← 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
Scout Investments
Scout Investments
Missouri
$147M +$12.3M 4 3.37% Increased
202
Verition Fund Management
Verition Fund Management
Connecticut
$146M +$67.3M 9 1.71% Increased
203
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$146M +$16.2M 2 2.94% Increased
204
Royal London Asset Management
Royal London Asset Management
United Kingdom
$146M -$30.4M 6 0.47% Reduced
205
Eagle Global Advisors
Eagle Global Advisors
Texas
$143M -$1.54M 5 9.28% Reduced
206
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$143M -$1.32M 4 0.67% Reduced
207
Two Sigma Investments
Two Sigma Investments
New York
$143M -$197M 14 0.38% Reduced
208
Silvercrest Asset Management
Silvercrest Asset Management
New York
$139M +$2.51M 5 1.06% Increased
209
National Bank of Canada
National Bank of Canada
Quebec, Canada
$139M +$3.55M 17 0.21% Increased
210
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$138M +$350K 1 1.35% Increased
211
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$138M $0 2 3.13% Maintained
212
Appaloosa LP
Appaloosa LP
New Jersey
$137M $0 1 2.71% Maintained
213
Westwood Global Investments
Westwood Global Investments
Massachusetts
$136M +$2.43M 1 7.16% Increased
214
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$136M -$57.3M 6 0.42% Reduced
215
GKFF
George Kaiser Family Foundation
Oklahoma
$134M $0 1 25.23% Maintained
216
Empower Advisory Group
Empower Advisory Group
Colorado
$134M +$1.92M 4 0.59% Increased
217
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$132M +$1.52M 14 0.58% Increased
218
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$131M $0 2 0.13% Maintained
219
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$131M +$5.08M 13 0.24% Increased
220
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$129M -$11.8M 8 0.58% Reduced
221
EARNEST Partners
EARNEST Partners
Georgia
$128M -$1.71M 8 0.74% Reduced
222
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$125M -$27.4M 8 2.86% Reduced
223
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$125M -$17.5M 10 1.19% Reduced
224
MBA
Maple-Brown Abbott
Australia
$124M -$10.8M 2 14.27% Reduced
225
KCM
Kensico Capital Management
Connecticut
$124M -$12.3M 1 5.24% Reduced