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Oilfield Services

Service companies supply the rigs, pressure pumping, drilling fluids, and engineering that producers rely on rather than own. Their revenue tracks drilling activity, which moves faster and further in both directions than the oil price does.

88 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
226	Aviva London, United Kingdom	$136M	+$139M	8	1.37%	New
227	MAM Marketfield Asset Management New York	$135M	+$140M	1	2.27%	New
228	TGA Trilogy Global Advisors Winter Park, Florida	$133M	+$138M	3	3.08%	New
229	Public Employees Retirement Association of Colorado Denver, Colorado	$131M	+$133M	23	1.24%	New
230	HCM Highline Capital Management New York	$131M	+$129M	2	10.66%	New
231	THSP Taube Hodson Stonex Partners London, United Kingdom	$131M	+$142M	2	12.85%	New
232	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$131M	+$130M	3	1.95%	New
233	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$130M	+$133M	21	1.23%	New
234	AGA Altrinsic Global Advisors Stamford, Connecticut	$130M	+$134M	1	2.24%	New
235	HFA Harvest Fund Advisors Wayne, Pennsylvania	$130M	+$125M	2	5.22%	New
236	SSM Sound Shore Management Greenwich, Connecticut	$130M	+$134M	1	2.52%	New
237	TPSF Texas Permanent School Fund Austin, Texas	$129M	+$130M	18	1.35%	New
238	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$129M	+$127M	4	2.52%	New
239	Zurich Cantonal Bank Zurich, Switzerland	$129M	+$144M	11	4.5%	New
240	1919 Investment Counsel Baltimore, Maryland	$128M	+$129M	9	3%	New
241	WCMNY Westchester Capital Management (New York) Valhalla, New York	$127M	+$126M	2	2.36%	New
242	SIG Senator Investment Group New York	$125M	+$125M	1	1.95%	New
243	USSCPF United States Steel & Carnegie Pension Fund New York	$124M	+$128M	1	2.78%	New
244	Appaloosa Management Miami Beach, Florida	$123M	+$130M	1	1.77%	New
245	Geneva Capital Management Milwaukee, Wisconsin	$123M	+$120M	3	2.46%	New
246	MSA Mason Street Advisors Milwaukee, Wisconsin	$122M	+$123M	19	1.34%	New
247	Wellcome Trust London, United Kingdom	$122M	+$126M	1	4.31%	New
248	RS Investment Management San Francisco, California	$121M	+$128M	6	0.87%	New
249	AC Amici Capital New York	$120M	+$119M	3	4.4%	New
250	Pictet Asset Management (UK) London, United Kingdom	$120M	+$122M	8	0.69%	New