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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
326
Sprucegrove Investment Management
Sprucegrove Investment Management
Ontario, Canada
$44.7M -$3.88M 2 1.8% Reduced
327
CCM
Cadence Capital Management
Massachusetts
$44.4M -$2.37M 8 3.12% Reduced
328
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$44M -$1.12M 2 1.12% Reduced
329
OAM
Oxford Asset Management
United Kingdom
$43.6M +$10.6M 13 1.25% Increased
330
Davenport & Co
Davenport & Co
Virginia
$43.5M +$3.77M 6 0.68% Increased
331
Channing Capital Management
Channing Capital Management
Illinois
$43.4M -$9.09M 2 1.93% Reduced
332
Fred Alger Management
Fred Alger Management
New York
$43M +$34.6M 6 0.22% Increased
333
Nomura Asset Management
Nomura Asset Management
Japan
$42.4M +$834K 8 0.81% Increased
334
Edge Asset Management
Edge Asset Management
Washington
$42.1M +$523K 4 0.4% Increased
335
HighTower Advisors
HighTower Advisors
Illinois
$41.8M -$2.41M 11 0.14% Reduced
336
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$41.8M -$14.2M 5 1.09% Reduced
337
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$41.6M +$3.46M 8 1.33% Increased
338
Academy Capital Management
Academy Capital Management
Texas
$41.4M +$9.18M 3 10.04% Increased
339
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$41.4M -$2.03M 1 1.88% Reduced
340
QV Investors
QV Investors
Alberta, Canada
$41.2M +$725K 2 5.49% Increased
341
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$41.2M -$13.6M 7 0.3% Reduced
342
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$41.1M +$173K 2 1.54% Increased
343
Clarkston Capital Partners
Clarkston Capital Partners
Michigan
$40.6M +$1.98M 1 2.25% Increased
344
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.5M -$4.3M 19 0.27% Reduced
345
HI
Honeywell International
North Carolina
$40.4M +$1000K 2 1.02% Increased
346
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$40.4M -$3.72M 6 0.69% Reduced
347
Huntington National Bank
Huntington National Bank
Ohio
$40.3M +$6.24M 17 0.98% Increased
348
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$40.1M +$10.1M 9 0.32% Increased
349
LPL Financial
LPL Financial
California
$40M -$3.07M 20 0.11% Reduced
350
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$39.7M +$4.27M 2 0.84% Increased