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 | |
|---|---|---|---|---|---|---|---|
| 51 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
| $565M | -$14.6M | 1 | 4.87% | Reduced |
|
| 52 |
OppenheimerFunds
New York
| $559M | -$41.5M | 29 | 0.7% | Reduced |
|
| 53 |
SP
SCF Partners
Houston,
Texas
| $554M | +$804K | 4 | 100% | Increased |
|
| 54 |
Renaissance Technologies
New York
| $548M | -$312M | 48 | 0.5% | Reduced |
|
| 55 |
TIAA CREF Investment Management
New York
| $545M | -$16M | 46 | 0.39% | Reduced |
|
| 56 |
Orbis Allan Gray
Hamilton,
Bermuda
| $542M | +$234M | 2 | 3.68% | Increased |
|
| 57 |
Barclays
London,
United Kingdom
| $536M | +$87.2M | 60 | 0.37% | Increased |
|
| 58 |
Parametric Portfolio Associates
Seattle,
Washington
| $527M | +$48.8M | 48 | 0.46% | Increased |
|
| 59 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| $520M | +$87M | 22 | 2.04% | Increased |
|
| 60 |
UBS AM
Chicago,
Illinois
| $517M | -$32M | 33 | 0.38% | Reduced |
|
| 61 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $508M | +$65.8M | 12 | 0.47% | Increased |
|
| 62 |
Swiss National Bank
Zurich,
Switzerland
| $493M | +$6.14M | 38 | 0.54% | Increased |
|
| 63 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| $492M | +$3.24M | 1 | 3.21% | Increased |
|
| 64 |
D.E. Shaw & Co
New York
| $477M | -$285M | 37 | 0.62% | Reduced |
|
| 65 |
Two Sigma Advisers
New York
| $461M | -$215M | 36 | 1.16% | Reduced |
|
| 66 |
Russell Investments Group
London,
United Kingdom
| $434M | -$4.12M | 41 | 0.8% | Reduced |
|
| 67 |
Principal Financial Group
Des Moines,
Iowa
| $430M | +$11.3M | 29 | 0.4% | Increased |
|
| 68 |
Credit Suisse
Zurich,
Switzerland
| $424M | -$44.7M | 43 | 0.39% | Reduced |
|
| 69 |
FS
Feinberg Stephen
| $423M | $0 | 1 | 40.25% | Maintained |
|
| 70 |
Teachers Advisors
New York
| $422M | -$49.7M | 47 | 0.52% | Reduced |
|
| 71 |
Temasek Holdings
Singapore
| $416M | $0 | 1 | 2.88% | Maintained |
|
| 72 |
New York State Common Retirement Fund
Albany,
New York
| $416M | +$3.21M | 50 | 0.53% | Increased |
|
| 73 |
Neuberger Berman Group
New York
| $411M | +$18.1M | 14 | 0.5% | Increased |
|
| 74 |
Primecap Management
Pasadena,
California
| $390M | -$4.08M | 4 | 0.29% | Reduced |
|
| 75 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $369M | +$125M | 57 | 0.16% | Increased |
|