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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
76	SP SCF Partners Houston, Texas	$503M	$0	1	100%	Maintained
77	PNC Financial Services Group Pittsburgh, Pennsylvania	$498M	-$65.3M	36	0.55%	Reduced
78	Prudential Financial Newark, New Jersey	$489M	-$15M	27	0.89%	Reduced
79	TCW Group Los Angeles, California	$488M	-$160M	10	2.04%	Reduced
80	Schroder Investment Management Group London, United Kingdom	$485M	-$2.07M	10	0.95%	Reduced
81	Capital International Investors Los Angeles, California	$474M	+$54.7M	3	0.97%	Increased
82	AL AJO LP Philadelphia, Pennsylvania	$474M	+$269M	8	2.01%	Increased
83	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$470M	-$31.5M	9	1.11%	Reduced
84	Susquehanna International Group Bala Cynwyd, Pennsylvania	$468M	+$165M	35	0.19%	Increased
85	Fisher Asset Management Camas, Washington	$459M	-$4.22M	5	0.95%	Reduced
86	EARNEST Partners Atlanta, Georgia	$451M	-$23.1K	8	3.7%	Reduced
87	New York State Teachers Retirement System (NYSTRS) Albany, New York	$442M	-$5.96M	22	1.12%	Reduced
88	Prudential plc London, England, United Kingdom	$436M	+$143M	8	1.85%	Increased
89	William Blair & Company Chicago, Illinois	$427M	-$5.74M	18	0.69%	Reduced
90	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$425M	+$4.38M	31	1%	Increased
91	Parametric Portfolio Associates Seattle, Washington	$406M	-$10.3M	34	0.85%	Reduced
92	Icahn Carl Sunny Isles Beach, Florida	$394M	$0	1	1.23%	Maintained
93	Berkshire Hathaway Omaha, Nebraska	$392M	-$78.3M	2	0.36%	Reduced
94	D.E. Shaw & Co New York	$391M	+$113M	29	0.5%	Increased
95	FC Fairpointe Capital Chicago, Illinois	$385M	+$168M	2	5.07%	Increased
96	Parnassus Investments San Francisco, California	$380M	+$143M	2	2.87%	Increased
97	AIG American International Group New York	$377M	+$280M	40	1.63%	Increased
98	Principal Financial Group Des Moines, Iowa	$375M	-$43.6M	27	0.58%	Reduced
99	Citigroup New York	$372M	+$89.9M	42	0.33%	Increased
100	APG Asset Management Amsterdam, Netherlands	$370M	-$1.17M	15	0.71%	Reduced