← 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
Gabelli Funds
Gabelli Funds
New York
$157M -$1.16M 12 1.18% Reduced
202
Hamlin Capital Management
Hamlin Capital Management
New York
$155M +$62.7K 1 3.85% Increased
203
Hood River Capital Management
Hood River Capital Management
Florida
$155M +$106M 1 2.29% New
204
Silvercrest Asset Management
Silvercrest Asset Management
New York
$155M +$23M 7 1.04% Increased
205
AMF Tjänstepension
AMF Tjänstepension
Sweden
$154M -$33.1M 4 1.1% Reduced
206
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$153M -$3.41M 8 3.31% Reduced
207
Mariner
Mariner
Kansas
$153M +$10M 18 0.26% Increased
208
FCIM
Fairview Capital Investment Management
California
$152M -$2.06M 2 7.87% Reduced
209
Aviva
Aviva
United Kingdom
$152M +$16.6M 4 0.39% Increased
210
US Bancorp
US Bancorp
Minnesota
$150M +$3.84M 18 0.2% Increased
211
KCM
Kensico Capital Management
Connecticut
$150M $0 1 3.43% Maintained
212
SCM
SIR Capital Management
New York
$148M -$19.4M 7 15.25% Reduced
213
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$146M +$25.2M 9 0.23% Increased
214
Great Lakes Advisors
Great Lakes Advisors
Illinois
$145M +$2.48M 7 1.24% Increased
215
Brown Advisory
Brown Advisory
Maryland
$144M -$6.8M 9 0.18% Reduced
216
Empyrean Capital Partners
Empyrean Capital Partners
California
$144M +$13.1M 1 6.58% Increased
217
Man Group
Man Group
United Kingdom
$143M -$93.9M 7 0.38% Reduced
218
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$142M -$17M 5 0.46% Reduced
219
Brandes Investment Partners
Brandes Investment Partners
California
$140M +$6.65M 3 1.56% Increased
220
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$140M +$26.4M 13 0.4% Increased
221
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$138M +$263K 9 1.21% Increased
222
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$137M +$21.6M 4 0.82% Increased
223
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$136M +$138M 10 0.65% New
224
Donald Smith & Co
Donald Smith & Co
New York
$136M -$24.7M 2 3.25% Reduced
225
Davis Selected Advisers
Davis Selected Advisers
Arizona
$136M -$3.91M 1 0.79% Reduced