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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
426	Jane Street New York	$70.6M	-$12.5M	14	0.9%	Reduced
427	Nomura Asset Management Tokyo, Japan	$70.4M	-$2.82M	10	1.3%	Reduced
428	Gofen & Glossberg Chicago, Illinois	$70.4M	-$2.07M	5	3.11%	Reduced
429	Nomura Holdings Tokyo, Japan	$70.2M	-$11.1M	22	0.02%	Reduced
430	CPIM Columbia Partners Investment Management Alexandria, Virginia	$70.1M	-$3.43M	8	3.24%	Reduced
431	CC Curian Capital Denver, Colorado	$70.1M	+$10.3M	6	1.23%	Increased
432	Madison Investment Holdings Madison, Wisconsin	$69.2M	-$22.6M	2	1.42%	Reduced
433	VDBMI Van Den Berg Management I Austin, Texas	$69M	-$8.4M	4	4.95%	Reduced
434	OI Oakbrook Investments Lisle, Illinois	$67.9M	+$5.32M	8	2.05%	Increased
435	Capital International Sarl Los Angeles, California	$67.8M	+$600K	3	3.79%	Increased
436	Mitsubishi UFJ Asset Management Tokyo, Japan	$67.4M	-$3.04M	10	1.73%	Reduced
437	R.M. Davis Inc Portland, Maine	$67M	+$769K	4	3.86%	Increased
438	SAM Shell Asset Management The Hague, Netherlands	$66.8M	+$337K	14	1.03%	Increased
439	DCM Daruma Capital Management New York	$66.3M	-$379K	1	2.71%	Reduced
440	HCM Hodges Capital Management Dallas, Texas	$66.2M	-$74K	5	3.1%	Reduced
441	ALA Atherton Lane Advisers Menlo Park, California	$66.2M	+$93.1K	4	3.68%	Increased
442	QS Investors New York	$66.1M	+$15.8M	10	1.77%	Increased
443	PHS PFM Health Sciences San Francisco, California	$65.9M	-$96.5M	1	1.32%	Reduced
444	Hardman Johnston Global Advisors Stamford, Connecticut	$65.6M	+$15.7M	2	3.5%	Increased
445	MIU Man Investments (UK) London, United Kingdom	$65.5M	+$37.6M	19	5.1%	Increased
446	Royal London Asset Management United Kingdom	$65.3M	-$1.13M	7	1.5%	Reduced
447	CC Cannell & Co New York	$65.2M	-$22.9M	2	2%	Reduced
448	DMK David M. Knott	$65.1M	-$14M	4	11.67%	Reduced
449	DnB Asset Management Oslo, Norway	$64.6M	+$56.6M	4	1.37%	New
450	LPU Lansdowne Partners (UK) London, United Kingdom	$63.5M	+$57.3M	2	0.6%	New