← 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
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$151M +$29M 2 1.33% Increased
202
Eagle Global Advisors
Eagle Global Advisors
Texas
$150M -$6.27M 5 8.44% Reduced
203
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$149M +$6.15M 6 0.4% Increased
204
Encompass Capital Advisors
Encompass Capital Advisors
New York
$148M -$50.5M 3 8.02% Reduced
205
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$147M +$63.5M 3 2.02% Increased
206
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$144M +$34.9M 5 0.29% Increased
207
MBA
Maple-Brown Abbott
Australia
$144M +$16.4M 2 14.69% Increased
208
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$144M +$18.7M 1 2.93% Increased
209
Cambiar Investors
Cambiar Investors
Colorado
$141M +$27.4M 6 5.25% Increased
210
Empower Advisory Group
Empower Advisory Group
Colorado
$141M +$4.76M 5 0.53% Increased
211
DPCM
Darlington Partners Capital Management
California
$140M $0 1 8.03% Maintained
212
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$139M +$542K 4 0.54% Increased
213
Squarepoint
Squarepoint
New York
$139M +$61.1M 13 0.24% Increased
214
Patient Capital Management
Patient Capital Management
Maryland
$137M +$11.1M 2 6.68% Increased
215
ING Group
ING Group
Netherlands
$136M +$42.4M 4 0.93% Increased
216
Appaloosa LP
Appaloosa LP
New Jersey
$136M -$16.6M 1 2.01% Reduced
217
Nomura Asset Management
Nomura Asset Management
Japan
$136M +$2.31M 6 0.49% Increased
218
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$134M $0 2 0.12% Maintained
219
Osaic Holdings
Osaic Holdings
Arizona
$134M -$37.5M 24 0.3% Reduced
220
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$133M -$40.6M 10 0.21% Reduced
221
FCIM
Fairview Capital Investment Management
California
$131M -$11.2M 2 7.39% Reduced
222
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$130M +$1.84M 8 2.59% Increased
223
Mariner
Mariner
Kansas
$129M -$1.25M 17 0.27% Reduced
224
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$127M +$5.23M 8 2.33% Increased
225
GKFF
George Kaiser Family Foundation
Oklahoma
$126M $0 1 23.86% Maintained