← 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
$168M +$3.37M 13 1.28% Increased
202
Credit Agricole
Credit Agricole
France
$167M +$58.9M 7 0.52% Increased
203
Silvercrest Asset Management
Silvercrest Asset Management
New York
$166M -$4.26M 7 1.19% Reduced
204
FCIM
Fairview Capital Investment Management
California
$164M -$2.62M 3 8.71% Reduced
205
KCM
Kensico Capital Management
Connecticut
$162M $0 1 3.65% Maintained
206
US Bancorp
US Bancorp
Minnesota
$162M +$4.77M 21 0.22% Increased
207
ACG
Aventail Capital Group
New York
$160M -$51.9M 7 7.9% Reduced
208
Great Lakes Advisors
Great Lakes Advisors
Illinois
$159M +$3.37M 6 1.42% Increased
209
Hood River Capital Management
Hood River Capital Management
Florida
$159M +$97.9M 2 2.71% Increased
210
AMF Tjänstepension
AMF Tjänstepension
Sweden
$157M -$1.26M 4 1.16% Reduced
211
Truist Financial
Truist Financial
North Carolina
$157M -$10.8M 11 0.25% Reduced
212
Patient Capital Management
Patient Capital Management
Maryland
$152M +$29.1M 3 7.84% Increased
213
MBA
Maple-Brown Abbott
Australia
$152M +$59.3M 2 10.38% Increased
214
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$151M +$5.17M 9 0.3% Increased
215
1832 Asset Management
1832 Asset Management
Ontario, Canada
$151M +$71.1M 7 0.14% Increased
216
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$151M +$124M 5 0.32% Increased
217
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$151M +$14.4M 14 0.21% Increased
218
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$147M +$2.21M 8 3.51% Increased
219
Davis Selected Advisers
Davis Selected Advisers
Arizona
$147M +$3.12M 1 0.85% Increased
220
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$147M +$99.4M 4 0.6% Increased
221
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$146M +$33M 18 0.28% Increased
222
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$145M +$4.08M 13 0.42% Increased
223
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$143M -$6.89M 7 1.29% Reduced
224
Danske Bank
Danske Bank
Denmark
$143M +$40.2M 7 0.44% Increased
225
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$143M $0 2 0.13% Maintained