$36.7M -$15.8M 2 4.9% Reduced
225
LPL Financial
LPL Financial
California
$36.6M +$4.77M 11 0.06% Increased