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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
101
Encompass Capital Advisors
Encompass Capital Advisors
New York
$168M -$26.5M 9 11.73% Reduced
102
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$168M +$169M 1 1.88% New
103
Artisan Partners
Artisan Partners
Wisconsin
$165M +$152K 2 0.2% Increased
104
Chevy Chase Trust
Chevy Chase Trust
Maryland
$157M +$24.6M 6 0.54% Increased
105
Royce & Associates
Royce & Associates
New York
$153M +$10.7M 17 1.05% Increased
106
CCM
Cerberus Capital Management
New York
$151M $0 1 3.48% Maintained
107
STRS Ohio
STRS Ohio
Ohio
$147M -$18.2M 24 0.53% Reduced
108
Gates Capital Management
Gates Capital Management
New York
$146M -$11M 3 4.2% Reduced
109
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$143M -$144M 2 0.31% Reduced
110
Brown Advisory
Brown Advisory
Maryland
$140M -$929K 6 0.21% Reduced
111
BCM
Brown Capital Management
Maryland
$139M -$4.93M 1 1.05% Reduced
112
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$138M -$208K 2 0.34% Reduced
113
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$137M +$4.46M 15 0.28% Increased
114
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$135M -$69.3M 2 1.36% Reduced
115
Lazard Asset Management
Lazard Asset Management
New York
$134M +$7.34M 9 0.15% Increased
116
LC
Lodbrok Capital
United Kingdom
$133M +$116M 1 54.38% New
117
Yacktman Asset Management
Yacktman Asset Management
Texas
$131M +$123M 1 1.27% New
118
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$131M -$3.02M 23 0.27% Reduced
119
Boston Trust Walden
Boston Trust Walden
Massachusetts
$128M +$24.2M 4 1.14% Increased
120
KSCM
King Street Capital Management
New York
$126M +$114M 2 10.37% New
121
OP
Oldfield Partners
United Kingdom
$124M +$6.61M 2 12.7% Increased
122
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$124M +$49.5M 39 0.16% Increased
123
DG
Discerene Group
Connecticut
$124M -$209K 2 39.7% Reduced
124
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$119M -$5.27M 25 0.22% Reduced
125
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$117M -$148M 17 0.14% Reduced