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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
401	London Company of Virginia Richmond, Virginia	$44.8M	+$41.5M	1	0.31%	New
402	HC Hillman Company Pittsburgh, Pennsylvania	$44.8M	$0	1	15.59%	Maintained
403	Axiom Investors Greenwich, Connecticut	$44.7M	+$21M	3	1.28%	Increased
404	Castleark Management Chicago, Illinois	$44.3M	-$1.24M	8	1.41%	Reduced
405	NONA Ninety One North America New York	$44.1M	+$10.8M	4	6.6%	Increased
406	Vaughan Nelson Investment Management Houston, Texas	$43.9M	+$17.6M	1	0.52%	Increased
407	GAI General American Investors New York	$43.3M	-$833K	2	4.38%	Reduced
408	ProShare Advisors Bethesda, Maryland	$43.3M	+$8.28M	20	0.48%	Increased
409	Wasatch Advisors Salt Lake City, Utah	$43.2M	+$1.01M	12	0.65%	Increased
410	SAM Sheffield Asset Management Chicago, Illinois	$43.2M	-$37.5M	1	11.65%	Reduced
411	MAMU Marathon Asset Management (UK) London, United Kingdom	$42.7M	-$407K	2	0.92%	Reduced
412	CIM Calvert Investment Management Bethesda, Maryland	$42.6M	-$668K	8	1.59%	Reduced
413	SCM Shapiro Capital Management Atlanta, Georgia	$42.6M	+$17M	1	1.09%	Increased
414	Brown Brothers Harriman & Co New York	$42M	-$399M	13	0.23%	Reduced
415	BOK Financial Tulsa, Oklahoma	$42M	-$3.88M	14	1.38%	Reduced
416	IAM Impax Asset Management Portsmouth, New Hampshire	$41.7M	+$11.7M	3	2.37%	Increased
417	Homestead Advisers Arlington, Virginia	$41.2M	$0	1	0.65%	Maintained
418	MPAM Monarch Partners Asset Management Boston, Massachusetts	$41.1M	+$28.2M	4	3.49%	Increased
419	ACM Argent Capital Management St Louis, Missouri	$41M	-$160K	2	1.66%	Reduced
420	AHL Partners London, United Kingdom	$40.6M	+$24.2M	18	1.24%	Increased
421	BAMCO Inc New York	$40.4M	-$688K	8	0.23%	Reduced
422	Johnson Investment Counsel Cincinnati, Ohio	$40.4M	+$75.7K	4	1.24%	Increased
423	ZDA Zweig-DiMenna Associates New York	$40.4M	+$2.43M	3	2.9%	Increased
424	AGF Investments Inc Toronto, Ontario, Canada	$39.6M	-$2.7M	5	0.46%	Reduced
425	TAM Tyers Asset Management Austin, Texas	$39.4M	+$38.2M	14	1.66%	New