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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
151
STRS Ohio
STRS Ohio
Ohio
$160M +$11.1M 17 0.76% Increased
152
ACM
Arosa Capital Management
Florida
$160M +$106M 6 23.07% Increased
153
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$157M +$48.6M 13 0.14% Increased
154
Capital Guardian Trust
Capital Guardian Trust
California
$156M -$1.25M 10 1.26% Reduced
155
Glenmede Trust
Glenmede Trust
Pennsylvania
$155M +$25.7M 24 1.14% Increased
156
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$154M +$390K 1 2.41% Increased
157
EOCM
Energy Opportunities Capital Management
Texas
$153M -$4.94M 17 50.1% Reduced
158
Select Equity Group
Select Equity Group
New York
$153M -$23.9M 2 1.46% Reduced
159
APG Asset Management
APG Asset Management
Netherlands
$153M -$113M 9 0.35% Reduced
160
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$151M +$35.1M 3 0.95% Increased
161
USAA
United Services Automobile Association
Texas
$151M -$18.1M 13 0.56% Reduced
162
Panagora Asset Management
Panagora Asset Management
Massachusetts
$150M -$1.14M 25 0.79% Reduced
163
Stifel Financial
Stifel Financial
Missouri
$150M +$3.39M 14 0.84% Increased
164
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$150M +$8.53M 4 3.11% Increased
165
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$149M +$16.8M 12 0.63% Increased
166
TD Asset Management
TD Asset Management
Ontario, Canada
$144M +$7.85M 12 0.28% Increased
167
FRGX
First Reserve GP XII
Connecticut
$143M $0 1 59.84% Maintained
168
Wellcome Trust
Wellcome Trust
United Kingdom
$141M +$15.8M 1 3.13% Increased
169
HCM
Herndon Capital Management
Georgia
$140M +$43.2M 5 2.73% Increased
170
Chevy Chase Trust
Chevy Chase Trust
Maryland
$140M +$2.25M 6 0.87% Increased
171
CIP
Champlain Investment Partners
Vermont
$140M +$31.4M 4 2.44% Increased
172
TCW Group
TCW Group
California
$139M -$26.4M 9 1% Reduced
173
ACM
Atlanta Capital Management
Georgia
$138M -$44.4M 3 1.04% Reduced
174
Westwood Global Investments
Westwood Global Investments
Massachusetts
$138M +$5.41M 1 20.27% Increased
175
Lyrical Asset Management
Lyrical Asset Management
New York
$135M +$31.2M 2 3.22% Increased
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