← 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
Boston Trust Walden
Boston Trust Walden
Massachusetts
$65.5M +$4.73M 3 0.63% Increased
202
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$64.8M -$2.72M 3 0.35% Reduced
203
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$63.9M -$20.5M 1 0.74% Reduced
204
Truist Financial
Truist Financial
North Carolina
$63.7M +$1.33M 7 0.11% Increased
205
Prudential plc
Prudential plc
United Kingdom
$63.6M -$64.1M 3 0.44% Reduced
206
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$63.3M -$7.51M 5 3.68% Reduced
207
MetLife Investment Management
MetLife Investment Management
New Jersey
$62.1M +$3.53M 10 0.57% Increased
208
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$62M -$1.25M 7 0.61% Reduced
209
Driehaus Capital Management
Driehaus Capital Management
Illinois
$61.7M +$2.26M 1 0.91% Increased
210
AQR Capital Management
AQR Capital Management
Connecticut
$61.4M +$8.23M 6 0.1% Increased
211
RA
RR Advisors
Texas
$61.2M -$2.81M 1 15.11% Reduced
212
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$60.3M -$10.7M 11 0.88% Reduced
213
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$60.2M +$6.28M 4 0.38% Increased
214
Hood River Capital Management
Hood River Capital Management
Florida
$59.4M +$15.1M 1 1.91% Increased
215
Capital Wealth Planning
Capital Wealth Planning
Florida
$59.1M -$33.1M 1 1.93% Reduced
216
PointState Capital
PointState Capital
New York
$57.8M +$54.9M 1 1.14% New
217
Holocene Advisors
Holocene Advisors
New York
$57.4M -$116M 4 0.36% Reduced
218
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$57.4M -$3.37M 8 0.34% Reduced
219
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$57.2M +$45.9M 4 0.45% Increased
220
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$56.9M -$19.6M 5 0.43% Reduced
221
Swedbank
Swedbank
Sweden
$56.8M +$54.3M 3 0.12% New
222
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$56M -$3.51M 8 1.05% Reduced
223
Marshall Wace North America
Marshall Wace North America
New York
$55.4M +$24.4M 7 0.23% Increased
224
Wedge Capital Management
Wedge Capital Management
North Carolina
$55.1M -$14.5M 4 0.66% Reduced
225
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$54.1M -$28.6M 3 1.8% Reduced