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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
376	Huntington National Bank Columbus, Ohio	$75.6M	-$4.38M	9	1.55%	Reduced
377	VDBMI Van Den Berg Management I Austin, Texas	$75.5M	+$23.9M	4	5.87%	Increased
378	THSP Taube Hodson Stonex Partners London, United Kingdom	$75.2M	-$3.09M	2	6.45%	Reduced
379	Gotham Asset Management New York	$75.1M	+$6.49M	16	0.75%	Increased
380	Jacobs Levy Equity Management Florham Park, New Jersey	$74.8M	+$24.8M	9	1.25%	Increased
381	GH GAM Holding Zurich, Switzerland	$74.4M	+$8.53M	17	1.08%	Increased
382	DMK David M. Knott	$73.8M	+$16.8M	5	14.04%	Increased
383	New Mountain Vantage Advisers New York	$73.6M	+$25.2M	1	3.2%	Increased
384	NI Nuance Investments Kansas City, Missouri	$73.4M	+$45.6M	1	7.41%	Increased
385	NA Navellier & Associates Reno, Nevada	$73.2M	+$30.5M	6	3.68%	Increased
386	Gulf International Bank (UK) London, United Kingdom	$72.3M	+$345	7	1.34%	Increased
387	SIC Schwartz Investment Counsel Plymouth, Michigan	$71.9M	-$706K	5	5.15%	Reduced
388	SGAM Smith Group Asset Management Dallas, Texas	$71.3M	-$1.04M	5	2.64%	Reduced
389	Frontier Capital Management Boston, Massachusetts	$71.2M	-$2.93M	3	0.57%	Reduced
390	Welch & Forbes Boston, Massachusetts	$70.8M	+$4.46M	7	2.16%	Increased
391	Cullen/Frost Bankers San Antonio, Texas	$70.7M	+$3.18M	3	2.86%	Increased
392	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$70.5M	-$2.06M	3	0.42%	Reduced
393	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$70M	-$2.39M	4	2.57%	Reduced
394	Markel Group Glen Allen, Virginia	$69.8M	+$4.42M	4	1.97%	Increased
395	Natixis Advisors Boston, Massachusetts	$69.5M	-$42.1M	13	1.39%	Reduced
396	HBK Investments Dallas, Texas	$69.3M	+$19.7M	13	1.07%	Increased
397	CCP Clough Capital Partners Boston, Massachusetts	$68.9M	-$39.1M	6	2.58%	Reduced
398	MGC Merchants' Gate Capital New York	$68.5M	-$9.55M	1	5.4%	Reduced
399	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$68.4M	-$2.27M	10	1.46%	Reduced
400	Rothschild & Co Asset Management US Stamford, Connecticut	$68.3M	-$17.9M	4	1.46%	Reduced